Job Overview
The Client Associate or Administrative Associate is accountable to assist Investment Advisor(s) and their team(s) in managing existing investment portfolios and developing new business, by providing service directly to clients, including the provision of investment information, taking buy/sell orders, and responding to account enquiries.
Apply your education and knowledge from your CSC and CPH as you work in a role as a Client Associate or Administrative Associate. In this role, 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, dynamic work environment in one of Canada's leading Brokerages.
What You'll be Doing
What We're Looking For
What CIBC Can Offer You
The Client Associate or Administrative Associate is accountable to assist Investment Advisor(s) and their team(s) in managing existing investment portfolios and developing new business, by providing service directly to clients, including the provision of investment information, taking buy/sell orders, and responding to account enquiries.
Apply your education and knowledge from your CSC and CPH as you work in a role as a Client Associate or Administrative Associate. In this role, 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, dynamic work environment in one of Canada's leading Brokerages.
What You'll be Doing
- Be fully engaged with Investment Advisor(s) and their teams and support the IA(s) in achieving business plans to meet goals.
- Support all marketing and business development activities and assist in the development of investment plans and written proposals for prospects and clients.
- Deploy assets into suitable financial products based on the client's risk/reward tolerances and demographic profile as determined by the IA.
- Proactively provide exceptional client service by demonstrating professionalism, commitment to service and following up every client interaction and identify opportunities and proactively refer them to the advisor.
- Understand CIBC's vision, values and mission and how they contribute to CIBC being the leader in client relationships.
What We're Looking For
- Successful completion of the Canadian Securities Course (CSC) & Conduct & Practice Handbook (CPH)
- Investment Representative (IR) licensing a minimum requirement and Registered Representative (RR) licensing preferred
- Must have Financial Services and/or Brokerage industry experience
- Must have a basic understanding of investment portfolios and current knowledge of daily market activities
- Should have working knowledge of various quotation equipment and computer software including word processing, spreadsheet and industry specific software
What CIBC Can Offer You
- Flexible health benefits, stock purchase options, competitive incentive pay and recognition programs
- Competitive salary and banking benefits
- Career growth, development and continuous learning opportunities
- Opportunity to be involved in CIBC events that help our communities
- Click to learn more about Rewards & Recognition, Learning & Development, and Employee Community Involvement