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.
Deeply understand your local market and potential client base to create a comprehensive sales plan that will convert leads into new clients.
At CIBC, your goals are a priority, and they strive to create opportunities to tap into your potential, offering a career rather than just a paycheck.
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
Client relationship management
Financial plan creation
Investment advice delivery
Business development planning
Community brand awareness
Nice-to-have
Relationship-oriented banking
Empowered work environment
Values-driven approach
Continuous evolution of thinking
Key Requirements
Postsecondary degree/diploma and/or 4 years relevant experience