Associate Investment Advisor

As an Associate Investment Advisor, you will build and grow Wood Gundy client portfolios through dedicated relationship management, trusted investment advice and exceptional client service. You will deploy assets into suitable financial products based on the client’s risk/reward tolerances, participate in marketing and business development activities to attract and convert prospects into clients, and proactively service clients with investment-related questions. You will develop investment plans and written proposals, analyze information/trends, and collaborate with team members to present to clients and prospects. You will demonstrate strong relationship-building and presentation skills to help clients achieve their goals, while upholding fiduciary standards and compliance. You thrive in an environment that values trust, teamwork, and accountability and are empowered to take the lead in delivering measurable results for clients.