Shape high-net-worth portfolios in Calgary through investment research, personalized advice, and dedicated relationship management with CIBC Wood Gundy.
As an Investment Advisor, you will build and grow client portfolios through trusted investment advice and exceptional service. You will develop tailored financial solutions using clients’ goals, financial situations, risk profiles, and time horizons. The role combines portfolio management, prospecting, investment planning, and collaboration within an integrated wealth management team.
Key Responsibilities:
- Build and maintain a portfolio of high-net-worth clients
- Research investment products and recommend suitable investments
- Develop investment plans and written client proposals
- Prospect through networking, seminars, telemarketing, and trade shows
- Participate in client and prospect seminars with team members
Requirements:
- Postsecondary degree or diploma and/or four years’ relevant experience
- Current Registered Representative accreditation in good standing
- Canadian Investment Regulatory Organization Investment Dealer registration
- Solid relationship-building, presentation, writing, and organization skills
- Ability to analyze trends and apply information to client circumstances
Use investment advising, portfolio management, and relationship-building expertise to serve Calgary clients through CIBC Wood Gundy.