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About the Role
We are building a relationship-oriented bank for the modern world, seeking talented and passionate professionals dedicated to doing what’s right for our clients. At CIBC, we empower our team members to make a meaningful impact and value their contributions.
Responsibilities
- Build and grow client portfolios through dedicated relationship management, trusted investment advice, and exceptional client service.
- Work closely with Investment Advisors to manage portfolios and develop new business.
- Engage with high-net-worth clients to offer support, uncover business opportunities, and improve the client experience.
- Focus on each client's experience and connect on a personal level to make every interaction meaningful.
- Anticipate client needs and communicate promptly with the team to build trust and deepen client relationships.
- Identify activities, processes, and opportunities to improve the client experience.
- Proactively identify business opportunities for the team.
- Support business development activities and assist in building investment plans based on client profiles, goals, and risk/reward tolerance.
- Heighten CIBC brand awareness in the community by attending local events and participating in marketing and outreach activities.
- Grow your network to create lasting connections that will generate future opportunities.
Requirements
- Certified professional with current accreditation and in good standing as an Investment Representative (IR) with Canadian Investment Regulatory Organization - Investment Dealer (CIRO-ID).
- 3+ years of Brokerage industry experience.
- Working knowledge of various quotation equipment.
- Must be legally eligible to work at the specified location(s).
- May be asked to complete an attribute-based assessment and other skills tests.
Skills
- Analytical Thinking
- Business Development
- Business Documentation
- Customer Experience (CX)
- Developing Proposals
- Financial Products
- Investment Portfolios
- Marketing Activities
- Transaction Banking
- Work Collaboratively
- Relationship management
- Investment advice
- Client service
- Critical thinking
Location
- London-255 Queens, 2200
Work Type
- On-site full-time
- Regular
Experience Level
- 3+ years of Brokerage industry experience
Education Level
- Investment Representative (IR) accreditation
- Registered Representative (RR) licensing (asset)
Salary/Compensations
- $48,880 to $56,980
Benefits
- Participation in an annual discretionary incentive or bonus program
- Competitive salary
- Incentive pay
- Banking benefits
- Benefits program
- Defined benefit pension plan
- Employee share purchase plan
- Vacation offering
- Wellbeing support
- MomentMakers recognition program
- Purpose Day (paid day off for growth and development)
About the Company
- CIBC is building a relationship-oriented bank for the modern world.
- At CIBC, we embrace your strengths and your ambitions, so you are empowered at work.
- Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute.
- CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong.
- We seek applicants with a wide range of abilities and we provide an accessible candidate experience.
Equal Opportunity
- CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong.
- We seek applicants with a wide range of abilities and we provide an accessible candidate experience.
- If you need accommodation, please contact Mailbox.careers-carrieres@cibc.com.