Manage and grow a complex client portfolio through key relationship management, creating comprehensive financial plans and providing exceptional client service
Job Summary
Manage and grow a complex client portfolio through key relationship management, creating comprehensive financial plans and providing exceptional client service.
Expertly deliver on CIBC’s Imperial Service approach, taking responsibility for a large portfolio and helping clients plan for today’s needs and tomorrow’s goals.
At CIBC, your goals are a priority and they strive to give you a career, rather than just a paycheck.
Matching Summary
Manage and grow a complex client portfolio through key relationship management, creating comprehensive financial plans and providing exceptional client service.
Skills & Requirements
Must-have
Manage and grow client portfolio
Create comprehensive financial plans
Provide exceptional client service
Deliver CIBC's Imperial Service approach
Mentor a team of advisors
Business development and sales planning
Nice-to-have
Relationship-oriented banking
Empowerment at work
Meaningful impact and valued contributions
Embrace strengths and ambitions
Key Requirements
Postsecondary degree/diploma and/or 4 years of relevant experience
Current CIRO-ID licensing and good standing
Current AMF licensing (Quebec) and completion of CIFC or CSC