Manage and grow a dedicated client portfolio through key relationship management, creating comprehensive financial plans and providing exceptional client service
Job Summary
Manage and grow a dedicated client portfolio through key relationship management, creating comprehensive financial plans and providing exceptional client service.
Proactively engage with many new and existing clients to make lasting connections and understand their goals, build their financial plan using advanced CIBC tools, and give them the right advice to help them make well-informed choices for their future.
CIBC offers a competitive salary, incentive pay, banking benefits, a health benefits program, a defined benefit pension plan, an employee share purchase plan, and MomentMakers.
Matching Summary
Manage and grow a dedicated client portfolio through key relationship management, creating comprehensive financial plans and providing exceptional client service.
Skills & Requirements
Must-have
relationship management
financial planning
client engagement
business development
community involvement
Nice-to-have
client-focused approach
goal-oriented mindset
embrace change
act like an owner
Key Requirements
1.5 – 3 years experience in financial advisory role
Current IIROC licensing requirements
Canadian Securities Course (CSC) within 3 years
Conduct and Practices Handbook Course (CPH)
Wealth Management Essentials Course (WME)
Personal Financial Planner (PFP) within 24 months
AMF licensing (Quebec)
Canadian Investment Funds Course (CIFC) or CSC for AMF