Investment Associate

We’re building a relationship‑oriented bank for the modern world. We need talented, passionate professionals dedicated to doing what’s right for our clients.

The expected annualized base salary range for this role is $50,840 to $59,350. Compensation includes base pay and participation in an annual discretionary incentive or bonus program.

You will provide administrative support to the Investment Counselor (IC) in managing high‑value portfolios and maximizing their productivity. This includes preparing and distributing documentation and information to clients, maintaining the client database, assisting in preparing client presentations and proposals, resolving client issues and inquiries, and managing new business by ensuring correct and timely investment of assets.

• Client Service – 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 working relationships with clients and third parties, including accountants.
• Administrative Support – Request information and documentation from clients to open accounts. Review incoming mail and telephone calls. Plan and organize activities and required resources to ensure smooth running of office. Manage day‑to‑day activities of the IC to maximize availability and effectiveness. Prepare and distribute documentation and information to clients including marketing materials, service packages, and proposals. Keep appointment books/agendas for the IC.
  
  Order periodicals, journals and other literature for the IC. Maintain client files in adherence with audit guidelines and processes.
• Operational Support – Support the IC through the Investment Policy cycle from creation to trading implementation. Advise of client maturities. Help identify clients whose needs would be best met by a CIBC partner. Maintain and update client contact database. Prepare and complete account closures in a timely manner. Process transactions for clients including 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.

• Demonstrate knowledge of daily market activities sufficient to provide/explain information to clients. General knowledge of the financial industry is required. A degree or diploma is an asset but not required.
• Have current accreditation and good standing for CIRO‑ (asset).
• Put clients first and engage with purpose to find the right solutions. Go the extra mile because it’s the right thing to do.
• Understand that success is in the details. Notice things that others don’t. Critical thinking skills help inform decision making.
• Values matter – bring your real self to work and live our values of trust, teamwork and accountability.

• CIBC is committed to creating an inclusive environment. We seek applicants with a wide range of abilities and provide an accessible candidate experience. If you need accommodation, please contact Mailb
• CIBC is committed to clarity in our hiring process. All roles posted are opportunities we’re actively recruiting for, unless stated otherwise.
• You must be legally eligible to work at the specified location and, where applicable, have a valid work or study permit.
• We may ask you to complete an attribute‑based assessment and other skills tests (simulation, coding, French proficiency). We use artificial intelligence tools during the recruitment process.

Ottawa – 150 Elgin St., #2100

Regular

37.5 hours

• Administrative Support, Banking, Client Documentation, Client Relations, Client Service, Client Support, Critical Thinking, Customer Service, Detail‑Oriented, Documentation, Investment Policy, Investment Portfolios, Learning Quickly, Microsoft Excel, Microsoft Office, Office Administration, Policy Compliance, Prioritization, Regulatory Compliance, Teamwork, Time Management

• Competitive salary, incentive pay, banking benefits, a benefits program, defined benefit pension plan, an employee share purchase plan, vacation offering, wellbeing support, and a social, points‑based recognition program.
• Collaborative spaces and technological toolkit to support innovative solutions.
• Culture that encourages expressing ambition through initiatives such as Purpose Day – a paid day off to invest in growth and development.