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, offering a career rather than just a paycheck.
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
Financial services support
Client portfolio growth
Needs-based approach
Business development planning
Community brand awareness
Nice-to-have
Client engagement focus
Tailored advice and solutions
Network cultivation
Authentic connections
Goal-oriented mindset
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