Associate Investment Counsellor Role

Position: CIBC Associate Investment Counsellor Role
Drive client relationships at CIBC as an Associate Investment Counsellor in Winnipeg, Manitoba. Focus on serving high net-worth clients while enhancing your business development skills within a supportive environment.

In this integral role, you will partner with the Investment Counsellor to meet sophisticated client needs. Engage actively in team collaboration, compliance adherence, and professional development initiatives. Continuous skill enhancement is paramount to effectively service our valued clients.

Key Responsibilities:

• Assist in business development and onboarding new clients

• Foster partnerships within CPIC and other business divisions

• Adhere to compliance policies and elevate concerns

• Monitor economic and investment trends to serve clients better

• Contribute to marketing strategies and client presentations

Requirements:

• Degree or diploma in Business or Economics;
Master’s preferred

• 4-6 years in a client servicing financial role

• CFA Level 1 or Canadian Investment Manager designation desirable

• Exceptional communication skills for diverse clients

• Strong analytical skills and sales strategy experience

Make an impact at CIBC by fostering relationships and driving financial success for our clients.
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