Join CIBC as an Associate Investment Counsellor I and support the financial needs of high net-worth clients. Leverage your skills in business development within a cooperative banking environment.

This role, reporting to the Executive Director, involves assisting in client service and the investment process. You will work closely with the Investment Counsellor to achieve business development targets and foster seamless teamwork. Continuous learning and maintaining compliance with industry standards are key components of this position.

Key Responsibilities: • Assist in targeting new high net-worth clients • Collaborate with CPIC and business partners • Uphold adherence to compliance procedures • Enhance investment knowledge and selling techniques • Participate in client relationship management training

Requirements: • Bachelor's degree in Business or Economics required • 4-6 years experience in client service preferred • Completion of CFA Level 1 or Canadian Investment Manager designation • Strong communication and analytical skills • Proven ability to influence and build relationships

Bring your passion for client solutions to CIBC as an Associate Investment Counsellor.

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