Build and grow a dedicated client portfolio through relationship management, financial services support, and exceptional client service
Job Summary
Build and grow a dedicated client portfolio through relationship management, financial services support, and exceptional client service.
Deliver on CIBC’s Imperial Service approach, acting as a single point of contact for your clients and helping them plan for today’s needs and tomorrow’s goals.
CIBC offers a competitive salary, incentive pay, banking benefits, a defined benefit pension plan, an employee share purchase plan, and a vacation offering.
Matching Summary
Build and grow a dedicated client portfolio through relationship management, financial services support, and exceptional client service.
Skills & Requirements
Must-have
Relationship management
Financial planning advice
Client portfolio growth
Business development
Community involvement
Nice-to-have
Client-centric approach
Goal-oriented mindset
Empowered to take initiative
Authentic communication style
Key Requirements
1-3 years experience in financial advice
CIRO-MFD certification
Canadian Securities Course (CSC)/Canadian Investments Funds Course (CIFC)/Investment Funds in Canada Course (IFC) accreditation