In this Wealth Management role, you will manage and grow client relationships by executing investment and wealth strategies while leveraging the team’s planning resources. You will nurture Centers of Influence and partner networks to identify opportunities and drive referrals. You’ll build and implement client plans, IPS, and portfolios, continually evaluating performance and client needs. This position offers a client‑centric, collaborative environment where you help clients achieve financial goals and contribute to CIBC’s advisory growth.
Pay / Benefits
competitive compensation
banking benefits
defined benefit pension plan
employee share purchase plan
vacation offering
wellbeing support
Responsibilities
Manage and enhance client relationships by executing investment and wealth strategies and utilizing planning resources
Nurture Centers of Influence and partners; engage in business development and referrals
Identify new business opportunities and grow the existing book of business
Support the Investment Advisor by pursuing growth, revenue, retention, and compliance targets
Manage a client portfolio, assess needs, and create IPS, asset allocation, and financial plans
Implement strategies through portfolio management and ongoing performance review
Drive new sales through referrals and personal network
Collaborate in client seminars and presentations with team members
Key requirements
CIRO-ID Registered Representative (RR) in good standing
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