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 we aspire to give you a career rather than just a paycheck, offering competitive compensation and benefits.
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 services support
Client portfolio growth
Needs-based approach
Local market understanding
Nice-to-have
Building lasting connections
Community brand awareness
Empowered to take initiative
Passionate about people
Engage with purpose
Key Requirements
1-3 years experience in financial advice
CIRO-MFD certification
AMF licensing (Quebec)
Canadian Securities Course (CSC)/CIFC/IFC accreditation