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Canadian Imperial Bank of Commerce
Private Investment Counsellor at CIBCCanadian Imperial Bank of Commerce • Winnipeg, Canada
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Private Investment Counsellor at CIBC

Private Investment Counsellor at CIBC

Canadian Imperial Bank of Commerce • Winnipeg, Canada
3 days ago
Job type
  • Full-time
Job description
Enhance your career as a Private Investment Counsellor at CIBC. This full-time role in Toronto focuses on managing high-net-worth clients and delivering exceptional investment solutions.

CIBC is seeking an experienced Private Investment Counsellor to build and maintain a portfolio of high-net-worth clients. You will leverage your analytical and financial skills to provide tailored investment recommendations and drive business growth. This is an excellent opportunity to utilize networking, client relationships, and market insight effectively.

Key Responsibilities: • Build and nurture high-net-worth client relationships • Develop comprehensive business and marketing plans • Identify and pursue new client opportunities in the market • Monitor client portfolios for productivity and profitability • Collaborate with internal stakeholders for seamless service

Requirements: • Degree in business or related field; MBA preferred • CFA or CIM designation; eligible for ICPM registration • Extensive investment industry knowledge • Strong client relationship management skills • Attention to detail and multitasking ability

Bring your investment acumen and client-first approach to excel at CIBC and make a lasting impact. #J-18808-Ljbffr
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Private Investment Counsellor at CIBC • Winnipeg, Canada

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