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Résumé du poste

Manage and enhance client relationships by executing investment strategies and identifying new business opportunities through referrals and professional networks. Support the Investment Advisor in achieving business development, revenue, and compliance targets while creating personalized financial plans and investment portfolios.

Détails du poste

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 What you’ll be doing Manage and enhance client relationships through executing the investment and wealth strategies of the IA as well as engaging financial planning and other wealth management resources of the team and CIBC more broadly Nurture and manage valuable relationships with Centers of Influence (COIs) and CIBC partners. Identifies new business opportunities and acquires referrals from existing book of business and COI partners. Help build and execute business plans, Wealth Management objectives and client service plans Support the IA by identifying and assisting growth of new business opportunities, the achievement of business development, revenue, referral, retention, and compliance targets. Manages a portfolio of clients to retain and grow the relationships. Evaluates client’s personal and investment needs and creates an investment policy statement (IPS), asset allocation, investment portfolio, and financial plans. Implements client strategies through the management of investment portfolios and the ongoing evaluation of performance according to each client’s investment policy statement. Drives new sales results through referrals and professional network. At CIBC we enable the work environment most optimal for you to thrive in your role. Details of your work arrangements will be discussed at the time of your interview. How you’ll succeed Building relationships - Display high levels of interpersonal and relationship building skills to effectively network, prospect, and build strong and trusting client relationships. Investing - Develop investment plans and written proposals for prospects and clients. Analyze information/trends and apply it to individual client circumstances. Collaborating - Participate in seminars for clients and prospects, in collaboration with team members. Demonstrate well-developed, interactive presentation skills to convey both factual and conceptual ideas to clients Who you are You’re a certified professional. You have current accreditation and good standing as a Registered Representative (RR) with Canadian Investment Regulatory Organization - Investment Dealer (CIRO-ID). Hold or plan to pursue the Certified Financial Planner (CFP) and Chartered Investment Manager (CIM) designations. You have a post-secondary degree/diploma and preferably 6 years or more of professional experience within the investment industry You have meticulous attention to detail and strong problem solving and analytical skills you have highly developed client service skills You're passionate about people. You find meaning in relationships and surround yourself with a diverse network of partners. You build trust through respect and authenticity. You act like an owner. You thrive when you're empowered to take the lead, go beyond, and deliver results. You put our clients first. You have strong relationship building skills and can problem solve client needs efficiently and effectively. Values matter to you. You bring your real self to work, and you live our values – trust, teamwork, and accountability. What CIBC Offers At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck. We work to recognize you in meaningful, personalized ways including competitive compensation, banking benefits, a benefits program*, defined benefit pension plan*, an employee share purchase plan, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program. Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients. We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development. *Subject to plan and program terms and conditions What you need to know CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact Mailbox.careers-carrieres@cibc.com CIBC is committed to clarity in our hiring process. All roles posted are opportunities we’re actively recruiting for, unless stated otherwise. You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit. We may ask you to complete an attribute-based assessment and other skills test (such as simulation, coding, French proficiency). We use artificial intelligence tools during the recruitment process. Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us. Job Location London-255 Queens, 2200 Employment Type Regular Weekly Hours 37.5 Skills Business Development, Client Service, Customer Experience (CX), Financial Advising, Investment Planning, Proposal Writing, Results-Oriented

Ce que vous ferez

Manage and enhance client relationships by executing investment strategies and identifying new business opportunities through referrals and professional networks. Support the Investment Advisor in achieving business development, revenue, and compliance targets while creating personalized financial plans and investment portfolios.

Exigences

Candidates must be a Registered Representative (RR) with the Canadian Investment Regulatory Organization (CIRO-ID) and hold or plan to pursue CFP and CIM designations. A post-secondary degree or diploma and at least 6 years of professional experience in the investment industry are required.

Avantages

• Banking benefits • Benefits program • Defined benefit pension plan • Employee share purchase plan • Vacation offering • Wellbeing support • MomentMakers recognition program • Purpose Day

Compétences indiquées

• Service à la clientèle · Souhaitée
• Résolution de problèmes · Souhaitée
• Compliance · Souhaitée
• Vente · Souhaitée
• Financial planning · Souhaitée
• Business development · Souhaitée

Autres compétences pertinentes

Relevées dans la description du poste. Confirmez les exigences importantes ci-dessus.

• Business development
• Client service
• Relationship management
• Financial planning
• Investment strategy
• Portfolio management
• Wealth management
• Networking
• Proposal writing
• Presentation skills
• Analytical skills
• Problem solving
• Compliance
• Sales
• Asset allocation
• Presentations
• Planning
• Management
• Problem Solving
• Influencing Skills
• Influencing Without Authority
• Innovation
• Investments
• Detail Oriented
• Artificial Intelligence
• Relationship Building
• Analytical Skills
• French Language
• Accountability
• Customer Service
• Business Development
• Teamwork
• Sales Prospecting
• Wealth Management
• Financial Planning
• Professional Networking
• Proposal Writing
• Financial Advising
• Certified Financial Planner
• Asset Allocation
• Registered Representative (Securities)

Domaines d’emploi

• Finance & Accounting
• Sales
• Management & Leadership
• Customer Service & Support
• Investment Advisor Associate
• Financial Planner / Investment Consultant
• Financial and Investment Advisers
• Personal Financial Advisors