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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

Work closely with Investment Advisors to manage portfolios and develop new business.
Directly engage with high-net-worth clients to offer support and uncover opportunities.
Proactively improve the client experience.
Maintain compliance standards in client dealings and files.
Conduct administrative activities supporting Investment Advisors and teams.
Engage in marketing and business development activities.
Assist in the development of investment plans and written proposals.
Assist in directing assets into suitable financial products based on client risk tolerance and demographics.
Heighten CIBC brand awareness by attending local events and participating in marketing/outreach.
Grow your network to create lasting connections and generate future opportunities.
Connect clients with the right opportunities.
Provide timely responses to client requests.
Improve team productivity.
Proactively uncover business opportunities.
Help direct assets into the right financial products.

Requirements

Certified professional with current accreditation and in good standing as an Investment Representative (IR) with Canadian Investment Regulatory Organization - Investment Dealer (CIRO-ID).
Brokerage industry experience required.
Working knowledge of various quotation equipment required.
Legally eligible to work at the specified location(s).
May be asked to complete an attribute-based assessment and other skills tests.

Skills

Client Engagement
Administrative Support
Relationship Building
Organizational Skills
Accountability
Analytical Thinking
Client Relations

Location

Toronto-200 King St. W., 18th

Work Type

On-site full-time
Regular
37.5 hours per week

Salary/Compensations

$51,500 to $60,200

Benefits

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 providing fair, equitable, and competitive compensation opportunities for all employees.
Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.
We cultivate a culture where you can express your ambition through initiatives like Purpose Day.

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.
We use artificial intelligence tools during the recruitment process.