About this role
Role Overview
- manage and grow a dedicated client portfolio through key relationship management
- create comprehensive financial plans
- provide exceptional client service
- expertly deliver on CIBC’s Imperial Service approach
- proactively engage with new and existing clients
- build financial plans using advanced CIBC tools
- give clients the right advice to help them make informed choices
Requirements
- postsecondary degree/diploma
- 4 years of relevant experience
- certified professional
- Canadian Investment Regulatory Organization
- Investment Dealer (CIRO-ID)
- current accreditation and good standing for CIRO-ID licensing
Benefits
- competitive salary
- incentive pay
- banking benefits
- benefits program*
- defined benefit pension plan*
- employee share purchase plan
- vacation offering
- wellbeing support
- MomentMakers, our social, points-based recognition program