Associate Investment Advisor, Wood Gundy

CIBC

Wolfville, Nova Scotia, Canada

Wolfville, Nova Scotia, Canada

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À propos

Nous bâtissons une banque axée sur les relations pour un monde moderne. Nous recrutons des professionnels talentueux et passionnés qui ont à cœur de faire ce qu’il faut pour nos clients. À la Banque CIBC, nous misons sur vos forces et vos ambitions pour vous donner le pouvoir d’agir. Les membres de notre équipe disposent de ce dont ils ont besoin pour apporter une contribution significative et être valorisés, à la fois pour ce qu’ils sont et ce qu’ils font. Pour en savoir plus sur la Banque CIBC, visitez le site . 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 investment advisor, you’ll 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. 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 - Display high levels of interpersonal and relationship building skills in order to effectively network, prospect, and build strong and trusting client relationships. Investing - Develop investment plans and written proposals for prospects and clients. Analyze information/trends and apply it to individual client circumstances. Collaborating - Participate in seminars for clients and prospects, in collaboration with team members. Demonstrate well-developed, interactive presentation skills to convey both factual and conceptual ideas to clients. 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 make decisions and take actions that will make a difference today and tomorrow. You proactively seek new opportunities to define what's possible. You’re a certified professional. You have current accreditation and good standing Canadian Securities Course (CSC), Conduct

Wolfville, Nova Scotia, Canada

Compétences linguistiques

English

Avis aux utilisateurs

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