Join CIBC as an Associate Investment Counsellor, focusing on high net-worth client support in Winnipeg, Manitoba. Leverage your expertise in investment advising and client service within a collaborative team.

Reporting to the Executive Director, you will help fulfill the investment needs of sophisticated clients. Your role involves developing marketing materials, engaging in business development, and collaborating with partners to enhance service delivery. A commitment to compliance and continuous knowledge growth is crucial to your success in this position.

Key Responsibilities:
• Support the Investment Counsellor in business development efforts
• Establish effective partnerships with colleagues and clients




• Ensure adherence to compliance standards and policies
• Update knowledge on the financial setting and investment trends
• Develop marketing presentations and attend coaching sessions

Requirements:
• Degree or diploma in Business or Economics
• Experience in a financial institution with high net-worth clients
• Completion of CFA Level 1 preferred
• Strong verbal and written communication skills
• Sales management and financial analysis skills essential

Advance your career at CIBC, where client-first values lead to success.
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📌 Associate Investment Counsellor in Winnipeg (Manitoba)
🏢 CIBC
📍 Manitoba