Guide investment planning and client relationships as an Associate Investment Advisor at CIBC in London, with work arrangements discussed during interview.

Manage client portfolios while supporting the Investment Advisor’s wealth strategies and business objectives. Evaluate personal and investment needs, develop investment policy statements, asset allocations, portfolios, and financial plans. Use CIBC wealth management resources and collaborate with team members.

Key Responsibilities:

- Manage and enhance valuable client relationships
- Implement investment strategies and evaluate portfolio performance
- Develop investment policy statements and financial plans
- Nurture relationships with COIs and CIBC partners
- Identify opportunities and acquire referrals through networks

Requirements:

- Current Registered Representative accreditation in good standing with CIRO-ID
- Post-secondary degree or diploma
- Six or more years preferred in the investment industry
- CFP and/or CIM designation, or plans to pursue
- Robust analytical, problem-solving, and client service skills

Bring investment planning, relationship building, and portfolio management expertise to support CIBC clients and business growth in London.

📌 Associate Investment Advisor London
🏢 CIBC
📍 London