Associate Advisor, Wood Gundy Corporate-Bilingual

CIBC · Montréal

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We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients.

At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute.

To learn more about CIBC, please visit CIBC.com

What you'll be doing

CIBC’s Wood Gundy team is the full-service brokerage division of CIBC serving our high net worth clientele. As an Associate Advisor, Corporate, you will join our investment team in the Wood Gundy brokerage, to build and maintain a portfolio of high net worth clients through various prospecting methods. You’ll offer dedicated relationship management and tailored advice to support your clients as they work toward their financial goals. Drawing on the unified strengths of the CIBC Group of Companies, CIBC Wood Gundy provides Investments Advisors with the ability to present to clients a broad array of products and services. This role is a unique opportunity for results oriented individuals who want to take their financial career to exciting new levels.

At CIBC we enable the work environment most optimal for you to thrive in your role. Details on your work arrangement (proportion of on-site and remote work) will be discussed at the time of your interview.

How you'll succeed

• Client Engagement - Focus on each client experience and connect on a personal level to make every interaction meaningful. Enhance relationships by delivering trusted investment advice and providing comprehensive financial planning support. Proactively establish new client relationships through networking and continue to cultivate existing client relationships by understanding your clients’ financial objectives.
• Business Development - Use your strong relationship building and networking skills to build connections, generate opportunities, and deliver bottom line results. Build and maintain investment plans based on the client’s profile and risk/reward tolerance. Leverage CIBC’s wide range of investment solutions to provide a needs-based approach that will result in satisfied, loyal clients and increased referrals.
• Relationship Building - Heighten CIBC brand awareness in your community by attending local events and participating in marketing and outreach activities. Grow your network to create lasting connections that will generate future opportunities.

Who you are

• You put our clients first. You engage with purpose to find the right solutions. You go the extra mile, because it’s the right thing to do.
• You act like an owner. You thrive when you're empowered to take the lead, go above and beyond, and deliver results.
• You’re goal oriented. You’re motivated by accomplishing your goals and delivering your best to make a difference.
• Your influence makes a difference. You know that relationships and networks are essential to success. You inspire outcomes by sharing your expertise.
• You look beyond the moment. You know what you do will make a difference today and tomorrow. You look for new opportunities to define what's possible.
• You have a postsecondary degree/diploma and/or 4 years of relevant experience.
• You’re a certified professional. You have current accreditation and good standing as a Registered Representative (RR) with Canadian Investment Regulatory Organization - Investment Dealer (CIRO-ID).
• You’re fluent in French and English to serve our clients in the community.

What CIBC Offers

At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck.

• We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, defined benefit pension plan*, an employee share purchase plan, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.

• Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.

• We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.

*Subject to plan and program terms and conditions

What you need to know

• CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact Mailbox.careers-carrieres@cibc.com

• CIBC is committed to clarity in our hiring process. All roles posted are opportunities we’re actively recruiting for, unless stated otherwise.

• You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.

• We may ask you to complete an attribute-based assessment and other skills test (such as simulation, coding, French proficiency).

• We use artificial intelligence tools during the recruitment process. Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us.

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