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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.
- Deploy assets into suitable financial products based on client risk/reward tolerances.
- Engage in marketing and business development activities to identify, attract, and convert prospects into clients.
- Proactively service clients and address investment-related questions.
- Make decisions on moderately complex issues to enhance client experience and achieve goals.
- Develop investment plans and written proposals for prospects and clients.
- Analyze information and trends, applying them to individual client circumstances.
- Participate in seminars for clients and prospects in collaboration with team members.
- Demonstrate well-developed presentation skills to convey ideas to clients.
Requirements
- Possess a post-secondary degree/diploma.
- Have 4+ years of relevant experience in the brokerage space.
- Hold current accreditation and good standing as a Registered Representative (RR) with Canadian Investment Regulatory Organization - Investment Dealer (CIRO-ID).
- Be legally eligible to work at the specified location(s).
- May be asked to complete an attribute-based assessment and other skills tests.
- Must have a valid work or study permit, where applicable.
Skills
- Interpersonal skills
- Relationship building
- Networking
- Prospecting
- Client relationship management
- Investment planning
- Business development
- Client service
- Customer experience (CX)
- Financial advising
- Proposal writing
- Results-oriented
- Presentation skills
Location
- London-255 Queens, 2200
Work Type
- Regular
- Full-time
Experience Level
- 4+ years of relevant experience
Education Level
- Post secondary degree/diploma
Benefits
- Competitive compensation
- 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.
- To learn more about CIBC, please visit CIBC.com.
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.
- CIBC is committed to clarity in our hiring process.
- All roles posted are opportunities we’re actively recruiting for, unless stated otherwise.
- We use artificial intelligence tools during the recruitment process.