Build and grow a dedicated client portfolio through relationship management, financial services support, and exceptional client service
Job Summary
Build and grow a dedicated client portfolio through relationship management, financial services support, and exceptional client service.
Deliver on CIBC’s Imperial Service approach, acting as a single point of contact for your clients and helping them plan for today’s needs and tomorrow’s goals.
At CIBC, your goals are a priority, and they strive to give you a career rather than just a paycheck with competitive compensation and benefits.
Matching Summary
Build and grow a dedicated client portfolio through relationship management, financial services support, and exceptional client service.
Skills & Requirements
Must-have
Client relationship management
Financial planning advice
Business development
On-site full-time work
Community involvement
Nice-to-have
Relationship-oriented bank
Empowered work environment
Passionate about people
Act like an owner
Goal-oriented mindset
Key Requirements
1-3 years experience providing financial advice
Certified professional (CIRO-MFD)
Canadian Securities Course (CSC)/Canadian Investments Funds Course (CIFC)/Investment Funds in Canada Course (IFC) accreditation