Private Investment Counsellor

CIBC Capital Markets

Edmonton, AB, CA
Competitive salary; incentive pyy available; defin...
Fully remote
High net worth client relationship management
Investment portfolio structuring and analysis
Prospecting and business development strategies
The role focuses on building and maintaining relationships with high-net-worth clients while delivering tailored investment solutions

Job Summary

  • The role focuses on building and maintaining relationships with high-net-worth clients while delivering tailored investment solutions.
  • Candidates are expected to proactively grow the client base and assets under management through comprehensive marketing and networking plans.
  • CIBC offers a competitive salary, incentive pay, a defined benefit pension plan, and a culture that supports personal growth and innovation.

Matching Summary

The role focuses on building and maintaining relationships with high-net-worth clients while delivering tailored investment solutions.

Salary

Competitive salary; Incentive pay available; Defined benefit pension plan included

Skills & Requirements

Must-have

  • High net worth client relationship management
  • Investment portfolio structuring and analysis
  • Prospecting and business development strategies
  • Client risk tolerance assessment
  • Asset under management growth

Nice-to-have

  • Strong attention to detail in fast-paced environment
  • Experience with complex unique investment solutions
  • Collaboration with internal wealth partners
  • Innovation and client service values
  • Sales coaching and leadership participation

Key Requirements

  • Degree in business or related field
  • CFA or CIM designation required
  • Eligibility for ICPM registration
  • Extensive investment industry experience
  • Legal eligibility to work in Canada

Work Rights

Must be legally eligible to work in Canada

Tailored Resume

Cover Letter