Cibc

Finance

Associate,InvestmentCounsellor

Edmonton, Alberta, Canada FULL TIME Remote Friendly
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for Mid candidates.

The Brief

“Associate, Investment Counsellor at Cibc. Skills: Investment advising, Client service, Wealth management, Business development. Assisting the Investment Counsellor in servicing the investment needs of complex, sophisticated high net-worth clients. Supporting business development targets”

What You'll Achieve.

Achievement of business development targets; Grow high net worth client assets

Industry & Context.

Finance

What They're Looking For.

Must Have

Degree or diploma in Business or Economics, 4-6 years of experience in a client servicing role in a financial institution, Maintain appropriate industry registration status

Nice to Have

Master’s degree, Experience related to high net worth clients, Committed to the Chartered Financial Analyst program and have completed Level 1 and have 12 months of relevant investment management experience, Received the Canadian Investment Manager designation and have 24 months of relevant investment management experience

What You'll Do.

Assisting the Investment Counsellor in servicing the investment needs of complex

sophisticated high net-worth clients

Supporting business development targets

Preparing marketing material

Delivering marketing presentations

Ensuring adherence to compliance procedures and standards

Updating knowledge and skills

Analyzing market data

How You'll Work.

Team & Collaboration

Establishing and maintaining effective partnership and teamwork with colleagues; Building relationships within the CPIC team and other business partners; Working with key CIBC partners in Wealth Management including Private Banking Advisors, CIBC Trust and Imperial Service

Communication Scope

Excellent verbal and written communication skills; Excellent interactive skills sufficient to convey complex conceptual information involving extensive interpretation and opinion

Full Job Description

We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute. To learn more about CIBC, please visit [CIBC.com](https://www.cibc.com/en/about-cibc.html) **What You’ll Be Doing** 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. _At CIBC we enable the work environment most optimal for you to thrive in your role. Details on your work arrangement (proportion of on-site and remote work) will be discussed at the time of your interview._ **How You’ll Succeed** * **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. * **Establish and maintain effective partnership and teamwork with colleagues -** Build relationships within the CPIC team and other business partners to ensure a level of service delivery that is seamless and timely. 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

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