Elevating women in the finance sector
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We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients.

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.

To learn more about CIBC, please visit CIBC.com

Experience:

Mid-level

Education Required:
  • Degree in business or a related field. Completion of CSC is an asset.
Position description

What you’ll be doing

As a Senior Consultant, Private Investment Counsel, you will be responsible for building and maintaining a portfolio of high-net-worth clients through various prospecting methods such as networking, telemarketing, seminars, trade shows and other marketing tools. You will apply extensive in-depth knowledge to present a broad array of products and services to clients including individual equities, fixed-income offerings, managed products, third-party investments and insurance, and other solutions to meet clients’ financial needs. As a senior consultant, you will have ownership of processes and milestones, connecting people and networks, and drawing on the Bank’s broader team and supporting our community. The role devises new methods to advise clients using strong analytic and inductive thinking, delivering excellence every day with high-quality technology and service, making clients’ goals their own.

At CIBC we enable the work environment most optimal for you to thrive in your role. Details on your work arrangement (proportion of on-site and remote work) will be discussed at the time of your interview.

How you’ll succeed

  • Client Service – Develop strong and effective working relationships with clients and third parties, such as Accountants working with clients.
  • Administrative Support – Request information and documentation from clients to open accounts. Plan and organize activities and required resources to ensure smooth running of office. Prepare and distribute documentation and information to clients, including marketing materials, servicing packages, and proposals.
  • Operational Support – Support the Investment Counselor through the Investment Policy cycle from creation to trading implementation.
Required skills / Experience

Who you are

  • You have a degree in business or a related field. Completion of CSC is an asset.
  • You put our clients first. You have well-developed interpersonal and relationship building skills and the ability to exercise good judgement independently. You provide a high level of customer service and ensure problem resolution and follow-up as required.
  • You can demonstrate knowledge of daily market activities sufficient to provide/explain information to clients. You have a general knowledge of the financial industry.
  • You understand that success is in the details. You have strong attention to detail and can process transactions accurately, while multitasking in a fast-paced environment.
  • Values matter to you. You bring your real self to work, and you live our values – trust, teamwork, and accountability.
Private Investment Counsellor (Halifax)
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How to Apply

Please apply online at the link below.

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