Empower high net-worth clients as an Associate Investment Counsellor at CIBC in Winnipeg, Manitoba. Enhance client service while developing business opportunities in an inclusive, relationship-focused setting.
As an Associate Investment Counsellor I, you will support the Investment Counsellor in delivering personalized investment services. Collaborate with colleagues to grow high net-worth client relationships while adhering to compliance standards. Continuous learning is valued, enabling you to refine your investment knowledge and client management skills.
Key Responsibilities:
• Assist in achieving business development targets for new clients
• Build effective partnerships with CPIC team and business partners
• Ensure compliance with policies and guidelines




• Stay updated on economic trends and investment products
• Prepare marketing materials and presentations for clients
Requirements:
• Degree in Business or Economics; Master’s an asset
• 4-6 years of client servicing experience in finance
• CFA Level 1 or Canadian Investment Manager designation
• Excellent communication skills with clients
• Strong financial analysis and sales management abilities
Elevate your investment career while supporting CIBC's commitment to client success.
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📌 Investment Counsellor Support at CIBC (Winnipeg)
🏢 CIBC
📍 Winnipeg