Associate, Client Support

CIBC

Vancouver, Canada
Base: $50,840 to $59,350; bonus/equity: annual dis...
On-site
Client service for high net worth clients
Prepare client documentation and presentations
Maintain client database and records
You will provide administrative support to the Investment Counselor (IC) in managing their high value portfolios and maximizing their productivity

Job Summary

  • You will provide administrative support to the Investment Counselor (IC) in managing their high value portfolios and maximizing their productivity.
  • At CIBC, your goals are a priority and they strive to create opportunities to tap into your potential.
  • We are committed to providing fair, equitable, and competitive compensation opportunities for all employees and encourage open conversations about compensation.

Matching Summary

You will provide administrative support to the Investment Counselor (IC) in managing their high value portfolios and maximizing their productivity.

Salary

Base: $50,840 to $59,350; Bonus/Equity: Annual discretionary incentive or bonus program; Benefits: Banking benefit, wellbeing support, employee and family assistance programs, MomentMakers

Skills & Requirements

Must-have

  • Client service for high net worth clients
  • Prepare client documentation and presentations
  • Maintain client database and records
  • Process financial transactions
  • Support Investment Policy cycle

Nice-to-have

  • Relationship-oriented banking approach
  • Embrace strengths and ambitions
  • Meaningful impact and valued contributions

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter