Private Investment Counsellor - Bilingual

CIBC

Montréal, Quebec, Canada
**
Build and maintain high-net-worth client portfolios
Present broad array of investment products and services
Develop strong client relationships with third parties
** CIBC is seeking a bilingual Private Investment Counsellor in Montréal, responsible for managing high-net-worth client portfolios and providing tailored investment solutions. The role emphasizes relationship building, client service, and proactive business development, while offering competitive benefits and a supportive work environment. **

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.
  • You will apply extensive in-depth knowledge to present a broad array of products and services to clients including individual equities, fixed-income offerings, managed products, third-party investments and insurance, and other solutions to meet clients’ financial needs.
  • At CIBC, your goals are a priority and they strive to create opportunities to tap into your potential.

Matching Summary

Match Score: 75

** CIBC is seeking a bilingual Private Investment Counsellor in Montréal, responsible for managing high-net-worth client portfolios and providing tailored investment solutions. The role emphasizes relationship building, client service, and proactive business development, while offering competitive benefits and a supportive work environment. **

Skills & Requirements

Must-have

  • Build and maintain high-net-worth client portfolios
  • Present broad array of investment products and services
  • Develop strong client relationships with third parties
  • Proactively approach business development activities
  • Maintain day-to-day activities compliant with policies

Nice-to-have

  • Embrace strengths and ambitions
  • Make meaningful impact and are valued
  • Cultivate a culture of ambition

Key Requirements

  • Degree in business or related field
  • CFA or CIM designation or equivalent
  • Extensive investment industry knowledge
  • Fluent in French and English

Work Rights

Not specified

Tailored Resume

Cover Letter