Client Associate with CIBC in Surrey (British Columbia)

Client Associate with CIBC in Surrey (British Columbia)

07 Sep
|
Canadian Imperial Bank of Commerce
|
British Columbia

07 Sep

Canadian Imperial Bank of Commerce

British Columbia

Join CIBC as a Client Associate in Surrey and help shape the future of banking. Collaborate with Investment Advisors to deliver outstanding service for high-net-worth clients.

This on-site/full-time role demands your expertise as an accredited Investment Representative to enhance client experiences. You will support business development efforts, establish lasting relationships, and immerse yourself in community activities. Candidates must be driven, with a focus on client-first solutions.

Key Responsibilities:
• Foster strong client connections through effective communication
• Collaborate to create customized investment plans
• Participate in local events to raise CIBC's brand awareness
• Identify and pursue new business opportunities
• Maintain meticulous documentation for proposals

Requirements:
• Valid Investment Representative accreditation
• Proven experience in Financial Services or Brokerage
• Robust analytical and problem-solving skills
• Effective communication and relationship management
• Collaborative spirit in team environments

Empower your career and make a difference in clients' lives at CIBC.
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📌 Client Associate with CIBC in Surrey (British Columbia)
🏢 Canadian Imperial Bank of Commerce
📍 British Columbia

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