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.
At CIBC, your goals are a priority and they aspire to give you a career, rather than just a paycheck.
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
Local market understanding
Nice-to-have
Community involvement
Client engagement focus
Personalized client connections
Acting like an owner
Key Requirements
1-3 years experience in financial advice
Certified professional (CIRO-MFD)
Current accreditation for CIRO-MFD licensing
Certified professional (Quebec)
Current AMF licensing
Successful completion of CIFC or CSC for AMF licensing