Associate Portfolio Manager, Wealth Investment Advisory

CIBC; Winnipeg; On-site; CAD 70,000 - 100,000; Full time

Benefits offered by this job

Competitive salary

Incentive pay

Banking benefits

Benefits program

Pension plan

Share purchase plan

Vacation offering

Wellbeing support

MomentMakers program

Job summary

CIBC is seeking an Associate, Investment Counsellor I to assist with fiduciary investment management for complex high net worth clients. You’ll support portfolio analysis, research, and client relationship management while aiding in strategy development and trade recommendations.

The role emphasizes relationship building, business development, and strict adherence to compliance. Employment is Regular with a mix of on-site and interview-discussed remote work options.

Qualifications

• Degree or diploma in Business or Economics; Master’s degree is an asset.
• Experience in client servicing in a financial institution (4–6 years), preferably with high net worth clients.
• CFA Level I completed or Canadian Investment Manager designation with 24 months investment management experience.

Responsibilities

• Client Engagement: ensure CPIC clients receive fiduciary investment management, including portfolio analysis and client relationship management.
• Portfolio Management: support development and execution of investment strategies and reviews; assist in trade recommendations.
• Business Development: support Private Investment Counsel targets and win new CPIC clients.
• Relationship Building: maintain partnerships with colleagues and business partners.
• Compliance: ensure activities comply with policies and regulations.

Job description

CIBC is seeking an Associate, Investment Counsellor I to assist with fiduciary investment management for complex high net worth clients. You’ll support portfolio analysis, research, and client relationship management while aiding in strategy development and trade recommendations.

The role emphasizes relationship building, business development, and strict adherence to compliance. Employment is Regular with a mix of on-site and interview-discussed remote work options.