CIBC
Financial Services
InvestmentAssociate
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Investment Associate at CIBC. Skills: Client Relations, Investment Portfolios. Provide administrative support. Manage high value portfolios”
Industry & Context.
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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