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 collaborative banking setting.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 clientsCollaborate with CPIC and business partnersUphold adherence to compliance proceduresEnhance investment knowledge and selling techniquesParticipate in client relationship management trainingRequirements:Bachelor's degree in Business or Economics required4-6 years experience in client service preferredCompletion of CFA Level 1 or Canadian Investment Manager designationStrong communication and analytical skillsProven ability to influence and build relationshipsBring your passion for client solutions to CIBC as an Associate Investment Counsellor.

📌 Associate Investment Counsellor At Cibc (Riviere-des-Prairies—Pointe-aux-Trembles)
🏢 CIBC
📍 Riviere-des-Prairies—Pointe-aux-Trembles