CIBC

Financial Services

InvestmentAssociate

$51–51k Mississauga, Ontario, Canada FULL TIME Remote Friendly
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for Mid+ candidates.

The Brief

“Investment Associate at CIBC. Skills: Client Relations, Investment Portfolios. Provide administrative support. Manage high value portfolios”

Industry & Context.

Financial Services
Problems you'll solve

Critical thinking skills

What They're Looking For.

Must Have

General knowledge of financial industry, CIRO-ID licensing current accreditation

Nice to Have

Degree or diploma an asset, CIRO-ID licensing good standing

What You'll Do.

Provide administrative support

Manage high value portfolios

Maximize productivity

Prepare documentation

Distribute information

Maintain client database

Assist in preparing client presentations

Assist in preparing proposals

Assist in resolving client issues

Resolve client issues

Provide exceptional customer service

Ensure timely investment

Follow up on client referrals

Follow up on client contacts

Follow up on client requests

Ensure proper settlement

Ensure proper delivery

Investigate inquiries

Investigate complaints

Refer to Investment Counselor

Develop working relationships with clients

Develop working relationships with third-parties

Request information from clients

Request documentation from clients

Review telephone calls

Manage day-to-day activities

Prepare servicing packages

Keep appointment books

Maintain client files

Support Investment Counselor

Advise of client maturities

Update client contact database

Complete account closures

Process transactions for clients

Implement Investment Policy Statements

Review client portfolios monthly

Ensure records are in good order

How You'll Work.

Team & Collaboration

Working relationships with clients; Working relationships with third-parties

Full Job Description

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 visit [CIBC.com](https://www.cibc.com/en/about-cibc.html) **What You’ll Be Doing** You will provide administrative support to the Investment Counselor (IC) in managing their high value portfolios and maximizing their productivity. As an Investment Associate, you will prepare and distribute documentation and information to clients; maintain client database and ensure contacts are up to date; assist in preparing client presentations, proposals and other marketing materials; assist the assigned IC in resolving client issues and inquiries; take initiative to resolve client issues providing exceptional customer service to high net worth clients; manage new business by ensuring correct and timely investment of assets; assist in following up on client referrals and contacts. _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._ The expected annualized base salary range for this role is $50,840 to $59,350. The base salary is determined by a variety of factors, including the candidate’s skills, experience, and job-related knowledge, as well as geographic location and specific business needs. Our compensation philosophy supports ongoing growth and development, enabling progression within the salary range as team members advance in their roles. In addition to base pay, compensation for this role includes participation in an annual discretionary incentive or bonus program. We are committed to providing fair, equitable, an

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