Client engagement and personalized financial advice
Business development and local market analysis
Community involvement and brand awareness activities
The role focuses on building a dedicated client portfolio through relationship management and exceptional service as a single point of contact
Job Summary
The role focuses on building a dedicated client portfolio through relationship management and exceptional service as a single point of contact.
Candidates must leverage CIBC's wide range of credit and investment solutions to provide needs-based financial advice that secures client futures.
The company offers a competitive salary, incentive pay, banking benefits, a defined benefit pension plan, and a paid day off for growth called Purpose Day.
Matching Summary
The role focuses on building a dedicated client portfolio through relationship management and exceptional service as a single point of contact.
Salary
Competitive salary; Incentive pay available; Benefits include pension and share purchase plan
Skills & Requirements
Must-have
Client engagement and personalized financial advice
Business development and local market analysis
Community involvement and brand awareness activities
Nice-to-have
Passion for building meaningful relationships
Goal-oriented mindset with initiative
Flexible availability for evenings and weekends
Key Requirements
Current CIRO-ID Registered Representative accreditation
PFP, CFP, or QAFP designation required
AMF licensing and CIFC/CSC completion for Quebec roles
Postsecondary degree or 4 years of relevant experience