Manage and grow a dedicated client portfolio through key relationship management, creating comprehensive financial plans and providing exceptional client service
Job Summary
Manage and grow a dedicated client portfolio through key relationship management, creating comprehensive financial plans and providing exceptional client service.
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; we aspire to give you a career, rather than just a paycheck, with a competitive salary, incentive pay, banking benefits, and a defined benefit pension plan.
Matching Summary
Manage and grow a dedicated client portfolio through key relationship management, creating comprehensive financial plans and providing exceptional client service.
Skills & Requirements
Must-have
Relationship management
Financial planning
Client portfolio management
Investment advice
Business development
Nice-to-have
Community involvement
Relationship building
Networking skills
Empowered at work
Values matter
Key Requirements
Postsecondary degree/diploma and/or 4 years relevant experience
Certified professional (CIRO-ID)
Current accreditation and good standing for CIRO-ID licensing