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CIBC Wood Gundy

Associate Investment Advisor

London, ON, Canada

Job type: Full-time
Apply by: Oct 24, 2026
Experience: You have a post-secondary degree/diploma and preferably 6 years or more of professional experience within the investment industry
Posting language: English
Posted: Sep 24, 2026

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Original job description

Associate Investment Advisor CIBC Wood Gundy

What you’ll be doing

Manage and enhance client relationships through executing the investment and wealth strategies of the IA as well as engaging financial planning and other wealth management resources of the team and CIBC more broadly
Nurture and manage valuable relationships with Centers of Influence (COIs) and CIBC partners.
Identify new business opportunities and acquire referrals from existing book of business and COI partners.
Help build and execute business plans, Wealth Management objectives and client service plans
Support the IA by identifying and assisting growth of new business opportunities, the achievement of business development, revenue, referral, retention, and compliance targets.
Manage a portfolio of clients to retain and grow the relationships. Evaluates client’s personal and investment needs and creates an investment policy statement (IPS), asset allocation, investment portfolio, and financial plans. Implements client strategies through the management of investment portfolios and the ongoing evaluation of performance according to each client’s investment policy statement.
Drive new sales results through referrals and professional network.

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

How you’ll succeed

Building relationships - Display high levels of interpersonal and relationship building skills 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’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 either have or plan to pursue the Certified Financial Planner (CFP) and/or the Chartered Investment Manager (CIM) designations
You have a post-secondary degree/diploma and preferably 6 years or more of professional experience within the investment industry
You have meticulous attention to detail and strong problem solving and analytical skills
You have highly developed client service skills
You're passionate about people. You find meaning in relationships and surround yourself with a diverse network of partners. You build trust through respect and authenticity.
You act like an owner. You thrive when you're empowered to take the lead, go beyond, and deliver results.
You put our clients first. You have strong relationship building skills and can problem solve client needs efficiently and effectively.
Values matter to you. You bring your real self to work, and you live our values – trust, teamwork, and accountability.

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
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 tests (such as simulation, coding, MS Office). 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.

Job Location

London-255 Queens, 2200

Employment Type

Regular

Job Level

Level 6

Weekly Hours

37.5

Skills

Business Development, Client Service, Customer Experience (CX), Financial Advising, Investment Planning, Proposal Writing, Results-Oriented

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More about this job

Responsibilities

Manage and grow a portfolio of client relationships by assessing investment and financial planning needs, developing investment policies and portfolios, and monitoring performance. Support business development and client retention through referrals, COI relationships, team collaboration, and delivery of business and compliance objectives.

Requirements

Requires current good-standing Registered Representative accreditation with CIRO-ID, a post-secondary degree or diploma, and preferably six or more years of investment industry experience. The candidate has or plans to pursue CFP and/or CIM designations and brings strong client service, relationship-building, analytical, problem-solving, and presentation skills.

Skills

Business Development
Client Service
Customer Experience
Financial Advising
Investment Planning
Proposal Writing
Relationship Building
Portfolio Management
Financial Planning
Asset Allocation
Investment Analysis
Referral Generation
Presentation Skills
Problem Solving
Analytical Skills
Compliance

Visa sponsorship

Not detected in the job text

Keywords

Registered Representative
CIRO-ID
Certified Financial Planner
Chartered Investment Manager
Investment Industry
Investment Advising
Wealth Management
Financial Planning
Investment Policy Statement
Asset Allocation
Investment Portfolio
Portfolio Management
Investment Performance
Client Relationships
Centers Of Influence
Business Development
Referral Generation
Client Retention
Revenue Targets
Compliance
Investment Planning
Proposal Writing
Client Seminars
Presentation Skills
Customer Experience

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