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CIBC is seeking an Associate, Investment Counsellor in Edmonton to assist in servicing high net-worth clients by supporting business development and maintaining compliance. The ideal candidate should have a degree in Business or Economics, experience in client servicing within a financial institution, and relevant certifications in investment management.
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Job Summary
The Associate, Investment Counsellor I provides assistance to the Investment Counsellor in servicing the investment needs of complex, sophisticated high net-worth clients.
Support the IC in achieving business development targets, establishing partnerships, and ensuring adherence to compliance procedures.
CIBC offers a competitive salary, incentive pay, banking benefits, a defined benefit pension plan, and an employee share purchase plan.
Matching Summary
Match Score: 75
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CIBC is seeking an Associate, Investment Counsellor in Edmonton to assist in servicing high net-worth clients by supporting business development and maintaining compliance. The ideal candidate should have a degree in Business or Economics, experience in client servicing within a financial institution, and relevant certifications in investment management.
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Skills & Requirements
Must-have
client servicing role
financial institution experience
high net worth clients
investment knowledge and skills
sales cycle understanding
compliance procedures and standards
Nice-to-have
relationship-oriented bank
modern world banking
talented passionate professionals
meaningful impact
truly valued
Key Requirements
Degree or diploma in Business or Economics
4-6 years client servicing experience
Chartered Financial Analyst Level 1 completed OR Canadian Investment Manager designation
12 months relevant investment management experience (preferred with CFA)