Associate, Private Investment Counsel - Toronto, Canada - CIBC

CIBC

Verified Company

Toronto, Canada

1 week ago

Posted by:

Sophia Lee

beBee Recruiter

Description

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

Job Description:

What You'll Be Doing

Reporting to the Executive Director and Regional Head, the Associate Investment Counsellor I (AIC I) provides assistance to the Investment Counsellor in servicing the investment needs of complex, sophisticated high net-worth clients.

Details on your work arrangement (proportion of onsite and remote work) will be discussed at the time of your interview._

How You'll Succeed

Support the IC in the achievement of business development targets resulting in new CPIC clients.

Under the direct supervision of the IC, understand the concepts and processes of the sales cycle and develop the ability to identify the opportunities to develop and win new business for CPIC.
Participate, and gradually take more in responsibility in preparing marketing material for IC review and develop skills and credibility to be able to deliver marketing presentations alone.

Establish and maintain effective partnership and teamwork with colleagues.

Build relationships within the CPIC team and other business partners to ensure a level of service delivery that is seamless and timely.
Participate in coaching sessions by the ICs to continue development of investment knowledge, concepts and skills, client relationship management techniques, sales skills and the continued development of understanding the unique service offering of CPIC.
Understand the partnership and begin to work with key CIBC partners in Wealth Management including Private Banking Advisors, CIBC Trust and Imperial Service, to grow high net worth client assets.
Participate in the high performance sales culture as part of CIBC/CPIC.

Ensure adherence to CIBC's compliance procedures and standards.

Ensure daytoday activities are compliant with policies, procedures, guidelines and legislation/regulations and escalate potential issues to IC
Maintain appropriate industry registration status.

Continuously update knowledge and skills in order to meet customer needs and interaction preferences.

Keep uptodate with current events, overall economic and financial environment, trends, products, selling techniques, etc. and in particular those related to area of specialty.
Analyze market data to identify activities or conditions that may impact business.

Who You Are

You have an undergraduate degree, preferably in Business or Economics. Master's degree would be an asset.
You have experience (preferably 46 years) in a client servicing role in a financial institution, preferably related to the high net worth clients.
You have committed to the Chartered Financial Analyst program and have completed Level 1 and have 12 months of relevant investment management experience, _which is preferred_, OR you received the Canadian Investment Manager designation and have 24 months of relevant investment management experience.
You have excellent verbal and written communication skills and the capacity to interact with a variety of clients from the least to the most sophisticated.
You have excellent interactive skills sufficient to convey complex conceptual information involving extensive interpretation and opinion
You have a strong capacity to develop influencing skills and welldeveloped relationshipbuilding skills sufficient to build relationships with clients and internal partners in order to solidify existing relationships and/or develop new business. This will progress to include liaising with and obtaining the confidence of high net worth clients.
You have strong financial analysis skills along with, an understanding of investments and of markets sufficient to understand the concepts of detailed and complex inquiries from a sophisticated, knowledgeable and high net worth client group.
You have sales management skills this may include sales models, principles and techniques sufficient to execute sales strategies effectively selling CPIC tailored solutions.
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 a competitive salary, incentive pay, banking benefits, a health benefits program, defined benefit pension plan, an employee share purchase plan and MomentMakers, our social, pointsbased recognition program.
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