Associate Investment Advisor (commission only) CIBC Wood Gundy

Overview

In this Wealth Management role, you will manage and grow client relationships by executing investment and wealth strategies while leveraging the team’s planning resources. You will nurture Centers of Influence and partner networks to identify opportunities and drive referrals. You’ll build and implement client plans, IPS, and portfolios, continually evaluating performance and client needs. This position offers a client‑centric, collaborative environment where you help clients achieve financial goals and contribute to CIBC’s advisory growth.

Pay / Benefits

• competitive compensation
• banking benefits
• defined benefit pension plan
• employee share purchase plan
• vacation offering
• wellbeing support

Responsibilities

• Manage and enhance client relationships by executing investment and wealth strategies and utilizing planning resources
• Nurture Centers of Influence and partners; engage in business development and referrals
• Identify new business opportunities and grow the existing book of business
• Support the Investment Advisor by pursuing growth, revenue, retention, and compliance targets
• Manage a client portfolio, assess needs, and create IPS, asset allocation, and financial plans
• Implement strategies through portfolio management and ongoing performance review
• Drive new sales through referrals and personal network
• Collaborate in client seminars and presentations with team members

Key requirements

• CIRO-ID Registered Representative (RR) in good standing
• Certified Financial Planner (CFP) designation and Chartered Investment Manager (CIM) designation
• Post-secondary degree or diploma
• 6+ years of professional experience in the investment industry
• attention to detail; strong problem solving and analytical skills
• highly developed client service skills
• strong relationship-building and interpersonal skills
• ability to act with ownership and deliver results
• client-first mindset and alignment with values (trust, teamwork, accountability)

• Relationship building
• Communication and presentation
• Collaboration
• Investment planning
• Portfolio management and IPS development
• Asset allocation

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