Associate Investment Counsellor at CIBC

Become part of a relationship-driven team as an Associate Investment Counsellor with CIBC in Edmonton. This role centers on client service and investment management for high net worth individuals.

In this role, you will assist the Investment Counsellor in servicing wealthy clients and contribute to client acquisition efforts. Building strong relationships and ensuring seamless service is critical. You’ll also focus on maintaining compliance standards and expanding your investment knowledge through ongoing training and market analysis.

Key Responsibilities:

• Support investment counsellor in client servicing

• Build effective partnerships with CIBC teams

• Develop and deliver marketing materials for clients

• Ensure compliance with operational standards

• Keep current on market trends and investment strategies

Requirements:

• Degree in Business or Economics preferred

• 4-6 years experience in client service

• CFA Level 1 completion or equivalent designation required

• Strong communication and interpersonal skills

• Solid analytical and sales management experience

Drive impactful results for CIBC’s high net worth clients with your expertise and commitment.
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