Investment Associate
Investment Associate
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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
As an Investment Associate at CIBC Private Investment Counsel (CPIC) you will play a critical role in supporting the Investment Counsellor and Associate Investment Counsellor in servicing high-net-worth client portfolios. Your primary focus will be to deliver exceptional administrative and client service support enabling the team to maximize productivity and provide a seamless high-end client this fast-paced environment your ability to learn quickly adapt to new challenges and anticipate the needs of discerning clients will be essential. You will work directly with clients ensuring their needs are met efficiently while proactively supporting the Investment Counsellor in all aspects of client management.
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 Youll Succeed
- Deliver Exceptional Investment and Client Support- Assist the Investment Counsellor with comprehensive investment management services including portfolio reviews account documentation and maintaining accurate client records while providing prompt and personalized service to consistently exceed client expectations.
- Collaborate and Build Relationships- Work closely with colleagues across Private Banking Retail Banking and other areas to deliver integrated solutions foster strong relationships and ensure seamless client experiences.
- Embrace Technology and Adaptability- Leverage digital tools and Microsoft Office to streamline processes and enhance efficiency while remaining flexible open to feedback and responsive to evolving organizational needs.
Who You Are
- Eager to Learn and Adapt. You are motivated to grow open to feedback and committed to continuous improvement in a dynamic environment.
- Service-Oriented and Detail-Focused. You consistently deliver attentive high-quality service to high-net-worth clients ensuring accuracy and excellence in every task.
- Organized and Professional. You thrive under pressure effectively managing multiple priorities while maintaining a high level of professionalism.
- Relationship Builder and Team Player. You actively listen build trust through authentic connections and collaborate to support team success.
- You can demonstrate 3 years experience in in a client-facing role at a Canadian financial institution or related work experience.
- Youre a certified professional Its an asset if you have an Undergraduate degree in Commerce and/or enrollment in the Canadian Securities Course (CSC.
- 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
Toronto-81 Bay 12th FloorEmployment Type
RegularWeekly Hours
37.5Skills
Branch Banking Customer Experience (CX) Customer Service Office Administration Prioritization Reception DutiesRequired Experience:
IC
Employment Type
Full-Time
