Company: CIBC Bank
Location: London
Job Description:
Overview
In this role you will help build and grow Wood Gundy client portfolios through trusted investment guidance and exceptional service. You will tailor asset allocations to client risk tolerance and demographics, while leading marketing and business development to convert prospects into clients. You’ll address client questions and make moderately complex decisions to enhance the client experience and outcomes. This position combines relationship management with investment planning in a collaborative, client-centric environment.
Pay / Benefits
- Competitive compensation
- Banking benefits
- Benefits program
- Defined benefit pension plan
- Employee share purchase plan
- Vacation offering
Responsibilities
- Build and grow client portfolios through relationship management and investment guidance
- Deploy assets into suitable financial products based on client risk tolerance and demographics
- Lead marketing and business development activities to attract and convert prospects
- Provide proactive client service and address investment-related questions
- Make moderately complex decisions affecting client experience and outcomes
- Develop investment plans and written proposals for clients and prospects
- Collaborate on client seminars and presentations to communicate ideas clearly
Key requirements
- Postsecondary degree/diploma or 4 years of relevant experience
- Certified professional with CIRO-ID in good standing
- Strong relationship-building and client-first mindset
- Ownership attitude with ability to take the lead and deliver results
- Strong problem-solving and communication skills
- Ability to develop investment plans and proposals
- Willingness to participate in client education activities
- Interpersonal skills
- Trust and authenticity
- Collaboration
- Investment planning
- Proposal writing
- Market/information analysis
…
Posted: October 1st, 2026