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 workplace. 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.

📌 Investment Counsellor Support at CIBC (Winnipeg)
🏢 CIBC
📍 Winnipeg