Associate, Client Support
Associate, Client Support
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Job Description
Were building a relationship-oriented bank for the modern world. We need talented passionate professionals who are dedicated to doing whats 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
What youll be doing
CIBC Investors Services Inc serving our high net worth clientele. As an Associate Client Support youll work closely with a team of Financial Planning Consultants at CIBC Investors Services Inc to help manage their portfolios and develop new business. Youll directly engage with high net worth clients to offer support uncover business opportunities and proactively improve the client 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 Canadas leading brokerages.
At CIBC we enable the work environment most optimal for you to thrive in your role. You can effectively perform all work activities remotely and will only be required to be on-site on an occasional basis.
How youll 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 activities and assist in the building of investment plans based on the clients profile goals and risk/reward tolerance.
- Relationship building - Heighten CIBC brand awareness in your community by attending local events and participating in marketing and outreach activities. Grow your network to create lasting connections that will generate future opportunities.
Who you are
- You put our clients first. You engage with purpose to find the right solutions. You go the extra mile because its the right thing to do.
- Youre goal oriented. Youre motivated by accomplishing your goals and delivering your best to make a difference.
- You engage with your heart and mind. You care about people and understand different perspectives. You listen and learn from the experiences of others.
- You know that details matter. You notice things that others dont. Your critical thinking skills help to inform your decision making.
- Youre a certified professional. You have current accreditation and good standing Canadian Securities Course (CSC) Conduct & Practice Handbook (CPH) and Investment Representative (IR) licensing. Its an asset if you have Registered Representative (RR) licensing. Financial services and/or brokerage industry experience and working knowledge of various quotation equipment is required.
- 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 your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career rather than just a paycheck.
We work to recognize you in meaningful personalized ways including a competitive salary incentive pay banking benefits a benefits program* defined benefit pension plan* an employee share purchase plan a vacation offering wellbeing support and MomentMakers our social points-based recognition program.
Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.
We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.
*Subject to plan and program terms and conditions
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 please contact
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.
We may ask you to complete an attribute-based assessment and other skills tests (such as simulation coding French proficiency MS Office). Our goal for the application process is to get to know more about you all that you have to offer and give you the opportunity to learn more about us.
Job Location
Mont-1155 Rene Levesque OEmployment Type
RegularWeekly Hours
37.5Skills
Analytical Thinking Cash Flow Analysis Client Service Customer Experience (CX) Investment Portfolios Post-Sales Support Product Knowledge Transaction BankingRequired Experience:
IC
Employment Type
Full-Time
