Build and grow a dedicated client portfolio through relationship management, financial services support, and exceptional client service
Job Summary
Build and grow a dedicated client portfolio through relationship management, financial services support, and exceptional client service.
Deliver on CIBC’s Imperial Service approach, acting as a single point of contact for your clients and helping them plan for today’s needs and tomorrow’s goals.
At CIBC, your goals are a priority, and they strive to create opportunities to tap into your potential with competitive compensation, banking benefits, and wellbeing support.
Matching Summary
Build and grow a dedicated client portfolio through relationship management, financial services support, and exceptional client service.
Skills & Requirements
Must-have
Relationship management
Client portfolio growth
Financial planning advice
Business development
Community involvement
Nice-to-have
Client engagement focus
Personal level connections
Act like an owner
Goal oriented mindset
Values driven approach
Key Requirements
1-3 years experience in financial advice
CIRO-MFD certification
Canadian Securities Course (CSC)/Canadian Investments Funds Course (CIFC)/Investment Funds in Canada Course (IFC) accreditation