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 current client prospects




Address client investment inquiries proactively
Prepare investment proposals based on client needsRequirements:
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 serviceElevate 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