Strategic Wealth Manager
2 days ago
We are building a relationship-oriented bank that offers comprehensive financial planning and wealth management strategies to high net worth clients.
As a Strategic Wealth Manager, you will be accountable for providing expert financial planning counsel that specializes in wealth management solutions working in partnership with CIBC branch based advisors.
The team operates within the Investment Industry Regulatory Association of Canada (IIROC) framework or the Mutual Funds Dealer Association (MFDA), and all team members must be certified with the Institut québécois de planification financière (IQPF).
Key Responsibilities- Analyze customer portfolios and prepare retirement/investment plans.
- Interview customers to define and analyze their needs and goals, find gaps, discuss solutions, recommend appropriate asset mix and close the sale.
Educational Requirements:
- You have completed the Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH) is an asset.
Required Skills and Qualifications:
- You have knowledge in investment knowledge and expertise and strong understanding of markets sufficient to respond to detailed and complex inquiries from a sophisticated, knowledgeable and high net-worth client group.
Salary and Benefits:
CIBC offers competitive compensation, banking benefits, a defined benefit pension plan, employee share purchase plan, vacation offering, wellbeing support, and MomentMakers, our social recognition program.
Location: QC-Québec
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