Investment Client Support Associate Role (British Columbia)

Investment Client Support Associate Role (British Columbia)

20 Sep
|
Canadian Imperial Bank of Commerce
|
British Columbia

20 Sep

Canadian Imperial Bank of Commerce

British Columbia

Take the next step in your financial career as an Investment Client Support Associate with CIBC. Provide essential support to investment advisors while engaging high net worth clients.

CIBC’s Wood Gundy division is looking for a motivated Investment Client Support Associate to work alongside investment advisors and enhance client engagement. With this full-time position, you’ll acquire valuable skills and knowledge in the brokerage sector while focusing on relationship building and business development. The role is pivotal in ensuring clients' investment experiences are meaningful and effective.

Key Responsibilities:
• Foster personal relationships to enhance client satisfaction
• Support advisors in developing tailored investment plans




• Assist in identifying recent business opportunities
• Engage in community marketing events and outreach
• Stay informed on investment trends and relevant products

Requirements:
• Must hold current IR accreditation with CIRO-ID
• Experience in financial services or brokerage industries
• Strong analytical and organizational skills
• Familiarity with various financial products
• Excellent interpersonal abilities for client interaction

Elevate your financial career at CIBC by delivering impactful client support and assisting in investment management.
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📌 Investment Client Support Associate Role (British Columbia)
🏢 Canadian Imperial Bank of Commerce
📍 British Columbia

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