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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.
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 Engagement - You will play a key role in ensuring that CPIC clients receive outstanding fiduciary investment management. Our first duty is to our clients, and a client-first approach is essential. This includes supporting the business unit and your Investment Counsellor/Portfolio Manager in a number of ways. This includes portfolio analysis, investment research/recommendations, asset allocation, and client relationship management, with all responsibilities contributing to the growth and maintenance of the CIBC Private Investment Counsel business.
Portfolio Management - Support the development and execution of investment strategies and portfolio recommendations, while monitoring client portfolios to ensure ongoing alignment with investment objectives, risk tolerance, and applicable mandates. Contribute to the preparation of portfolio reviews, including performance attribution and adherence to the Investment Policy Statement, while maintaining a strong awareness of economic conditions, market developments, and emerging investment trends. Assist in formulating trade recommendations and supporting efficient trade execution.
Show commitment to developing the skills that will position you to manage HNW portfolios over time – This role is part of our pathway to becoming an Investment Counsellor/Portfolio Manager, serving some of the best private clients of CIBC and their families. We are looking to ensure that our AICs develop skills and qualities that will allow them to be considered and well prepared for Investment Counsellor roles down the line.
Support the Private Investment Counsel business 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 opportunities to develop and win new business for CPIC.
Establish and maintain effective partnership and teamwork with colleagues - Build relationships within the CPIC team and with other business partners to ensure a level of service delivery that is seamless and timely. You will participate in coaching sessions by the ICs to continue the 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. Understanding the partnership, you will 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, while participating in the high-performance sales culture as part of CIBC/CPIC.
Ensure adherence to CIBC's compliance procedures and standards - Ensure day-to-day activities are compliant with policies, procedures, guidelines, and legislation/regulations, and escalate potential issues to the IC and maintain appropriate industry registration status.
Who You Are
You have a degree or diploma in Business or Economics. A master’s degree would be an asset.
You can demonstrate experience in a client…