Advance your career at CIBC as an Investment Counsellor Associate. Engage with high net-worth clients while honing your skills in a flexible work environment.
As an Associate, Investment Counsellor I at CIBC, you will report to the Executive Director and support business development for complex clients. This involves understanding the sales cycle and assisting in marketing efforts. Your role focuses on building robust partnerships and contributing to client relationship management, ensuring top-level service delivery.
Key Responsibilities:
• Assist Investment Counsellor in client service
• Support business development initiatives effectively
• Prepare marketing materials for Investment Counsellor review
• Collaborate with colleagues to ensure seamless service
• Maintain compliance with CIBC's procedures and standards
Requirements:
• Degree/diploma in Business or Economics
• 4-6 years in client servicing within finance
• Completion of CFA Level 1 or equivalent
• Strong financial analysis and communication skills
• Commitment to building lasting client relationships
Leverage your financial expertise as you support CIBC's investment counselling efforts.
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📌 CIBC Investment Counsellor Associate (Ottawa)
🏢 Canadian Imperial Bank of Commerce
📍 Ottawa