We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients.At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute.To learn more about CIBC, please visitWhat you’ll be doingAs a Senior Consultant, Private Investment Counsel, you will be responsible for building and maintaining a portfolio of high-net-worth clients through various prospecting methods such as networking, telemarketing, seminars, trade shows and other marketing tools. You will apply extensive in-depth knowledge to present a broad array of products and services to clients including individual equities, fixed-income offerings, managed products, third-party investments and insurance, and other solutions to meet clients’ financial needs. As a senior consultant, you will have ownership of processes and milestones, connecting people and networks, and drawing on the Bank’s broader team and supporting our community. The role devises new methods to advise clients using strong analytic and inductive thinking, delivering excellence every day with high-quality technology and service, making clients’ goals their own.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 succeedClient Service – Develop strong and effective working relationships with clients and third parties, such as Accountants working with clients.Administrative Support – Request information and documentation from clients to open accounts. Plan and organize activities and required resources to ensure smooth running of office. Prepare and distribute documentation and information to clients including marketing materials, servicing packages, and proposals.Operational Support – Support the Investment Counselor through the Investment Policy cycle from creation to trading implementation.Who you areYou have a degree in business or a related field. Completion of CSC is an asset.You put our clients first. You have well-developed interpersonal and relationship building skills and the ability to exercise good judgement independently. You provide a high level of customer service and ensure problem resolution and follow-up as required.You can demonstrate knowledge of daily market activities sufficient to provide/explain information to clients. You have a general knowledge of the financial industry.You understand that success is in the details. You have strong attention to detail and can process transactions accurately, while multitasking in a fast-paced environment.Values matter to you. You bring your real self to work, and you live our values – trust, teamwork, and accountability.At CIBC, we seek individuals who value innovation, collaboration and client service. This posting is for a role we regularly recruit for to support our talent pipeline. Apply to be considered for future opportunities.#LI-TAWhat CIBC OffersAt CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck.We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, defined benefit pension plan*, an employee share purchase plan, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.*Subject to plan and program terms and conditionsWhat you need to knowCIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contactCIBC is committed to clarity in our hiring process. All roles posted are opportunities we’re actively recruiting for, unless stated otherwise.You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.We may ask you to complete an attribute-based assessment and other skills test (such as simulation, coding, French proficiency).We use artificial intelligence tools during the recruitment process. Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us.Job Location Halifax-1969 Upper Water St.Employment Type RegularWeekly Hours 37.5Skills Analytical Thinking, Business Development, Client Service, Customer Experience (CX), Investment Advising, Portfolio Management, Prospecting, Wealth Management
