Join CIBC as an Investment Associate in Ottawa and support high-value portfolios through administrative excellence and client service. This role emphasizes building lasting client relationships.
As an Investment Associate, you'll assist the Investment Counselor with portfolio management and documentation effectively. This includes preparing client presentations, conducting follow-up inquiries, and solving account-related issues. A talent for time management and regulatory compliance, along with solid teamwork skills, will be crucial in this fast-paced banking role.
Key Responsibilities:
• Support Investment Counselors in portfolio management
• Resolve client inquiries and enhance client satisfaction
• Organize documents and prepare service proposals




• Maintain client records and compliance with audit guidelines
• Manage administrative tasks for daily office functions
Requirements:
• Understanding of banking principles and market trends
• Accreditation for CIRO-ID licensing (a plus)
• Proven capability in documentation and client service
• Excellent communication skills are essential
• Ability to work collaboratively within a team
Utilize your banking knowledge and skills to drive success as part of CIBC's dynamic team in Ottawa.
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📌 CIBC Investment Associate Role (Ottawa)
🏢 CIBC
📍 Ottawa