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
- Strong 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 employer: CIBC
CIBC is an exceptional employer that fosters a dynamic and collaborative work culture in the heart of Toronto. As an Equity Research Associate intern, you will gain invaluable insights and hands-on experience in global markets while working alongside industry experts, all within a supportive environment that prioritizes employee growth and development. With competitive compensation and a commitment to nurturing talent, CIBC stands out as a rewarding place for aspiring finance professionals.
