Job Title

What Youll Be Doing As a member of CIBC Wood Gundy, you will build and grow client portfolios by providing trusted investment advice, proactive client service, and dedicated relationship management. In addition to core Associate responsibilities, you will support advanced investment research, portfolio monitoring, and business development activities. You will deploy assets into suitable financial products aligned with clients risk profiles, engage in marketing initiatives to attract new clients, and address investment-related inquiries to help clients achieve their goals. Expanded Responsibilities Investment Management Support Assist senior portfolio managers in the daytoday management of North American equity strategies, including monitoring quantitative and factorbased models, supporting sector research, and generating investment ideas. Manager Due Diligence Support due diligence and monitoring of thirdparty investment managers across global equity, fixed income, and alternative investment strategies. Help maintain externally managed model portfolios and track performance. Asset Allocation & Macro Outlook Contribute to the development and maintenance of the teams asset allocation framework and macro outlook. Assist in synthesizing macroeconomic signals and translating them into actionable investment guidance. AI & Data Infrastructure Support the management of external data subscriptions, research platforms, and market data services. Assist with the deployment and oversight of AI tools integrated into the investment research process. Thought Leadership & Content Creation Help produce investmentrelated blog posts, client letters, and thematic research pieces. Support the team in communicating market views and investment insights to clients and prospects. Business Development & Client Relationship Support Participate in investment presentations, prospect pitches, and top client review meetings. Support business development activities and relationship deepening with internal banking partners. How Youll Succeed Building relationships Display high levels of interpersonal and relationshipbuilding 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 welldeveloped, interactive presentation skills to convey both factual and conceptual ideas to clients. Research & Analytics Support advanced investment research, manager analytics, and macro analysis in partnership with senior team members. Technology Adoption Engage with AIenabled research platforms and data infrastructure to enhance investment process and client service. Education Undergraduate degree in Finance, Economics, Mathematics, or a related discipline (required). CFA Charter designation (required) CAIA designation (strongly preferred) given alternatives mandate. MBA or other relevant postgraduate credentials (asset). Experience Minimum 10 years of progressive investment experience in institutional portfolio management, multiasset research, or wealth management. Demonstrated experience conducting thirdparty manager due diligence across global equity, fixed income, and alternative investment categories. Proven track record contributing to alpha generation in actively managed equity strategies. Experience developing and communicating macro/asset allocation views in a clientfacing context. Prior experience in wealth management, family office, or private banking environments serving highnetworth clients (strongly preferred). Technical Skills Proficiency with investment analytics platforms (Bloomberg, FactSet, Morningstar Direct, or equivalent). Familiarity with AI/LLM tools and their application in financial research workflows. General experience with quantitative factor models, performance attribution systems, and risk management frameworks. Solid Excel and financial modeling capability (scenario analysis, DCF, portfolio construction). Competencies Intellectual curiosity and intellectual honesty along with a genuine desire to be right, not just consistent. Strong written and verbal communication skills; ability to translate complex investment ideas into accessible clientfacing content. Comfort operating in a highperformance, entrepreneurial team environment where initiative is rewarded. Collaborative and egolight. What CIBC Offers We work to recognize you in meaningful, personalized ways including competitive compensation, banking benefits, a benefits program*, defined benefit pension plan*, an employee share purchase plan, a vacation offering, wellbeing support, and MomentMakers, our social, pointsbased 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. We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your 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 were 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 attributebased 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-200 King St. W., 18th Employment Type Regular Weekly Hours 37.5 Skills Business Development, Client Service, Customer Experience (CX), Financial Advising, Investment Planning, Proposal Writing, ResultsOriented #J-18808-Ljbffr