Private Investment Counsellor

CIBC

Edmonton, Canada
Competitive salary; incentive pyy; defined benefit...
Fully remote
High net worth client portfolio management
Investment product knowledge equities fixed income
Prospecting via networking telemarketing seminars
The role involves building and maintaining a portfolio of high-net-worth clients through various prospecting methods such as networking and seminars

Job Summary

  • The role involves building and maintaining a portfolio of high-net-worth clients through various prospecting methods such as networking and seminars.
  • Candidates must have extensive investment industry knowledge to structure individual, complex investment solutions for sophisticated clients.
  • CIBC offers a competitive salary, incentive pay, banking benefits, a defined benefit pension plan, and a culture focused on employee strengths.

Matching Summary

The role involves building and maintaining a portfolio of high-net-worth clients through various prospecting methods such as networking and seminars.

Salary

Competitive salary; Incentive pay; Defined benefit pension plan

Skills & Requirements

Must-have

  • High net worth client portfolio management
  • Investment product knowledge equities fixed income
  • Prospecting via networking telemarketing seminars
  • Client relationship development and retention
  • Sales strategy execution for asset growth

Nice-to-have

  • Strong analytic and inductive thinking skills
  • Collaborative teamwork and innovation mindset
  • Experience with complex investment solutions
  • Ability to manage associate performance
  • Commitment to client-first values

Key Requirements

  • Degree in business or related field
  • CFA or CIM designation required
  • Eligibility for full ICPM registration
  • Experience structuring complex investment solutions
  • Legal eligibility to work in Canada

Work Rights

Must be legally eligible to work in Canada

Tailored Resume

Cover Letter