Trust and support are key pillars in building relationships. As a financial advisor, you have been entrusted with protecting and growing your clients’ wealth and helping them thrive for the long term.
Your success has been built on nurturing relationships that deliver leading advice and solutions for your clients. It’s imperative to your practice that you, your team and your clients have the right support. That’s why choosing the right firm is about more than just a logo.
“Our success has been built on providing advisors with access to leading tools and solutions,” says Barry Graves, Branch Manager with CIBC Wood Gundy. “But more importantly, it is about deeply understanding and supporting the entrepreneurial nature of our advisors’ practices, and having leadership at all levels behind them, which empowers them to meet and exceed their clients’ expectations.”
CIBC Wood Gundy’s Northern Ontario East (NEO) region currently has growth opportunities for the right Investment Advisors. The team’s approach consists of:
Strengthening client relationshipsOffering comprehensive, customized wealth planning tailored to clients’ needs that addresses the entirety of their lives and the lives of their families.
Sustainable growthHelping advisors grow their practice with the tools and technology support from CIBC and CIBC Wood Gundy.
Advisory planningProviding strategies for longevity planning and support for advisors and their clients’ needs at all life stages.
“Amplify your practice with a global organization, significant brand recognition with CIBC Wood Gundy, and a firm that has had the privilege of supporting leading wealth professionals for decades,” says Rob Djurfeldt, Managing Director and Region Head, Ontario Region. “Knowing that your firm has a winning culture and puts your best interests and those of your clients at the forefront allows you to focus on growth.”
“CIBC Wood Gundy NEO has just one goal: To be the leader in building long-lasting client relationships through the continued growth of our Investment Advisors.”
If this sounds like the right opportunity for you, reach out for more information.
barryl.graves@CIBC.com
