Investment Associate, CIBC Private Investment Counsel
Company : CIBC
Salary : Details not provided
Location : Ontario
We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients.
At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute.
To learn more about CIBC, please visit CIBC.com
What You’ll Be Doing
You will provide administrative support to the Investment Counselor (IC) in managing their high value portfolios and maximizing their productivity. As an Investment Associate, you will prepare and distribute documentation and information to clients; maintain client database and ensure contacts are up to date; assist in preparing client presentations, proposals and other marketing materials; assist the assigned IC in resolving client issues and inquiries; take initiative to resolve client issues providing exceptional customer service to high net worth clients; manage new business by ensuring correct and timely investment of assets; assist in following up on client referrals and contacts.
How You’ll Succeed
Client Service – Follow up on client and IC requests to ensure proper settlement and delivery. Investigate and resolve inquiries and complaints related to accounts and refer to the IC where appropriate. Develop strong and effective working relationships with clients and third-parties, such as Accountants working with clients.
Administrative Support – Request information and documentation from clients to open accounts. Review incoming mail and telephone calls. Plan and organize activities and required resources to ensure smooth running of office. Manage day-to-day activities of the IC in a manner that maximizes availability and effectiveness. Prepare and distribute documentation and information to clients including marketing materials, servicing packages, and proposals. Keep appointment books/agendas for IC. Order periodicals, journals and other literature for IC. Maintain client files in adherence with audit guidelines and processes.
Operational Support – Support IC through the Investment Policy cycle from creation to trading implementation. Advise IC of client maturities. Help identify clients whose needs would be best met by a CIBC partner. Maintain and update client contact database. Prepare and complete account closures in a timely manner. Process transactions for clients include wire transactions, cheque deposits/issuances, cash transfers. Implement Investment Policy Statements as per IC’s instructions. Review client portfolios monthly to ensure records are in good order.
Who You Are
You have a Degree in business or a related field. Completion of CSC is an asset.
You put our clients first. You engage with purpose to find the right solutions. You go the extra mile, because it's the right thing to do.
You can demonstrate knowledge of daily market activities sufficient to provide/explain information to clients. You have a general knowledge of the financial industry.
You understand that success is in the details. You notice things that others don't. Your critical thinking skills help to inform your decision making.
V alues matter to you. You bring your real self to work and you live our values – trust, teamwork and accountability.
What CIBC offers
At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck.
We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a health benefits program, defined benefit pension plan, an employee share purchase plan and MomentMakers, our social, points-based recognition program
Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients
We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development
What you need to know
- CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact [email protected]
- You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit
Expected End Date2021-11-30
Job LocationToronto-81 Bay, 12th Floor
Employment TypeTemporary (Fixed Term)