Support high net worth clients at CIBC in Calgary through investment portfolio administration, client service, and operational follow-through. Work arrangement details are discussed during interviews.
As an Investment Associate, you provide administrative support to the Investment Counselor managing high value portfolios. You prepare client documentation, maintain accurate contact records, and help address inquiries. The position also supports presentations, proposals, referrals, account opening, transactions, and Investment Policy implementation.
Key Responsibilities:
- Support Investment Counselor portfolio management and productivity
- Prepare and distribute client documentation, proposals, and marketing materials
- Resolve client issues and inquiries with exceptional service
- Maintain updated client databases and files
- Process asset investments, transfers, deposits, and account transactions
Requirements:
- Degree in business or a related field
- General knowledge of the financial industry
- Knowledge of daily market activities
- Critical thinking and attention to detail
- Completion of CSC is an asset
Bring client service, portfolio administration, and analytical thinking to CIBC's Investment Associate team in Calgary.
Investment Associate Client Service in Calgary employer: CIBC
CIBC is an exceptional employer that fosters a dynamic and collaborative work culture in the heart of Toronto. As an Equity Research Associate intern, you will gain invaluable insights and hands-on experience in global markets while working alongside industry experts, all within a supportive environment that prioritizes employee growth and development. With competitive compensation and a commitment to nurturing talent, CIBC stands out as a rewarding place for aspiring finance professionals.
