Client Associate (IR Licensed)

Client Associate (IR Licensed)

Company

CIBC

Conditions

12 hours agoSeniorSalary: 49K - 57KLondon, ON Onsite Full Time Finance Jobs by CIBC

CIBC CIBC is a Canadian banking company providing personal, business, commercial, wealth-management, investment, lending, payment, and insurance services. It serves individual consumers, businesses, commercial clients, and institutional investors. Distributed Projects CIBC Rewards Customer Engagement Platform CIBC Investor's Edge Service Provider CIBC Global Asset Management Service Provider About CIBC CIBC operates a broad financial-services business with banking centres, online and mobile banking, bank accounts, credit cards, mortgages, loans, lines of credit, investments, money transfers, and insurance products. It also provides business and commercial banking, private wealth, Imperial Service, capital markets, and asset-management services. Its clients include personal banking customers, students, newcomers, seniors, businesses, commercial organizations, and institutional investors. View jobs by CIBC

Skills

Analytical Thinking Business Development Business Documentation Collaboration Customer Experience Financial Products Investment Portfolios Marketing Proposal Development Transaction Banking

About the Role

You will build and grow client portfolios through dedicated relationship management, trusted investment advice and exceptional client service. You will work closely with Investment Advisors to help manage their portfolios and develop new business. You will directly engage with high-net-worth clients to offer support, uncover business opportunities, and proactively improve the client experience.

Requirements

• Current accreditation and good standing as an Investment Representative (IR) with CIRO-ID
• Registered Representative (RR) licensing is an asset
• 3+ years of brokerage industry experience
• Working knowledge of various quotation equipment

Responsibilities

• Build and grow client portfolios
• Provide dedicated relationship management
• Deliver trusted investment advice and exceptional client service
• Work closely with Investment Advisors to manage portfolios and develop new business
• Engage with high-net-worth clients
• Uncover business opportunities
• Proactively improve the client experience

Benefits

• Banking benefits
• Benefits program
• Defined benefit pension plan
• Employee share purchase plan
• Vacation offering
• Wellbeing support
• MomentMakers social recognition program

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