Associate, Investment Counsellor

CIBC

Winnipeg, Canada
Fully remote
Client relationship management
Sales cycle understanding
Financial market analysis
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.
  • You will support business development targets, build relationships with colleagues and partners, and ensure adherence to compliance procedures.
  • CIBC offers competitive compensation, banking benefits, a defined benefit pension plan, and opportunities for professional growth.

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 relationship management
  • Sales cycle understanding
  • Financial market analysis
  • Compliance procedures adherence
  • Client servicing experience

Nice-to-have

  • Relationship-oriented banking
  • Teamwork and collaboration
  • Client-centric approach
  • Ambition and strengths empowerment
  • Values driven work environment

Key Requirements

  • Degree or diploma in Business or Economics
  • 4-6 years client servicing experience
  • CFA Level 1 completed
  • Canadian Investment Manager designation
  • Legally eligible to work in Canada

Work Rights

Legally eligible to work

Tailored Resume

Cover Letter