Elevate your career with CIBC as an Associate Investment Counsellor I, specializing in high net-worth client services. Enjoy a flexible work model while supporting investment strategies and business development goals. As an Associate Investment Counsellor I, you will report to the Executive Director to assist in servicing the needs of complex, sophisticated clients.

This role emphasizes collaboration with colleagues to promote effective service and includes involvement in marketing, sales techniques, and compliance adherence. You will be empowered to enhance your skills in a client-focused workplace. Key Responsibilities:

- Support IC in business development and client acquisition
- Build relationships with CPIC team and partners




- Ensure compliance with policy and regulatory standards
- Stay updated on economic trends and market conditions
- Develop presentation and sales skills under IC guidance

Requirements:

- Degree in Business or Economics needed
- 4-6 years in client servicing role preferred
- Completion of Level 1 CFA or Canadian Investment Manager
- Excellent verbal and written communication skills
- Strong relationship-building and sales management capabilities

Utilize your expertise in investments and client management to thrive at CIBC.

📌 Investment Counsellor Associate at CIBC (Ottawa)
🏢 CIBC
📍 Ottawa