Investment Counsellor at CIBC

Position: Investment Counsellor Role at CIBC
Elevate your investment career by joining CIBC as an Investment Counsellor. This full-time role in Toronto emphasizes relationship-building with high-net-worth clientele.

As a Private Investment Counsellor, you will utilize your extensive investment knowledge to provide tailored financial advice to affluent clients. This position is focused on enhancing client satisfaction and portfolio performance, while proactively pursuing business growth through strategic networking and relationship management.

Key Responsibilities:

• Maintain and grow a portfolio of high-net-worth clients

• Proactively identify and secure new business opportunities

• Collaborate with partners to deliver exceptional service

• Monitor market and economic conditions impacting investments

• Lead the operational processes related to client portfolios

Requirements:

• Bachelor’s degree in business; MBA preferred

• Accredited CFA or CIM designation

• Strong experience in investment structuring

• Client-focused with strong relationship skills

• Excellent multitasking and analytical abilities

Bring your expertise in managing high-value client investments to CIBC and contribute to exceptional client service.
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