Manage and grow your dedicated client portfolio through key relationship management, creating comprehensive financial plans and providing exceptional client service
Job Summary
Manage and grow your dedicated client portfolio through key relationship management, creating comprehensive financial plans and providing exceptional client service.
Deeply understand your local market and potential client base to create a comprehensive sales plan that will convert leads into new clients.
At CIBC, your goals are a priority and we strive to create opportunities to tap into your potential.
Matching Summary
Manage and grow your 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
Business development
Local market understanding
Nice-to-have
Relationship-oriented bank
Empowered work environment
Meaningful impact
Values driven
Community involvement
Key Requirements
1.5 – 3 years experience
Certified professional (CIRO-MFD)
Current accreditation and good standing in CSC/CIFC/IFC
Personal Financial Planner (PFP) within 24 months
Certified professional (Quebec)
Current accreditation and good standing in AMF licensing
Successfully completed CIFC or CSC for AMF licensing