About this role
Role Overview
- manage and grow a dedicated client portfolio through key relationship management
- create comprehensive financial plans and provide exceptional client service
- expertly deliver on CIBC’s Imperial Service approach
- take responsibility for a large portfolio helping clients plan for today’s needs and tomorrow’s goals
- proactively engage with many new and existing clients to make lasting connections
- understand client goals, build their financial plan, and provide right advice for informed choices
Requirements
- postsecondary degree/diploma and/or 4 years of relevant experience
- certified professional
- Canadian Investment Regulatory Organization
- Investment Dealer (CIRO-ID)
- current accreditation and good standing for CIRO-ID licensing
- certified professional (Quebec) with current accreditation and good standing in AMF licensing
- successful completion of Canadian Investment Funds Course (CIFC) or the Canadian Securities Course (CSC) to support AMF (Autorité des Marchés Financiers) licensing
- Registered Retirement Consultant (RRC).
- asset if you’ve completed CSI/ICB Investment and Taxation Fundamentals Course
- Quebec (0774) and CSI/ICB Legal & Ethical Aspects of Financial Planning Course (0790)
Benefits
- competitive salary
- incentive pay
- banking benefits
- a benefits program*
- defined benefit pension plan*
- an employee share purchase plan
- a vacation offering
- wellbeing support
- MomentMakers, our social, points-based recognition program.
- Purpose Day; a paid day off dedicated for you to use to invest in your growth and development