Not specified; not specified; competitive compensa...
Fully remote
Client portfolio management
Comprehensive financial planning
Investment advice delivery
The role involves managing a large client portfolio by creating personalized financial plans and providing trusted investment advice to help clients achieve their goals
Job Summary
The role involves managing a large client portfolio by creating personalized financial plans and providing trusted investment advice to help clients achieve their goals.
Candidates are expected to actively engage in business development by understanding the local market and converting leads into loyal clients through needs-based solutions.
CIBC offers a competitive compensation package, wellbeing support, and opportunities for employees to tap into their strengths and ambitions within an inclusive environment.
Matching Summary
The role involves managing a large client portfolio by creating personalized financial plans and providing trusted investment advice to help clients achieve their goals.
Salary
Not specified; Not specified; Competitive compensation and banking benefits included
Skills & Requirements
Must-have
Client portfolio management
Comprehensive financial planning
Investment advice delivery
Business development execution
Community networking
Nice-to-have
Passionate about people
Goal oriented mindset
Diverse network building
Authentic relationship connection
Continuous evolution of thinking
Key Requirements
1.5 – 3 years experience in financial advisory
CIRO-ID certification with current accreditation
Canadian Securities Course (CSC) completed within past 3 years