We’re building a relationship-oriented bank for the modern world. Reporting to the Executive Director and Regional Head, the Associate, Investment Counsellor I (AIC I) provides assistance to the Investment Counsellor in servicing the investment needs of complex, sophisticated high net-worth clients. Details on your work arrangement (proportion of on-site and remote work) will be discussed at the time of your interview.

Support the IC in the achievement of business development targets resulting in new CPIC clients - Under the direct supervision of the IC, understand the concepts and processes of the sales cycle and develop the ability to identify the opportunities to develop and win new business for CPIC. You will participate, and gradually take more in responsibility in preparing marketing material for IC review and develop skills and credibility to be able to deliver marketing presentations alone. You will participate in coaching sessions by the ICs to continue development of investment knowledge, concepts and skills, client relationship management techniques, sales skills and the continued development of understanding the unique service offering of CPIC.

Understanding the partnership, you will begin to work with key CIBC partners in Wealth Management including Private Banking Advisors, CIBC Trust and Imperial Service, to grow high net worth client assets, while participating in the high performance sales culture as part of CIBC/CPIC. Ensure adherence to CIBC's compliance procedures and standards - Ensure day-to-day activities are compliant with policies, procedures,



guidelines and legislation/regulations and elevate potential issues to IC and maintain appropriate industry registration status. Continuously update knowledge and skills in order to meet customer needs and interaction preferences - Keep up-to-date with current events, overall economic and financial environment, trends, products, selling techniques, etc. and in particular those related to the area of specialty and analyze market data to identify activities or conditions that may impact business.

Master’s degree would be an asset. You can demonstrate experience in a client servicing role in a financial institution (4-6 years), preferably related to the high net worth clients. You have committed to the Chartered Financial Analyst program and have completed Level 1 and have 12 months of relevant investment management experience, which is preferred, OR you received the Canadian Investment Manager designation and have 24 months of relevant investment management experience.

You know that relationships and networks are essential to success. You have strong financial analysis skills along with,



an understanding of investments and of markets sufficient to understand the concepts of detailed and complex inquiries from a sophisticated, knowledgeable and high net worth client group. You have sales management skills - this may include sales models, principles and techniques sufficient to execute sales strategies effectively selling CPIC tailored solutions.

We work to recognize you in meaningful, personalized ways include a competitive compensation, a banking benefit*, wellbeing support and additional offers such as employee and family assistance programs and 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. Suite 1900 Employment Type Regular Weekly Hours 37.5 Skills Business Development, Client Service, Customer Experience (CX), Investment Advising, Portfolio Management, Service Delivery, Wealth Management 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 setting 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. #

📌 Associate, Private Investment Counsel (Ottawa)
🏢 Canadian Imperial Bank of Commerce
📍 Ottawa