Associate Investment Advisor at CIBC (Montreal)

Associate Investment Advisor at CIBC (Montreal)

17 Sep
|
Canadian Imperial Bank of Commerce
|
Montreal

17 Sep

Canadian Imperial Bank of Commerce

Montreal

Start your journey at CIBC as an Associate Investment Advisor, focusing on high net-worth client needs in a modern banking workplace.

In this role, you will provide direct support to an Investment Counsellor while engaging with sophisticated clients. Your responsibilities will include assisting in the preparation of marketing presentations and developing sales skills. You’ll work closely with CIBC partners to grow assets and understand investment management requirements.

Key Responsibilities: • Assist in achieving business development targets • Aid in preparing and presenting marketing materials • Build relationships with CPIC and business partners • Participate in coaching sessions to enhance investment knowledge • Ensure compliance with company policies and regulations

Requirements: • Background in Business or Economics • Minimum of 4 years experience with high net-worth clients • Level 1 CFA candidate or CIM designation holder • Excellent communication and analytical skills • Strong relationship-building abilities in finance

Make a meaningful impact at CIBC and contribute to client financial success. #J-18808-Ljbffr

📌 Associate Investment Advisor at CIBC (Montreal)
🏢 Canadian Imperial Bank of Commerce
📍 Montreal

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