Wood Gundy Associate Investment Advisor
CIBC
Build Wood Gundy client portfolios in Toronto through investment planning, relationship management, and exceptional client service. This regular role offers 37.5 weekly hours.As an Associate Investment Advisor at CIBC Wood Gundy, you will support portfolio growth through trusted advice and business development. You will research equities, fixed income, ETFs, mutual funds, and external managers. You will also prepare investment plans, recommendations, proposals, and client presentations.Key Responsibilities:
Build trusted relationships with clients and prospectsDeploy assets into suitable financial productsPrepare investment plans and written proposalsResearch markets, products, and external managersSupport seminars, meetings, and prospecting activitiesRequirements:
Current Registered Representative accreditation with CIRO-IDCertified Financial Planner or Chartered Investment Manager pursuitPost-secondary degree or diplomaPreferably six or more years investment industry experienceProficiency in Excel, PowerPoint, and digital toolsBring investment research, financial advising, and client relationship skills to CIBC Wood Gundy’s Toronto team.
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Build trusted relationships with clients and prospectsDeploy assets into suitable financial productsPrepare investment plans and written proposalsResearch markets, products, and external managersSupport seminars, meetings, and prospecting activitiesRequirements:
Current Registered Representative accreditation with CIRO-IDCertified Financial Planner or Chartered Investment Manager pursuitPost-secondary degree or diplomaPreferably six or more years investment industry experienceProficiency in Excel, PowerPoint, and digital toolsBring investment research, financial advising, and client relationship skills to CIBC Wood Gundy’s Toronto team.
#J-18808-Ljbffr
Vacancy posted 1 hour ago
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