We’re building a relationship-oriented bank for the modern world. What you’ll be doing As a Private Investment Counsellor, you will be responsible for building and maintaining a portfolio of high-net-worth clients through various prospecting methods such as networking, telemarketing, seminars, trade shows and other marketing tools. You will apply extensive in-depth knowledge to present a broad array of products and services to clients including individual equities, fixed-income offerings, managed products, third-party investments and insurance, and other solutions to meet clients’ financial needs.

You will have ownership of processes and milestones, connecting people and networks, and drawing on the Bank’s broader team and supporting our community. The role devises new methods to advise clients using strong analytic and inductive thinking, delivering excellence every day with high-quality technology and service, making clients’ goals their own. Details on your work arrangement (proportion of on-site and remote work) will be discussed at the time of your interview.

Full accountability to service the investment needs of high net worth clients in portfolio. Understand the specific needs of clients, including their tolerance for risk and long-term objectives and recommend appropriate asset mix based on client needs. Proactively communicate with clients managing client meetings, handling enquiries, providing information, and fulfilling client expectations overall and identifying new opportunities to grow assets under management.

Has full accountability to continue to profitably grow the client base and to increase assets under management by developing and following a comprehensive business and marketing plan. Maintain a positive public visibility within assigned area of market.



Proactively approach business development activities to identify, attract and win new business by primarily working high net worth clients, institutions, and businesses.

Network regularly with existing customers and professional networks to build relationships and earn referral business. Utilize appropriate opportunity management techniques to increase the profitability of the existing portfolio and minimize risks. Proactively work with key CIBC partners across CIBC to grow our high net worth client assets.

Participate in the high performance sales culture as part of PWM / CPIC. Support the Investment Counselor through the Investment Policy cycle from creation to trading implementation. Ensure day-to-day activities are compliant with policies, procedures, guidelines and legislation/regulations and elevate potential issues to Market Leader.

Keep up-to-date with current events, overall economic and financial environment, trends, products, selling techniques, etc. Analyze market data to identify activities or conditions that may impact business. You’re an accredited skilled with a CFA or CIM designation or equivalent designation achieved and have equivalent experience and eligible to be fully registered as ICPM.

Having a CFP, CPA, LLB, TEP and/or FEA is an asset. You have a degree in business or a related field. Having a MBA, is an asset.



You can demonstrate extensive investment industry knowledge and experience in structuring individual, complex investment solutions for high net worth clients.

You have experience in structuring individual, complex investment solutions for high net worth clients. You have developed knowledge of sales management skills including sales models, principles and techniques sufficient to develop sales strategies and effectively sell CPIC tailored solutions. Strong financial analysis skills sufficient to provide expert advice on complex, unique and high value deals.

You have developed relationship management skills and possess the investment credibility to make persuasive recommendations to a sophisticated, knowledgeable and high net-worth client group to achieve assigned sales and asset under management targets. wellbeing support employee and family assistance programs MomentMakers, our social, points-based recognition program You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit. We may ask you to complete an attribute-based assessment and other skills test (such as simulation, coding, French proficiency). We use artificial intelligence tools during the recruitment process.

Business Development Client Service Customer

Experience (CX) Investment Advising At CIBC, we are in business to help our clients, employees and shareholders achieve what is important to them. Working with CIBC makes you a part of a work environment committed to our clients, employees and communities - a place where you can excel. Every day, our 48,000 employees help our clients achieve their financial goals, because what matters to our clients, matters to us. #

📌 Private Investment Counsellor (Victoria)
🏢 Canadian Imperial Bank of Commerce
📍 Victoria