Drive business growth and client satisfaction as an Investment Counsellor. Collaborate with the team to seize new opportunities and enhance service delivery while building strong client relationships.
This role supports business development for high-net-worth clients, focusing on sales cycle processes and creating effective marketing presentations. Engage in coaching sessions to deepen investment knowledge and foster teamwork among colleagues. Relationship-building with partners is key to achieving seamless service and high client satisfaction.
Key Responsibilities:
• Support business development targets and identify current clients
• Prepare marketing materials and enhance presentation skills
• Build effective partnerships within the team and network
• Ensure compliance with industry standards and practices
• Stay updated on market trends and client needs
Requirements:
• Degree or diploma in Business or Economics
• 4-6 years in client servicing at a financial institution
• CFA Level 1 completion or Canadian Investment Manager designation
• Strong verbal and written communication skills
• Proven relationship-building and financial analysis abilities
Utilize your expertise in investments and client relations to contribute to business development and ensure top-tier service quality.
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Apply on Kit Job: kitjob.ca/job/2g9hi5
📌 Investment Counsellor for High Net Worth Clients (Edmonton)
🏢 Canadian Imperial Bank of Commerce
📍 Edmonton
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