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Job Description & How to Apply Below
Join CIBC as an Investment Associate in Edmonton, where you'll support high value portfolios through exceptional client service. This role combines administrative and operational support to elevate the Investment Counselor's productivity.
Your primary responsibility will be to assist the Investment Counselor by preparing client presentations, updating databases, and proactively resolving client inquiries. This position is perfect for someone with a strong focus on details and relationship-building skills, looking to thrive in a high-paced financial environment.
Key Responsibilities:
• Prepare proposals and marketing materials for clients
• Follow up on client requests and ensure satisfaction
• Organize activities to support the Investment Counselor’s workflow
• Maintain records of client transactions and communications
• Aid in implementing Investment Policy Statements
Requirements:
• Degree in business or relevant field needed
• Experience with client service and financial accounts
• Strong attention to detail in transactions
• Ability to handle multiple tasks and priorities effectively
• Knowledge of the financial industry is vital
Utilize your relationship management skills to drive client satisfaction at CIBC.
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Position Requirements
10+ Years
work experience
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