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.
We aspire to give you a career, rather than just a paycheck, with a competitive salary, incentive pay, banking benefits, a health benefits program, defined benefit pension plan, and an employee share purchase plan.
Matching Summary
Build and grow a dedicated client portfolio through relationship management, financial services support, and exceptional client service.
Skills & Requirements
Must-have
relationship management
financial planning
client portfolio growth
sales plans
needs-based approach
Nice-to-have
client engagement
community involvement
acting like an owner
goal oriented
passion for people
Key Requirements
1-3 years experience
MFDA certified professional
Canadian Securities Course (CSC)/Canadian Investments Funds Course (CIFC) accreditation