What you’ll be doing

As a member of CIBC Wood Gundy, you will be responsible for building and growing client portfolios through dedicated relationship management, trusted investment advice, and exceptional client service. As an Associate Investment Advisor, you will deploy assets into suitable financial products based on the client’s risk/reward tolerances and engage in marketing and business development activities to attract prospects and convert them into clients of the team. You will proactively service clients, address investment‑related questions, and make decisions on moderately complex issues that contribute to the client experience in achieving their goals.

How you’ll succeed

• Building relationships – Display high levels of interpersonal and relationship‑building skills to effectively network, prospect, and build strong, trusting client relationships.
• Investing – Develop investment plans and written proposals for prospects and clients...