Cibc
Finance
Associate,InvestmentCounsellor
“Associate, Investment Counsellor at Cibc. Skills: Investment advising, Client servicing, Wealth management. Provide assistance to the Investment Counsellor in servicing the investment needs of complex, sophisticated high net-worth clients. Support the IC in the achievement of business development targets resulting in new CPIC clients”
What You'll Achieve.
Achievement of business development targets resulting in new CPIC clients; Grow high net worth client assets
Industry & Context.
Financial analysis skills; Analyze market data to identify activities or conditions that may impact business
Legally eligible to work at the location(s) specified, Valid work or study permit (where applicable), May be asked to complete an attribute-based assessment and other skills test (such as simulation, coding, French proficiency), Use of artificial intelligence tools during the recruitment process
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, 12 months of relevant investment management experience, Received the Canadian Investment Manager designation, 24 months of relevant investment management experience
What You'll Do.
Provide assistance to the Investment Counsellor in servicing the investment needs of complex
sophisticated high net-worth clients
Support the IC in the achievement of business development targets resulting in new CPIC clients
Participate in preparing marketing material for IC review
Deliver marketing presentations
Ensure day-to-day activities are compliant with policies
guidelines and legislation/regulations
Escalate potential issues to IC
Keep up-to-date with current events
overall economic and financial environment
Analyze market data to identify activities or conditions that may impact business
How You'll Work.
Team & Collaboration
Establish and maintain effective partnership and teamwork with colleagues; Build relationships within the CPIC team and other business partners; Participate in coaching sessions by the ICs; Work 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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