Investment Associate

CIBC

Toronto, Canada
Base: $50,840 to $59,350; bonus/equity: annual dis...
On-site
Client service and issue resolution
Prepare client documentation and presentations
Maintain client database and contacts
Provide administrative support to Investment Counselors in managing high-value portfolios and maximizing productivity

Job Summary

  • Provide administrative support to Investment Counselors in managing high-value portfolios and maximizing productivity.
  • Assist in preparing client presentations, proposals, and marketing materials, and resolve client issues with exceptional customer service.
  • Support the Investment Counselor through the Investment Policy cycle, advise on client maturities, and maintain client contact databases.

Matching Summary

Provide administrative support to Investment Counselors in managing high-value portfolios and maximizing productivity.

Salary

Base: $50,840 to $59,350; Bonus/Equity: Annual discretionary incentive or bonus program; Benefits: Banking benefits, benefits program, defined benefit pension plan, employee share purchase plan

Skills & Requirements

Must-have

  • Client service and issue resolution
  • Prepare client documentation and presentations
  • Maintain client database and contacts
  • Manage new business and investment of assets
  • Follow up on client referrals

Nice-to-have

  • Relationship-oriented banking
  • Empowered work environment
  • Valued for contributions
  • Exceptional customer service

Key Requirements

  • Knowledge of daily market activities
  • General knowledge of the financial industry
  • CIRO-ID licensing is an asset
  • Degree or diploma is an asset

Work Rights

Not specified

Tailored Resume

Cover Letter