Cibc
Finance
Associate,InvestmentCounsellor
“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.
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
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