Join CIBC Halifax as an Investment Client Associate, dedicated to guiding high-net-worth clients. Enhance their experience while identifying business opportunities. In this role, you'll closely collaborate with Investment Advisors to support the management of client portfolios.

You'll be proactive in engaging with clients, building relationships, and developing strategies to improve their investment plans. The position requires in office work Monday through Friday, fostering a professional setting that values your contributions. Key Responsibilities:
Build and strengthen client relationships through engagement
Collaborate on investment plans tailored to client profiles
Identify and create new business development opportunities




Attend community events to raise CIBC’s profile
Enhance client experience by anticipating needs

Requirements:
Current accreditation as an Investment Representative (IR)
Relevant Financial Services or Brokerage experience
Proficiency in analytical thinking and customer experience
Passion for relationship building and client satisfaction
Solid attention to detail and commitment to excellence

Contribute to CIBC’s mission by focusing on enhancing client relationships and business growth.

📌 Investment Client Associate Opportunity Halifax Regional Municipality
🏢 CIBC
📍 Halifax Regional Municipality