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Client Relationship Specialist
3 months ago
At CIBC, we are dedicated to creating a relationship-focused banking experience tailored for today's world.
As a Client Relationship Specialist, you will collaborate closely with Investment Advisors to assist in managing client portfolios and fostering new business opportunities.
Your role will involve direct engagement with high net worth clients, providing support, identifying business prospects, and enhancing the overall client experience.
To excel in this position, you will be required to work on-site full-time, Monday through Friday.
Collaboration with Investment Advisors:
You will play a key role in supporting business development initiatives and contributing to the formulation of investment strategies that align with clients' profiles, objectives, and risk tolerance.
Community Engagement:
Elevate CIBC's brand presence within your community by participating in local events and engaging in marketing and outreach efforts. Expand your professional network to forge enduring connections that can lead to future opportunities.
To qualify, you should possess current accreditation and be in good standing with the Canadian Securities Course (CSC), Conduct & Practice Handbook (CPH), and Investment Representative (IR) licensing. Having Registered Representative (RR) licensing is considered an asset.
Your analytical skills will be essential in guiding your decision-making processes.
We are committed to recognizing your contributions in meaningful ways, offering competitive compensation, banking benefits, wellness support, and additional perks such as employee and family assistance programs, along with MomentMakers, our social recognition initiative.
It is essential that you are legally eligible to work in the specified locations and, if applicable, possess a valid work or study permit.
We may require you to complete an attribute-based assessment and other skills evaluations, including simulations, coding tests, language proficiency assessments, and proficiency in MS Office.
