Manage and grow a dedicated client portfolio through key relationship management, creating comprehensive financial plans and providing exceptional client service
Job Summary
Manage and grow a dedicated client portfolio through key relationship management, creating comprehensive financial plans and providing exceptional client service.
Leverage CIBC’s wide range of credit and investment solutions to provide a needs-based approach that will result in satisfied, loyal clients and increased referrals.
We aspire to give you a career, rather than just a paycheck.
Matching Summary
Manage and grow a dedicated client portfolio through key relationship management, creating comprehensive financial plans and providing exceptional client service.
Skills & Requirements
Must-have
Client portfolio management
Financial plan creation
Relationship management
Investment advice
Sales plan development
Nice-to-have
Community brand awareness
Networking for opportunities
Empowered to take initiative
Respect and authenticity
Key Requirements
1.5 – 3 years experience
MFDA certified professional
Canadian Securities Course (CSC)/Canadian Investments Funds Course (CIFC) accreditation