Investment Associate

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  team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute.

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Provide administrative support to the Investment Counselor (IC) in managing their high value portfolios and maximizing their productivity. Prepare and distribute documentation and information to clients; maintain client database and ensure contacts are up to date; assist in preparing client presentations, proposals and other marketing materials; assist the assigned Investment Counselor in resolving client issues and inquiries; take initiative to resolve client issues providing exceptional customer service to high net worth clients;

manage new business by ensuring correct and timely investment of assets; assist in following up on client referrals and contacts.

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.

Follow up on client and Investment Counselor requests to ensure proper settlement and delivery. Investigate and resolve inquiries and complaints related to accounts and refer to the Investment Counselor where appropriate. Develop strong and effective working relationships with clients andthird-parties, such as accountants working with clients.

Request information and documentation from clients to open accounts. Review incoming mail, e-mail and telephone calls. Plan and organize activities and required resources to ensure smooth running ofoffice. Manage day-to-day activities of the Investment Counselor in a manner that maximizes availability and effectiveness. Prepare and distribute documentation and information to clients including marketing materials, servicing packages, and proposals. Keep appointment books/agendas for the IC.

Order periodicals,journal sand other literature for the Investment Counselor. Maintain client files in adherence with audit guidelines and processes.

Support the Investment Counselor through the Investment Policy cycle from creation to trading implementation.

Advise ofclient maturities. Helpidentifyclients whose needs would be best met by a CIBC partner. Maintain and update client contact database. Prepare and complete account closure sin a timely manner. Process transactions for clients include wire transactions, cheque deposits/issuances, cash transfers. Implement Investment Policy Statements as per instructions. Review client portfolios monthly to ensure records are in good order.

n business or a related field. Completion of CSC is an asset.

You have well-developed interpersonal and relationship building skills and the ability to exercise good judgement independently. You providea high levelof customer service and ensure problem resolution and follow up as required.

activities sufficient to provide/explain information to clients. You have a general knowledge of the financial industry.

You have strong attention to detail andare able toprocess transactions accurately, while multitasking in a fast-paced environment.

You bring your real self toworkand you live our values – trust,teamwork and accountability.

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 work to recognize you in meaningful, personalized ways including a competitive compensation, a banking benefit*, wellbeing support and additional offers such as employee and family assistance programs and Moment Makers, our social, points-based recognition program.

• Our spaces and technological toolkit…