Associate, Portfolio Manager - CIBC, Winnipeg

About this opportunity

We are building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what is right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Reporting to the Executive Director and Regional Head, the Associate, Investment Counsellor I provides assistance to the Investment Counsellor in servicing the investment needs of complex, sophisticated, high net-worth clients. Details on your work arrangement will be discussed at the interview.

Day-to-day

You will play a key role in ensuring that clients receive outstanding fiduciary investment management through portfolio analysis, research, asset allocation, and client relationship management.

• Support the development and execution of investment strategies and portfolio recommendations while monitoring client portfolios for ongoing alignment.
• Contribute to the preparation of portfolio reviews, including performance attribution and adherence to the Investment Policy Statement.
• 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.
• Support the Private Investment Counsel business in achieving business development targets resulting in new CPIC clients.
• Establish and maintain effective partnership and teamwork with colleagues across CIBC Wealth Management.
• Ensure day-to-day activities are compliant with policies, procedures, guidelines, and legislation/regulations.

What you'll bring

• A degree or diploma in Business or Economics, with a master's degree as an asset.
• 4-6 years of experience in a client servicing role in a financial institution, preferably related to high net worth clients.
• Commitment to the Chartered Financial Analyst program with Level 1 completed and 12 months of relevant investment management experience preferred, OR the Canadian Investment Manager designation with 24 months of relevant investment management experience.
• Excellent verbal and written communication skills to interact with clients of varying sophistication.
• Strong financial analysis skills and an understanding of investments and markets.
• Sales management skills including sales models, principles, and techniques.

About the employer

At CIBC, your goals are a priority. We aspire to give you a career, rather than just a paycheck, offering competitive compensation, benefits, retirement plans, and wellbeing support.