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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.
- Engage directly 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 profile.
- Provide timely responses to client requests.
- Improve team productivity.
- Heighten CIBC brand awareness in the community through events and outreach.
- Grow professional networks to create 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).
- 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.
- Must have a valid work or study permit where applicable.
Skills
- Analytical Thinking
- Business Development
- Business Documentation
- Customer Experience (CX)
- Developing Proposals
- Financial Products
- Investment Portfolios
- Marketing Activities
- Transaction Banking
- Work Collaboratively
Location
- 333 Bay Street, 28th floor
Work Type
- On-site full-time
- Regular
- Full-time
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.
- We embrace employee strengths and ambitions, empowering them at work.
- Our team members have what they need to make a meaningful impact and are truly valued.
- 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.