Associate, Investment Counsellor

CIBC•Winnipeg, MB

5d•Hybrid

About The Position

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.

Requirements

Degree or diploma in Business or Economics.
Experience in a client servicing role in a financial institution (4-6 years), preferably related to the high net worth clients.
Certified professional.
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 received the Canadian Investment Manager designation and have 24 months of relevant investment management experience.
Excellent verbal and written communication skills to interact with a variety of clients from the least to the most sophisticated.
Excellent interactive skills sufficient to convey complex conceptual information involving extensive interpretation and opinion.
Strong financial analysis skills.
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.
Sales management skills - this may include sales models, principles and techniques sufficient to execute sales strategies effectively selling CPIC tailored solutions.
Legally eligible to work at the location(s) specified and, where applicable, must have a valid work or study permit.

Nice To Haves

Master’s degree would be an asset.

Responsibilities

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. You will 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. You will 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. 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 IC and maintain appropriate industry registration status.
Continuously update knowledge and skills in order to meet customer needs and interaction preferences - Keep up-to-date with current events, overall economic and financial environment, trends, products, selling techniques, etc. and in particular those related to area of specialty and analyze market data to identify activities or conditions that may impact business.