Building and maintaining high-net-worth client portfolios
Presenting a broad array of investment products
Developing and following a business and marketing plan
As a Private Investment Counsellor, you will be responsible for building and maintaining a portfolio of high-net-worth clients through various prospecting methods
Job Summary
As a Private Investment Counsellor, you will be responsible for building and maintaining a portfolio of high-net-worth clients through various prospecting methods.
You will apply extensive in-depth knowledge to present a broad array of products and services to clients including individual equities, fixed-income offerings, managed products, third-party investments and insurance, and other solutions to meet clients’ financial needs.
At CIBC, we aspire to give you a career, rather than just a paycheck.
Matching Summary
As a Private Investment Counsellor, you will be responsible for building and maintaining a portfolio of high-net-worth clients through various prospecting methods.
Skills & Requirements
Must-have
building and maintaining high-net-worth client portfolios
presenting a broad array of investment products
developing and following a business and marketing plan