BMO Harris Bank has flagged the Overlay Portfolio Manager, Private Client Division job as unavailable. Let’s keep looking.

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 feel empowered at work. Our team members have what they need to make a meaningful impact and feel truly valued for who they are and what they contribute.

To learn more about CIBC, please visit CIBC.com

Job Description

CIBC Asset Management (CIBC AM) is one of Canada's largest asset management firms with approximately $180 billion in assets under management and possess over forty-five years of experience designing and implementing client solutions. We are leaders in providing a broad range of high-quality global investment management solutions to retail and institutional clients.

Our assets include those under institutional money management for pension funds, endowments and insurance funds, private wealth management, and those that are part of the CIBC family of mutual funds such as CIBC Mutual Funds and Renaissance Investments family of funds and the CIBC family of managed portfolio solutions such as Managed Portfolio Services (MPS), Personal Portfolio Services (PPS), Frontiers Pools, Axiom Portfolios.

At CIBC, our goal is to help our clients achieve what matters to them. Our philosophy is based on the CIBC values of Trust, Teamwork, and Accountability and we achieve results for our clients through an in-depth disciplined investing approach based on rigor and research.

What you’ll be doing

The Associate Client Portfolio Manager, Equities is responsible for the commercialization of CIBC AM’s equity business, effectively developing and maintaining client relationships in Canada and globally with a particular emphasis on elevating CIBC AM’s distribution expertise to deliver a highly saleable and scalable Equity portfolio management suite of solutions. Reports to the Vice President, Client Portfolio Manager, Equities.

The incumbent will help to forge partnerships with current and future clients and advisors. You will execute client servicing and sales processes, content, and communications practices that are best-in-class to dynamically build our franchise reputation as thought leaders and expand our footprint in Equity management.

How you’ll succeed

Continued commercialization of the Equity business by helping execute the strategic growth plan, in alignment with CIBC AM’s corporate strategy. Act as the client-facing portfolio manager – collaboratively work with clients, prospective clients and advisors to help build client investment solutions, in conjunction with PM&R and Product Development teams. Responsible for effective communication of portfolio investment strategy, portfolio positioning and portfolio changes to clients, advisors, prospects, media and marketplace. Responsible for comprehensive intelligence of competitive landscape of equity asset classes which include competitor solutions, investment vehicles and fees.

Strong Cultural Alignment and Team Orientation: The successful candidate will

contribute to CAM’s professional, collaborative, and entrepreneurial culture by inspiring colleagues through excellence with an inclusive team orientation and hands-on approach to client development and servicing and advisor relations. Conducting themselves as a partner to the investment professionals of CIBC AM and seeking to contribute to the overall business as well as to their functional responsibilities. Embracing a continuous improvement approach to the business and proactively seeking improvements in both their particular market and service approach across the entire business. Willingly taking on the “hands on” work required given the comparatively flat nature of the organization.

Cooperation and collaboration with a variety of colleagues across the firm and enterprise, such as: clients & prospects across the enterprise – mutual funds, high net worth, broker-dealer, commercial. You will collaborate with international staff and relevant relations with partner asset management firms, other CPMs members in Fixed Income and Currency & Multi Asset Management, Portfolio Management & Analyst teams. Furthermore you will collaborate with the Product Development Team, Operations Management and Investment Services, and Legal and Compliance, HR, Technology & Global Operations partners.

Who you are

You can demonstrate experience as a high impact player in the investment business with an expertise in equities – most likely from an independent asset manager, the asset management business of a bank or insurance company, or an investment consulting firm. 

Your influence makes an impact through client presentations, sales processes, and with high performance content and communication for clients, advisors and prospects.

You’re a certified professional. CFA designation is strongly preferred, other designations are a plus as is an OSC registration.

You exude integrity, embrace a fiduciary culture and act in the best interests of investors who have chosen CIBC AM as a steward of their investments.

You put our clients first. You keep clients (both internal and external) first and foremost in mind; understand client needs or service requirements and deliver solutions or services that meet or exceed client expectations.

Creative yet process-driven. You constantly seek to innovate and then create a robust process to capture it for consistent and repeatable delivery.

Values matter to you. You bring your real self to work and you live our values – trust, teamwork and accountability.

What CIBC Offers

At CIBC, our people are our greatest asset. You’ll become part of a diverse community that acknowledges everyone’s unique talents, and empowers teams to do what’s right for the client, and to do it well. As part of our team, you will:

  • Thrive: Benefit from an open and approachable culture that provides the flexibility and support you need to integrate your life at work and at home
  • Connect: Work in a place where the right technology and infrastructure fosters innovation, collaboration and creativity
  • Develop: Grow your skills and career through our best-in-class onboarding experience, ongoing learning opportunities, individual development planning, and comprehensive product training
  • Prosper: Share in our collective success with a competitive salary, incentive pay, banking benefits, health benefits program, and employee share purchase plan

What You Need to Know

  • CIBC 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 during the application or interview process, please contact Mailbox.careers-carrieres@cibc.com
  • 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

Job Location

18 York Street, 13th Floor

Employment Type

Regular

Weekly Hours

37.5

Read Full Description
Confirmed 11 hours ago. Posted 30+ days ago.

Discover Similar Jobs

Suggested Articles