Private Investment Counsellor - Bilingual

CIBC

Montréal, QC, Canada
Not specified; not specified; competitive compensa...
Fully remote
High net worth client portfolio management
Bilingual french and english fluency
Cfa or cim designation required
The role involves building and maintaining a portfolio of high-net-worth clients through various prospecting methods including networking and seminars

Job Summary

  • The role involves building and maintaining a portfolio of high-net-worth clients through various prospecting methods including networking and seminars.
  • Candidates must possess extensive investment industry knowledge to structure complex individual solutions for sophisticated clients.
  • CIBC offers competitive compensation, a defined benefit pension plan, and a culture that supports personal growth through initiatives like Purpose Day.

Matching Summary

The role involves building and maintaining a portfolio of high-net-worth clients through various prospecting methods including networking and seminars.

Salary

Not specified; Not specified; Competitive compensation, banking benefits, defined benefit pension plan, employee share purchase plan, vacation offering, wellbeing support

Skills & Requirements

Must-have

  • High net worth client portfolio management
  • Bilingual French and English fluency
  • CFA or CIM designation required
  • ICPM registration eligibility
  • Complex investment solution structuring

Nice-to-have

  • MBA degree preferred
  • CFP, CPA, LLB, TEP, or FEA designations
  • Sales coaching and leadership experience
  • Strong relationship building with professionals
  • Commitment to trust and teamwork values

Key Requirements

  • Degree in business or related field
  • CFA or CIM designation (or equivalent)
  • Eligibility for full ICPM registration
  • Fluency in French and English
  • Experience with high net worth clients

Work Rights

Must be legally eligible to work in Canada

Tailored Resume

Cover Letter