Investment Associate

CIBC Capital Markets

Toronto, Ontario, Canada
Base: $50,840 to $59,350 annually; bonus: annual d...
Fully remote
Client database maintenance
Investment documentation preparation
Transaction processing
The role involves providing administrative support to Investment Counselors to manage high-value portfolios and maximize productivity

Job Summary

  • The role involves providing administrative support to Investment Counselors to manage high-value portfolios and maximize productivity.
  • Employees are expected to resolve client inquiries, maintain accurate databases, and process various investment transactions including wire transfers.
  • CIBC offers a competitive salary range, discretionary bonuses, a defined benefit pension plan, and opportunities for professional growth.

Matching Summary

The role involves providing administrative support to Investment Counselors to manage high-value portfolios and maximize productivity.

Salary

Base: $50,840 to $59,350 annually; Bonus: Annual discretionary incentive program; Benefits: Banking benefits, pension plan, employee share purchase plan

Skills & Requirements

Must-have

  • Client database maintenance
  • Investment documentation preparation
  • Transaction processing
  • Portfolio record review
  • Client inquiry resolution

Nice-to-have

  • Strong critical thinking skills
  • Knowledge of daily market activities
  • General financial industry knowledge
  • Proactive problem solving
  • Commitment to client-first values

Key Requirements

  • CIRO-ID licensing (asset)
  • Degree or diploma (asset)
  • Legal eligibility to work in Canada

Work Rights

Must be legally eligible to work at the location(s) specified

Tailored Resume

Cover Letter