CIBC Associate Investment Advisor London

CIBC Associate Investment Advisor London

08 Sep
|
Canadian Imperial Bank of Commerce
|
London

08 Sep

Canadian Imperial Bank of Commerce

London

Take charge of client portfolios as an Associate Investment Advisor with CIBC Wood Gundy in London. Build trusted relationships while managing investment assets and delivering exceptional client service.
In this full-time role, you will leverage 4+ years of brokerage experience to grow client portfolios. Your responsibilities include relationship management, investment planning, and executing effective marketing strategies. Collaborate with team members to convert prospects into loyal clients through insightful financial advice and tailored investment plans.
Key Responsibilities:
• Build and manage Wood Gundy client portfolios
• Provide trusted investment advice on financial products
• Identify and convert new client prospects




• Address client investment inquiries proactively
• Prepare investment proposals based on client needs
Requirements:
• Post-secondary degree and 4+ years of brokerage experience
• Certified as Registered Representative (RR) with CIRO
• Solid interpersonal and relationship-building skills
• Ability to analyze investment trends for clients
• Proven experience in business development and client service
Elevate your career in investment advising at CIBC Wood Gundy, where client relationships and service excellence are paramount.
#J-18808-Ljbffr

📌 CIBC Associate Investment Advisor London
🏢 Canadian Imperial Bank of Commerce
📍 London

Reply to this offer

Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.

Subscribe to this job alert:

Get the latest job offers by email for: cibc associate investment advisor london / london

Subscribe to this job alert:

Get the latest job offers by email for: cibc associate investment advisor london / london