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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
- Manage and enhance client relationships by executing investment and wealth strategies.
- Engage financial planning and other wealth management resources.
- Nurture and manage relationships with Centers of Influence (COIs) and CIBC partners.
- Identify new business opportunities and acquire referrals.
- Help build and execute business plans, Wealth Management objectives, and client service plans.
- Support business development, revenue, referral, retention, and compliance targets.
- Manage a client portfolio to retain and grow relationships.
- Evaluate client needs and create investment policy statements, asset allocation, investment portfolios, and financial plans.
- Implement client strategies through portfolio management and performance evaluation.
- Drive new sales results through referrals and professional networks.
Requirements
- Current accreditation and good standing as a Registered Representative (RR) with Canadian Investment Regulatory Organization - Investment Dealer (CIRO-ID).
- Plan to pursue Certified Financial Planner (CFP) and/or Chartered Investment Manager (CIM) designations.
- Post-secondary degree/diploma.
- Meticulous attention to detail.
- Strong problem-solving and analytical skills.
- Highly developed client service skills.
- 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
- Business Development
- Client Service
- Customer Experience (CX)
- Financial Advising
- Investment Planning
- Proposal Writing
- Results-Oriented
- Interpersonal skills
- Relationship building skills
- Networking
- Prospecting
- Presentation skills
- Analytical skills
- Problem-solving skills
Location
- London-255 Queens, 2200
Work Type
- Full-time
Experience Level
- 6 years or more of professional experience within the investment industry
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.
- 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 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.