Private Investment Counsellor - Bilingual

CIBC Capital Markets

Montréal, Canada
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High-net-worth client portfolio management
Investment product and service presentation
Client relationship management
** CIBC Capital Markets is seeking a bilingual Private Investment Counsellor in Montréal to manage high-net-worth client portfolios by leveraging deep investment knowledge and relationship management skills. The role emphasizes client service, business development, and operational excellence, while promoting a supportive and inclusive work culture. **

Job Summary

  • As a Private Investment Counsellor, you will be responsible for building and maintaining a portfolio of high-net-worth clients through various prospecting methods such as networking, telemarketing, seminars, trade shows and other marketing tools.
  • Develop strong and effective working relationships with clients and third parties, such as Accountants working with clients.
  • At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential.

Matching Summary

Match Score: 75

** CIBC Capital Markets is seeking a bilingual Private Investment Counsellor in Montréal to manage high-net-worth client portfolios by leveraging deep investment knowledge and relationship management skills. The role emphasizes client service, business development, and operational excellence, while promoting a supportive and inclusive work culture. **

Skills & Requirements

Must-have

  • High-net-worth client portfolio management
  • Investment product and service presentation
  • Client relationship management
  • Business development and prospecting
  • Financial needs analysis
  • Sales strategy development

Nice-to-have

  • Relationship-oriented banking
  • Empowered work environment
  • Meaningful impact and value
  • Strong analytic and inductive thinking

Key Requirements

  • Degree in business or related field
  • CFA or CIM designation or equivalent
  • Eligible for full ICPM registration
  • Fluent in French and English

Work Rights

Not specified

Tailored Resume

Cover Letter