Associate Investment Advisor

CIBC

Vancouver, BC, CA
Not specified; competitive compensation; defined b...
Relationship building skills
Investment planning capabilities
Client service excellence
The role focuses on building and growing client portfolios through dedicated relationship management and trusted investment advice

Job Summary

  • The role focuses on building and growing client portfolios through dedicated relationship management and trusted investment advice.
  • Candidates will engage in marketing and business development to identify, attract, and convert prospects into clients.
  • CIBC offers a competitive compensation package including a defined benefit pension plan and employee share purchase plan.

Matching Summary

The role focuses on building and growing client portfolios through dedicated relationship management and trusted investment advice.

Salary

Not specified; Competitive compensation; Defined benefit pension plan included

Skills & Requirements

Must-have

  • Relationship building skills
  • Investment planning capabilities
  • Client service excellence
  • Business development activities
  • Presentation skills

Nice-to-have

  • Passion for people
  • Diverse network of partners
  • Authentic trust building
  • Results-oriented mindset
  • Team collaboration

Key Requirements

  • Current RR accreditation with CIRO-ID
  • Postsecondary degree or diploma
  • 4 years of relevant experience
  • Good standing as a Registered Representative
  • Legal eligibility to work in Canada

Work Rights

Must be legally eligible to work in Canada

Tailored Resume

Cover Letter