Elevate client financial experiences as an Associate Investment Advisor at CIBC in London. Build meaningful relationships while executing investment strategies and financial planning resources.
CIBC is seeking an Associate Investment Advisor dedicated to managing and enhancing client relationships. You will identify business opportunities and develop investment plans while collaborating with financial planning teams to ensure tailored service. Your role will drive business growth and help clients meet their investment goals effectively.
Key Responsibilities:
• Manage client portfolios and investment policies
• Develop personalized investment and financial plans
• Cultivate relationships with Centers of Influence
• Identify and drive recent business opportunities
• Execute business and client service plans
Requirements:
• 6+ years in the investment industry
• Certified with CIRO-ID, CFP, and CIM
• Strong analytical and problem-solving skills
• Excellent relationship building abilities
• Detail-oriented with client-first mindset
Lead the way in investment advising, combining your expertise with a passion for client relations at CIBC.
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📌 Investment Advisor at CIBC London
🏢 Canadian Imperial Bank of Commerce
📍 London