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.
Mentor a team of advisors to problem solve and provide comprehensive financial advice, help clients to secure their futures, own homes, and set up businesses.
At CIBC, your goals are a priority. We work to recognize you in meaningful, personalized ways including a competitive compensation, a banking benefit, wellbeing support and additional offers.
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
Relationship-oriented banking
Complex client portfolio management
Comprehensive financial planning
Exceptional client service
Investment, retirement, and credit planning
CIRO-ID licensing
Nice-to-have
Modern banking environment
Mentoring and coaching advisors
Local market trend expertise
Building and leveraging networks
Key Requirements
Postsecondary degree/diploma and/or 4 years of relevant experience