CIBC

Financial Services

TrustAdministrator

CA$65–95k ~AI est. Halifax, Nova Scotia, Canada FULL TIME Remote Friendly
Market Sentiment
HIGH DEMAND

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

The Brief

“Trust Administrator at CIBC. Skills: Client engagement, Business development, Relationship building. Manage client portfolios. Develop new business”

Industry & Context.

Financial Services
Problems you'll solve

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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