CIBC Carriere – Private Investment Counsel Associate

Website CIBC

Job Description:

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.

Job Responsibilities:

  • Reporting to the Investment Counselor (IC) / Market Leader (ML), the Associate Investment Counselor provides assistance to IC/ML in servicing the investment needs of complex, sophisticated high net worth clients. This is a development opportunity; the incumbent will progress through 3 stages of the AIC role leading to the Investment Counselor position.

Job Requirements:

  • You have excellent verbal and written communication skills and the capacity to interact with a variety of clients from the least to the most sophisticated.
  • Excellent interactive skills sufficient to convey complex conceptual information involving extensive interpretation and opinion.
  • Well-developed relationship-building skills sufficient to build relationships with clients and internal partners in order to solidify existing relationships and/or develop new business.
  • This will progress to include liaising with and obtaining the confidence of high net worth clients.
  • You have an understanding of investments and of markets sufficient to understand the concepts of detailed and complex inquiries from a sophisticated, knowledgeable and high net worth client group.
  • You can demonstrate sales management skills – this may include sales models, principles and techniques sufficient to execute sales strategies effectively selling CPIC tailored solutions.
  • Financial analysis skills sufficient to understand and learn more about the provision of complex, unique and high value financial investment advice. Working knowledge of the banking industry, preferably related to the high net worth clients.
  • Developed influencing skills sufficient to promote complex, tailored CPIC solutions in a competitive market to internal and external clients and convince others of the preferred options and alternatives. Time management skills to manage the shifting priorities. Knowledge of internal and external compliance issues.

Qualification & Experience:

  • You can demonstrate experience in. (preferably 4-6 years) in a client servicing role in a financial institution.

Job Details:

Company: CIBC

Vacancy Type: Full Time

Job Location: Edmonton, CA

Application Deadline: N/A

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