CIBC is seeking a dedicated Investment Associate to strengthen client relationships and streamline administrative processes. Make a meaningful impact by supporting high-net-worth clients effectively.
As part of CIBC, you will be responsible for administrative support, ensuring smooth operations for Investment Counselors. Your expertise will help maintain client databases, prepare necessary materials, and resolve issues proactively. You will be pivotal in executing investment strategies for a variety of clients.
Key Responsibilities:
• Manage client documentation and support Investment Counselors
• Maintain client files in compliance with audit standards
• Prepare client presentations and proposals efficiently
• Address client inquiries and facilitate resolutions
• Update client databases to ensure accuracy
Requirements:
• Understanding of market activities and financial services
• Strong analytical and critical thinking skills
• Bilingual in French and ...