Associate Investment Advisor

Canadian Imperial Bank of Commerce; Greater London; On-site; GBP 60,000 - 80,000; Full time

Job summary

A leading financial institution in Greater London is seeking a professional with strong interpersonal skills to build and maintain client relationships. You will develop personalized investment proposals and engage in collaborative seminars with clients. The ideal candidate holds a postsecondary degree and has at least 4 years of relevant experience, along with current accreditation as a Registered Representative (RR). Join us to thrive in a supportive and inclusive work environment that values trust, teamwork, and accountability.

Benefits

Competitive compensation

Banking benefits

Wellbeing support

Employee assistance programs

Social recognition program

Qualifications

• 4+ years of relevant experience.
• Current accreditation as a Registered Representative (RR) with CIRO-ID.
• Ability to build trusting relationships with clients.

Responsibilities

• Build and maintain strong client relationships.
• Develop investment plans and proposals for clients.
• Participate in seminars and collaborate with team members.

Skills

Interpersonal skills

Networking

Relationship building

Presentation skills

Problem-solving

Education

Postsecondary degree/diploma

Job description

* **Building relationships -** Display high levels of interpersonal and relationship building skills to effectively network, prospect, and build strong and trusting client relationships.* **Investing -** Develop investment plans and written proposals for prospects and clients. Analyze information/trends and apply it to individual client circumstances.* **Collaborating -** Participate in seminars for clients and prospects, in collaboration with team members. Demonstrate well-developed, interactive presentation skills to convey both factual and conceptual ideas to clients* **You're passionate about people**. You find meaning in relationships and surround yourself with a diverse network of partners. You build trust through respect and authenticity.* **You act like an owner**. You thrive when you're empowered to take the lead, go beyond, and deliver results.* **You put our clients first**. You have strong relationship building skills and can problem solve client needs efficiently and effectively.* **You have a postsecondary degree/diploma** and/or 4 years of relevant experience.* **You’re a certified professional**. You have current accreditation and good standing as a Registered Representative (RR) with Canadian Investment Regulatory Organization - Investment Dealer (CIRO-ID).* **Values matter to you**. You bring your real self to work, and you live our values – trust, teamwork, and accountability.* We work to recognize you in meaningful, personalized ways including a competitive compensation, a banking benefit\*, wellbeing support and additional offers such as employee and family assistance programs and MomentMakers, our social, points-based recognition program.* Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.* 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 [e-mail]* CIBC is committed to clarity in our hiring process. All roles posted are opportunities we’re actively recruiting for, unless stated otherwise.* You need to 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).At CIBC, we are in business to help our clients, employees and shareholders achieve what is important to them. Our ability to create value for all CIBC stakeholders is driven by a business culture based on common values: Trust, Teamwork and Accountability. Working with CIBC makes you a part of a work environment committed to our clients, employees and communities - a place where you can excel. Every day, our 44,000 employees help our clients achieve their financial goals, because what matters to our clients, matters to us.