Associate Investment Advisor

CIBC Capital Markets

Toronto, Canada
Relationship management
Investment advice
Client service
Build and grow client portfolios through dedicated relationship management, trusted investment advice, and exceptional client service

Job Summary

  • Build and grow client portfolios through dedicated relationship management, trusted investment advice, and exceptional client service.
  • Engage in marketing and business development activities to identify, attract, and convert prospects into clients.
  • CIBC offers competitive compensation, banking benefits, wellbeing support, and recognition programs.

Matching Summary

Build and grow client portfolios through dedicated relationship management, trusted investment advice, and exceptional client service.

Skills & Requirements

Must-have

  • Relationship management
  • Investment advice
  • Client service
  • Business development
  • Asset accumulation
  • Client portfolio growth

Nice-to-have

  • Passion for people
  • Ownership mentality
  • Client-centric problem solving
  • Diverse network
  • Authenticity and respect

Key Requirements

  • Registered Representative (RR) with CIRO-ID
  • Postsecondary degree/diploma or 4 years relevant experience
  • Legally eligible to work in Canada

Work Rights

Legally eligible to work

Tailored Resume

Cover Letter