Private Investment Counsellor

CIBC Capital Markets

Edmonton, Canada
On-site
High-net-worth client portfolio management
Individual equities and fixed-income offerings
Client relationship management
CIBC Capital Markets is seeking a Private Investment Counsellor in Edmonton to manage high-net-worth client portfolios through various prospecting methods. The ideal candidate will have strong relationship management skills, extensive investment knowledge, and a commitment to client service

Job Summary

  • 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.
  • At CIBC, your goals are a priority and they strive to create opportunities to tap into your potential.

Matching Summary

Match Score: 85

CIBC Capital Markets is seeking a Private Investment Counsellor in Edmonton to manage high-net-worth client portfolios through various prospecting methods. The ideal candidate will have strong relationship management skills, extensive investment knowledge, and a commitment to client service.

Skills & Requirements

Must-have

  • high-net-worth client portfolio management
  • individual equities and fixed-income offerings
  • client relationship management
  • business and marketing plan development
  • financial analysis skills

Nice-to-have

  • relationship-oriented bank
  • empowered work environment
  • meaningful impact
  • strong analytic and inductive thinking
  • high-quality technology and service

Key Requirements

  • Degree in business or related field
  • CFA or CIM designation or equivalent
  • Eligible to be fully registered as ICPM
  • Extensive investment industry knowledge
  • Sales management skills

Work Rights

Not specified

Tailored Resume

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