CIBC based in Kelowna, BC is inviting applications from suitable candidates for the position of Investment Advisor. CIBC stands as a prominent Canadian financial institution, maintaining a robust presence in the market. It provides a wide range of financial products, including mortgages and investment solutions. The corporation prioritizes its customer-centric approach and innovative banking solutions, leveraging state-of-the-art technology to enhance user experiences. CIBC remains a reliable partner for both individuals and businesses, fostering financial prosperity and contributing to growth. The candidates selected for the vacancy will be required to start the work as soon as possible.
Job Description:
Employer Name: CIBC
Position: Investment Advisor, Wood Gundy
No of Vacancies: 1
Salary: Salary is not mentioned, $20.00-$25.00 hourly estimated salary
Employment Type: Regular
Location: Kelowna, BC, CA
Job Location: Kelowna-1007-1708 Dolphin
Schedule: Full time
Weekly Hours: 37.5
Requisition ID/Job ID: 2404338
Requirements:
Languages: Candidates must have knowledge of the English Language
Education: Candidates should have a degree/diploma within a related field/Industry related designation and/or relevant experience
Experience: Candidates should have considerable experience in the relevant field
Other Requirements:
- The candidates should prioritize values and bring their real selves to work, embodying trust, teamwork, and accountability
- The candidates should act like an owner, thriving when empowered to take the lead, go above and beyond, and deliver results
- The candidates should give meaning to data, enjoying investigating complex problems and making sense of information. They should be confident in their ability to communicate detailed information in an impactful way
- The candidates should be certified professionals, currently registered as a Registered Representative with the Investment Industry Regulatory Organization of Canada (IIROC), with current accreditation and good standing in the Canadian Securities Course (CSC) and Conduct & Practice Handbook (CPH)
- The candidates should have experience in Business Development, Client Relationship Management, and Customer Experience (CX)
- The candidates should be skilled in Financial Advising, Investment Advising, and Portfolio Management
- The candidates should be results-oriented and have expertise in Wealth Management
Responsibilities:
- The candidates should be able to build and grow Wood Gundy client portfolios through dedicated relationship management, trusted investment advice, and exceptional client service
- The candidates should be able to use the tools provided by CIBC Wood Gundy to research investment products effectively, enabling them to make investment recommendations to prospects and clients
- The candidates should be able to work within a team focused on delivering an integrated wealth management offer to clients, tailoring financial solutions to meet their specific needs
- The candidates should be able to apply extensive in-depth knowledge and skills to deliver trusted investment advice, focusing on personalized solutions that align with the client’s financial goals
- The candidates should be able to build and maintain their own portfolio of high-net-worth clients through various prospecting methods, such as telemarketing, networking, seminars, trade shows, and other sales and marketing tools/methods
- The candidates should be able to take ownership of processes and milestones, connecting people and networks, and drawing on the Bank’s broader team while supporting the community
- The candidates should be able to attract and develop a consistent client base by utilizing extensive knowledge of investment products and services
- The candidates should be able to prospect and identify individual client needs and opportunities, analyzing information and trends to tailor recommendations to individual client circumstances
- The candidates should be able to demonstrate excellent time management and organization skills to meet multiple and tight deadlines in a high-pressure environment effectively
- The candidates should be able to display high levels of interpersonal and relationship-building skills to effectively network, prospect, and build strong, positive, and trusting client relationships
- The candidates should be able to nurture relationships with existing clients to promote the natural referral of associates, friends, and family members
- The candidates should be able to demonstrate well-developed, interactive presentation skills to convey both factual and conceptual ideas to clients, facilitating effective communication
- The candidates should be able to utilize developed writing skills to prepare proposals and presentation/seminar material, contributing to sales and marketing efforts
- The candidates should be able to develop investment plans and written proposals for prospects and clients, applying their analytical skills to individual client circumstances
- The candidates should be able to collaborate with team members by participating in seminars for clients and prospects, contributing to a collaborative and supportive team environment
Benefits:
- The candidates will be rewarded in meaningful, personalized ways including competitive compensation
- The candidates will have access to banking benefits and a benefits program
- The candidates will have access to a defined benefit pension plan
- The candidates will have access to an employee share purchase plan
- The candidates will have access to a vacation offering
- The candidates will receive wellbeing support, and access to MomentMakers, our social, points-based recognition program
How to apply:
If the position is fit for you and the basic requirements are fulfilled then you can now apply directly to the employer (along with your resume) through the below-mentioned details.
We thank all the applicants for showing their interest and trust in us, however, only the most eligible candidates will be selected and conducted for further procedure directly from employers, in between no charges/fees or original documents will be asked from any applicant. All the best!