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Investment Advisor Wood Gundy

Vancouver, BC
Full Time
7 days ago
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

Job Description

What You'll Be Doing

Offering a full range of investment and insurance products . Investment Advisors use the tools provided by CIBC Wood Gundy to research investment products, allowing them to make investment recommendations to prospects and clients. Investment Advisors are expected to build and maintain their own portfolio of high net worth clients through various prospecting methods, i.e., telemarketing, networking, seminars, trade shows and various other sales and marketing tools/methods.

At CIBC we enable the work environment most optimal for you to thrive in your role. Details on your work arrangement will be discussed at the time of your interview.

How You'll Succeed

  • Client Service- Attract and develop a consistent client base . Using extensive knowledge of investment products and services, p rospect and identify individual client needs and opportunities. Analyze information/trends and apply it to individual client circumstances. Possess excellent time management and organization skills to meet multiple/tight deadlines in a high-pressure environment.
  • Relationship Building - Display high levels of interpersonal and relationship building skills in order to effectively network, prospect and build strong, positive and trusting client relationships . Nurture relationships with existing clients that would promote the natural referral of associates, friends and family members.
  • Sales & Marketing -Demonstrate well-developed, interactive presentation skills to convey both factual and conceptual i deas to c lients . Developed writing skills to prepare proposals and presentation/seminar material.

Who You Are

  • Values matter to you. You bring your real self to work and you live our values - trust, teamwork and accountability.
  • You act like an owner. You thrive when you're empowered to take the lead, go above and beyond, and deliver results.
  • You give meaning to data. You enjoy investigating complex problems, and making sense of information. You're confident in your ability to communicate detailed information in an impactful way.

  • You have a degree/diploma within a related field/Industry related designation and/or relevant experience.
  • You're a certified professional. You are currently registered as a Registered Representative with the Investment Industry Regulatory Organization of Canada (IIROC). You have current accreditation and good standing Canadian Securities Course (CSC) and Conduct & Practice Handbook (CPH).

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 health benefits program, defined benefit pension plan, an employee share purchase plan 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.

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
  • 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 .

Job Location
Vancouver-1055 Dunsmuir-2500
Employment Type

Weekly Hours
Customer Service and Support Other

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About CIBC

As one of Canada’s largest employers, CIBC offers a variety of career opportunities. Our people are the key to achieving our vision of being the leader in client relationships, which is why we work...

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Banking & Finance
10,000+ employees