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 environment.
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 current 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. #J-18808-Ljbffr
📌 Investment Counsellor Support at CIBC (Winnipeg)
🏢 CIBC
📍 Winnipeg
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