You’ll manage and grow a dedicated client portfolio through key relationship management, creating comprehensive financial plans and providing exceptional client service
Job Summary
You’ll manage and grow a dedicated client portfolio through key relationship management, creating comprehensive financial plans and providing exceptional client service.
You’ll proactively engage with many new and existing clients to make lasting connections and understand their goals, build their financial plan using advanced CIBC tools, and give them the right advice to help them make well-informed choices for their future.
At CIBC, your goals are a priority and we aspire to give you a career, rather than just a paycheck, offering a competitive salary, incentive pay, banking benefits, and a defined benefit pension plan.
Matching Summary
You’ll manage and grow a dedicated client portfolio through key relationship management, creating comprehensive financial plans and providing exceptional client service.
Skills & Requirements
Must-have
Client portfolio management
Comprehensive financial planning
Exceptional client service
Relationship management
Investment advice
Local market understanding
Nice-to-have
Relationship building and networking
Community brand awareness
Embrace and advocate for change
Engage with heart and mind
Act like an owner
Key Requirements
Postsecondary degree/diploma and/or 4 years relevant experience