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Job Description & How to Apply Below
Elevate your career with CIBC as an Investment Associate in Ottawa. Provide essential administrative support while building strong client relationships in a fast-paced banking environment.
CIBC seeks dedicated professionals for the Investment Associate role focused on client documentation and administrative support. Your tasks include managing high-value portfolios, preparing client proposals, and ensuring effective communication with clients. Candidates should demonstrate strong client service skills and have a keen eye for detail to enhance the Investment Counselor's productivity and effectiveness.
Key Responsibilities:
• Provide administrative support to the Investment Counselor
• Prepare documentation and client presentations
• Investigate client inquiries and complaints proactively
• Manage client database and maintain accurate records
• Process transactions and implement Investment Policy Statements
Requirements:
• Knowledge of the financial industry and market activities
• Good standing with CIRO- (asset)
• Strong critical thinking and problem-solving skills
• Detail-oriented with excellent prioritization abilities
• Previous experience in banking or client support is preferred
Leverage your administrative skills and client relations experience to excel at CIBC in Ottawa.
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Position Requirements
10+ Years
work experience
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