Associate Investment Advisor
On-site · Vancouver, British Columbia, Canada
Job Summary
Associate Investment Advisor at CIBC Wood Gundy building and growing client portfolios through relationship management, trusted investment advice and exceptional client service. Deploy assets into suitable financial products based on the client’s risk/reward tolerances and demographic profile. Engage in all marketing and business development activities designed to facilitate asset accumulation by identifying, attracting, and converting prospects into clients. Proactively service clients and address investment-related questions. Develop investment plans and written proposals for prospects and clients, analyze information/trends, and apply it to individual circumstances. Participate in seminars for clients and prospects in collaboration with team members and deliver interactive presentations to convey both factual and conceptual ideas to clients.
Required Qualifications
- postsecondary degree/diploma
- 4 years of relevant experience
- current accreditation and good standing as a Registered Representative (RR) with Canadian Investment Regulatory Organization - Investment Dealer (CIRO-ID)
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