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About the Role
As a member of the Imperial Service Team, you’ll manage and grow a dedicated client portfolio through key relationship management, creating comprehensive financial plans and providing exceptional client service. You’ll expertly deliver on CIBC’s Imperial Service approach, taking responsibility for a large portfolio and helping clients plan for today’s needs and tomorrow’s goals. You’ll proactively engage with many new and existing clients to make lasting connections and understand their goals, build their financial plan using advanced CIBC tools, and give them the right advice to help them make well-informed choices for their future.
Responsibilities
- Manage and grow a dedicated client portfolio through key relationship management.
- Create comprehensive financial plans.
- Provide exceptional client service.
- Proactively engage with new and existing clients to make lasting connections and understand their goals.
- Build financial plans using advanced CIBC tools.
- Provide advice to help clients make well-informed choices for their future.
- Focus on each client experience and connect on a personal level to make every interaction meaningful.
- Deliver trusted investment advice and create personalized financial plans to enhance existing relationships.
- Cultivate your network to establish new client relationships.
- Understand your local market and potential client base to create a comprehensive sales plan that will convert leads into new clients.
- Build connections, create opportunities, and deliver bottom line results using strong relationship building and networking skills.
- Leverage CIBC’s wide range of credit and investment solutions to provide a needs-based approach.
- Heighten CIBC brand awareness in your 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
- You have a postsecondary degree/diploma and/or 4 years of relevant experience.
- You are a certified professional with current accreditation and good standing as a Registered Representative (RR) with Canadian Investment Regulatory Organization - Investment Dealer (CIRO-ID).
- You must also have your Personal Financial Planner (PFP) designation or Certified Financial Planner (CFP) designation, or Qualified Associate Financial Planner (QAFP) designation.
- You need to be legally eligible to work at the specified location(s).
- Where applicable, must have a valid work or study permit.
- May be asked to complete an attribute-based assessment and other skills test (such as simulation, coding, French proficiency).
Skills
- Business Development
- Client Service
- Community Connections
- Financial Advising
- Investments
- Lending
- Portfolio Management
- Results-Oriented
Location
- London-780 Hyde Park Road
Work Type
- On-site full-time
- Regular
Experience Level
- 4 years of relevant experience
Education Level
- Postsecondary degree/diploma
- Registered Representative (RR) with Canadian Investment Regulatory Organization - Investment Dealer (CIRO-ID)
- Personal Financial Planner (PFP) designation
- Certified Financial Planner (CFP) designation
- Qualified Associate Financial Planner (QAFP) designation
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
About the Company
- We’re 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 their contributions.
- 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