Associate, Investment Counsellor

CIBC Capital Markets

Toronto, Canada
On-site
Client servicing in financial institution
High net worth clients
Investment management experience
The Associate, Investment Counsellor I provides assistance to the Investment Counsellor in servicing the investment needs of complex, sophisticated high net-worth clients

Job Summary

  • The Associate, Investment Counsellor I provides assistance to the Investment Counsellor in servicing the investment needs of complex, sophisticated high net-worth clients.
  • Support the IC in the achievement of business development targets resulting in new CPIC clients by participating in the sales cycle and preparing marketing material.
  • Establish and maintain effective partnership and teamwork with colleagues within the CPIC team and other business partners to ensure seamless and timely service delivery.

Matching Summary

The Associate, Investment Counsellor I provides assistance to the Investment Counsellor in servicing the investment needs of complex, sophisticated high net-worth clients.

Skills & Requirements

Must-have

  • client servicing in financial institution
  • high net worth clients
  • investment management experience
  • sales cycle understanding
  • CIBC compliance procedures

Nice-to-have

  • relationship-oriented banking
  • teamwork with colleagues
  • client relationship management
  • market data analysis

Key Requirements

  • Degree or diploma in Business or Economics
  • 4-6 years client servicing experience
  • Completed Chartered Financial Analyst Level 1
  • 12 months relevant investment management experience
  • Canadian Investment Manager designation
  • 24 months relevant investment management experience

Work Rights

Not specified

Tailored Resume

Cover Letter