Current ciro-id investment representative accreditation
Fluency in french and english languages
Experience in financial services or brokerage industry
The role involves working closely with Investment Advisors to manage portfolios and develop new business opportunities for high-net-worth clients
Job Summary
The role involves working closely with Investment Advisors to manage portfolios and develop new business opportunities for high-net-worth clients.
CIBC offers a competitive salary, incentive pay, banking benefits, a defined benefit pension plan, and an employee share purchase plan.
Success in this position requires engaging with clients on a personal level to anticipate needs and deepen relationships while maintaining brand awareness.
Matching Summary
The role involves working closely with Investment Advisors to manage portfolios and develop new business opportunities for high-net-worth clients.
Salary
Competitive salary; Incentive pay available; Benefits include pension plan and share purchase plan
Skills & Requirements
Must-have
Current CIRO-ID Investment Representative accreditation
Fluency in French and English languages
Experience in financial services or brokerage industry