CIBC
Financial Services
TrustAdministrator
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Trust Administrator at CIBC. Skills: Client engagement, Business development, Relationship building. Manage client portfolios. Develop new business”
Industry & Context.
Critical thinking skills
What They're Looking For.
Must Have
Investment Representative (IR) licensing with Canadian Investment Regulatory Organization - Investment Dealer (CIRO-ID), Financial services experience, Brokerage industry experience, Working knowledge of quotation equipment
Nice to Have
Registered Representative (RR) licensing
What You'll Do.
Manage client portfolios
Engage with high net worth clients
Uncover business opportunities
Improve client experience
Keep up to date on investment market trends
Keep up to date on new products
Focus on client experience
Connect on a personal level
Anticipate client needs
Communicate promptly with team
Identify opportunities to improve client experience
Identify business opportunities
Support business development activities
Assist in building investment plans
Heighten CIBC brand awareness
Participate in marketing activities
Participate in outreach activities
How You'll Work.
Team & Collaboration
Work closely with investment advisors; Communicate promptly with team
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** CIBC’s Wood Gundy team is the full-service brokerage division of CIBC serving our high net worth clientele. As a Client Support Associate, you will work closely with investment advisors at CIBC Wood Gundy to help manage their portfolios and develop new business. You’ll directly engage with high net worth clients to offer support, uncover business opportunities and proactively improve the client experience. You will gain experience to advance your career into other roles within the brokerage environment and CIBC and keep up to date on current domestic and global investment market trends and new products. This position is a great opportunity to learn the investment business in professional and be part of a dynamic work environment in one of Canada’s leading brokerages. _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._ **How you 'll succeed** * **Client engagement -** Focus on each client experience and connect on a personal level to make every interaction meaningful. Anticipate client needs and communicate promptly with your team to build trust and deepen client relationships. Identify activities, processes and opportunities to improve the client experience. * **Business development** **-** Proactively identify business opportunities for your team. Work closely with investment advisors to support business development activiti
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