Wood Gundy Investment Centre (WGIC) is comprised of sales and service‑oriented team that manages a smaller group of accounts nationally. The Investment Advisor, WGIC, provides trusted investment advice and exceptional client service to establish and reach their financial and investment goals. The role works within the team focused on the delivery of an integrated wealth management offer to clients requiring tailored financial solutions. The expected annualized base salary range for this role is $75,870 to $104,320. The base salary is determined by a variety of factors, including the candidate’s skills, experience, and job‑related knowledge, as well as geographic location and specific business needs. Our compensation philosophy supports ongoing growth and development, enabling progression within the salary range as team members advance in their roles. In addition to base pay, compensation for this role includes participation in an annual discretionary incentive or bonus program. You will be on‑site full‑time Monday through Friday. What You’ll Be Doing Work with clients to develop strong client relationships by understanding what is important to them and make personalized recommendations that fit their priorities Collaborate with partners/advisors across CIBC to provide specialized advice and ensure delivery of the integrated wealth offer Deliver trusted investment advice focused on personalized solutions to achieve clients’ financial goals – understanding their current financial situation, risk profile, time horizon and other personal change factors Proactively establish, develop and maintain client relationships through regular contact, providing timely value‑add information by considering the latest market developments, the economy and the investment industry Leverage technology to deliver a consistent client experience and encourage self‑directed client administrative activity through user‑friendly CIBC interfaces Research a broad range of investment products and services (individual equities, fixed‑income offerings of all types, managed products, third‑party investments and other comprehensive solutions) to make informed recommendations to prospects and clients Ensure client issues and concerns are dealt with appropriately, escalating issues to Wood Gundy Branch Manager as required Conduct regular portfolio reviews, by self and with the team, maintain regular contact with clients to discuss investment options, financial goals and solicit appropriate new products/services and ensure client information is current on KYC Attend regular training programs/knowledge sessions to develop and maintain relevant product and market knowledge, learn new techniques and skills and ensure completion of Continuing Education Credits required for IIROC license maintenance Who You Are You’re a certified professional with an undergraduate degree in Finance, Economics and/or a business‑related field You have 3+ years of relevant business experience in the Wealth Management Industry Required Industry Courses – Must have current accreditation in good standing for CIRO Registered Representative licensing requirements Additional financial accreditation or designations (PFPC, CFP, CFA, CA, etc.) would be considered an asset Well‑developed investment and market knowledge to respond to detailed and moderately complex inquiries from sophisticated client groups Well‑developed relationship management skills to effectively build strong, positive and trusting client relationships Excellent self‑discipline, time management and organization skills are required to meet multiple/tight deadlines Excellent communication skills to resolve conflict and effectively partner with internal and external partners Demonstrated learning agility with an ability to understand sophisticated client needs and build tailored solutions that fit with client’s priorities Proficiency and working knowledge of PC software applications including advanced knowledge of Microsoft Office suite of products What CIBC Offers Competitive salary, incentive pay, banking benefits, a benefits program*, defined benefit pension plan*, an employee share purchase plan, a vacation offering, wellbeing support, and MomentMakers, our social, points‑based recognition program Built‑in spaces and technological toolkit to bring together great minds to create innovative solutions for clients Cultivation of a culture where you can express ambition through initiatives like Purpose Day – a paid day off dedicated for growth and development Subject to plan and program terms and conditions What You Need To Know CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact CIBC is committed to clarity in our hiring process. All roles posted are opportunities we’re actively recruiting for, unless stated otherwise. You must be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit. We may ask you to complete an attribute‑based assessment and other skills test (such as simulation, coding, French proficiency). We use artificial intelligence tools during the recruitment process. Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us. Job Location: Toronto – 161 Bay St., 10th Employment Type: Regular Weekly Hours: 37.5 Skills: Account Administration, Call Center, Client Service, Communication, Customer Experience (CX), Inbound Calls, Investments, Work Collaboratively #J-18808-Ljbffr