Investment Counsellor Associate at CIBC (Manitoba)

Investment Counsellor Associate at CIBC (Manitoba)

08 Aug
|
Canadian Imperial Bank of Commerce
|
Manitoba

08 Aug

Canadian Imperial Bank of Commerce

Manitoba

Elevate your career as an Associate Investment Counsellor at CIBC in Winnipeg, MB. Support high net-worth clients and collaborate within a dynamic Wealth Management team.

In this role, you'll assist the Investment Counsellor in servicing sophisticated clients, employing skills in business development and client relationship management. Build essential partnerships, participate in sales processes, and contribute to high-performing team dynamics. Staying current with market trends will also be critical for your success at CIBC.

Key Responsibilities:
• Assist Investment Counsellor in client service activities
• Develop marketing materials under supervision
• Build relationships with internal Wealth Management partners




• Ensure compliance with CIBC’s regulations
• Stay updated on economic trends impacting investments

Requirements:
• Degree or diploma in Business or Economics
• 4-6 years in a financial client servicing role
• Progress towards CFA or Canadian Investment Manager designation
• Robust financial analysis and sales management skills
• Excellent verbal and written communication abilities

Leverage your investment knowledge and client service capabilities to thrive at CIBC.
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📌 Investment Counsellor Associate at CIBC (Manitoba)
🏢 Canadian Imperial Bank of Commerce
📍 Manitoba

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