Advisor, Investments

The Investment Advisor is part of a team of investment and private banking professionals within CIBC FCIB Private Wealth Management (PWM) team and has responsibility for effectively managing and growing a portfolio of investment products, which increases the overall profit contribution to PWM. The Advisor is primarily responsible for delivering ‘best advice’ to clients regarding their investment management needs to meet each client investment strategy within their risk tolerance. The Advisor supports clients’ overall needs for broader wealth advisory services. The Advisor is responsible for ensuring the highest possible level of client satisfaction via delivering bespoke financial solutions for high net worth clients whether their need is to create wealth, accumulate wealth, protect wealth or pass on wealth