The role focuses on building a dedicated client portfolio through relationship management and exceptional client service as a single point of contact
Job Summary
The role focuses on building a dedicated client portfolio through relationship management and exceptional client service as a single point of contact.
Candidates are expected to deliver tailored advice in areas such as day-to-day banking, investments, lending, and estate planning to help clients secure their futures.
CIBC offers a competitive salary, incentive pay, banking benefits, a defined benefit pension plan, and a paid Purpose Day for professional growth.
Matching Summary
The role focuses on building a dedicated client portfolio through relationship management and exceptional client service as a single point of contact.
Salary
Competitive salary; Incentive pay available; Benefits including pension and share purchase plan
Skills & Requirements
Must-have
Client engagement and relationship building
Tailored financial planning advice
Business development and sales plan creation
Flexible availability for evenings and weekends
On-site full-time work requirement
Nice-to-have
Community involvement and networking skills
Passion for people and authentic connections
Goal-oriented mindset with initiative
Diverse network of partners
Strong accountability and teamwork values
Key Requirements
1-3 years experience in financial advice
CIRO-MFD licensing eligibility
Current AMF accreditation in Quebec
Canadian Securities Course (CSC) or CIFC certification