Investment Associate

2 weeks ago

Toronto, Ontario, Canada CIBC Full time
We're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients.

At CIBC, we embrace your strengths and your ambitions, so you are empowered at work.

Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute.

To learn more about CIBC, please visit

What You'll Be Doing

  • You will provide administrative support to the Investment Counselor (IC) in managing their high value portfolios and maximizing their productivity. As an Investment Associate, you will prepare and distribute documentation and information to clients; maintain client database and ensure contacts are up to date; assist in preparing client presentations, proposals and other marketing materials; assist the assigned IC in resolving client issues and inquiries; take initiative to resolve client issues providing exceptional customer service to high net worth clients; manage new business by ensuring correct and timely investment of assets; assist in following up on client referrals and contacts.
  • At CIBC we enable the work environment most optimal for you to thrive in your role. Details on your work arrangement (proportion of onsite and remote work) will be discussed at the time of your interview._


 How You'll Succeed
  • Client Service
  • Follow up on client and Investment Counselor requests to ensure proper settlement and delivery. Investigate and resolve inquiries and complaints related to accounts and refer to the Investment Counselor where appropriate. Develop strong and effective working relationships with clients and thirdparties, such as Accountants working with clients.


 Administrative Support
  • Request information and documentation from clients to open accounts. Review incoming mail and telephone calls. Plan and organize activities and required resources to ensure smooth running of office. Manage daytoday activities of the Investment Counselor in a manner that maximizes availability and effectiveness. Prepare and distribute documentation and information to clients including marketing materials, servicing packages, and proposals. Keep appointment books/agendas for the IC. Order periodicals, journals and other literature for the Investment Counselor. Maintain client files in adherence with audit guidelines and processes.


 Operational Support
  • Support the Investment Counselor through the Investment Policy cycle from creation to trading implementation. Advise of client maturities. Help identify clients whose needs would be best met by a CIBC partner. Maintain and update client contact database. Prepare and complete account closures in a timely manner. Process transactions for clients include wire transactions, cheque deposits/issuances, cash transfers. Implement Investment Policy Statements as per instructions. Review client portfolios monthly to ensure records are in good order.


 Who You Are
  • You have a Degree in business or a related field. Completion of CSC is an asset.
  • You put our clients first. You engage with purpose to find the right solutions. You go the extra mile, because it's the right thing to do.
  • You can demonstrate knowledge of daily market activities sufficient to provide/explain information to clients. You have a general knowledge of the financial industry.
  • You understand that success is in the details. You notice things that others don't. Your critical thinking skills help to inform your decision making.
  • Values matter to you. You bring your real self to work and you live our values trust, teamwork and accountability.
What CIBC Offers

At CIBC, your goals are a priority.

We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential.

We aspire to give you a career, rather than just a paycheck.- We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, defined benefit pension plan*, an employee share purchase plan, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.- Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.- We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.


  • Subject to plan and program terms and conditions


What you need to knowYou need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.

Job Location

Toronto-81 Bay, 12th Floor

Employment Type

Regular

Weekly Hours

37.5

Skills:

Analytical Thinking, Cash Flow Analysis, Client Relationship Management, Customer Experience (CX), Investment Portfolios, Post-Sales Support, Product

  • Investment Associate

    2 weeks ago

    Toronto, Ontario, Canada Ourboro Full time

    Are you a detail-oriented investment analyst looking to make the jump to an associate role? Do you want to test your skills in a start-up environment, supporting the growth of a robust investment platform? Are you interested in working in a collaborative, casual team, with an all-hands-on deck mentality? Are you passionate about real estate, and working at...

  • Associate, Investments

    2 weeks ago

    Toronto, Ontario, Canada Brookfield Asset Management, Inc Full time

    Associate, Investments - Legal (Mergers & Acquisitions/ Corporate) Associate, Investments - Legal (Mergers & Acquisitions/ Corporate) Brookfield Asset Management, Inc Toronto, Canada Associate, Investments - Legal (Mergers & Acquisitions/ Corporate) Brookfield Asset Management, Inc Toronto, Canada Posted 5 days ago Permanent Competitive Location ...

  • Associate, Investments

    2 weeks ago

    Toronto, Ontario, Canada BGO Full time

    Associate, InvestmentsToronto, ONWho We Are: BGO is a leading, global real estate investment management advisor and a globally-recognized provider of real estate services. BGO serves the interests of more than 750 institutional clients with expertise in the asset management of office, industrial, multi-residential, retail and hospitality property across the...

  • Senior Investment Analyst

    2 weeks ago

    Toronto, Ontario, Canada CCC Investment Banking Full time

    Who are we: CCC is Canada's leading national, independent, mid-market investment banking firm. We also provide valuation services and board of director advisory to our trusted clients. We do not have a cookie-cutter approach but use creative solutions to overcome difficult problems to complete transactions. Support Vice Presidents and Associates in...

  • Associate, Investments

    2 weeks ago

    Toronto, Ontario, Canada BGO Full time

    Who We Are: BGO is a leading, global real estate investment management advisor and a globally-recognized provider of real estate services. BGO serves the interests of more than 750 institutional clients with expertise in the asset management of office, industrial, multi-residential, retail and hospitality property across the globe. BGO has offices in 28...

  • Associate, Investments

    2 weeks ago

    Toronto, Ontario, Canada BGO Full time

    Who We Are: BGO is a leading, global real estate investment management advisor and a globally-recognized provider of real estate services. BGO serves the interests of more than 750 institutional clients with expertise in the asset management of office, industrial, multi-residential, retail and hospitality property across the globe. BGO has offices in 28...

  • Associate, Investment Counsel

    2 weeks ago

    Toronto, Ontario, Canada Scotiabank Full time

    Requisition ID: 164570Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.Associate Administrative Assistant, Investment Counsel, 1832 Asset ManagementThe Administrative Assistant, Associate, Investment Counsel is responsible for providing high level support to senior members of the 1832 Asset Management...

  • Investment Banking Associate

    2 weeks ago

    Toronto, Ontario, Canada Agentis Capital Full time

    Investment Banking Associate Location Vancouver,BC :Our Firm Agentis acts as a sell-side and buy-side advisor on a wide variety of global transactions including renewable power, energy, digital, transportation, and public-private partnerships. Our clients include leading infrastructure funds, pension funds, contractors, and governments. Agentis Capital...

  • Associate, Investments

    2 weeks ago

    Toronto, Ontario, Canada Brookfield Asset Management Full time

    LocationBrookfield Place - 181 Bay StreetBusiness - InfrastructureBrookfield Infrastructure Group is one of Brookfield's primary operating groups. The Infrastructure Group is one of the world's largest infrastructure investors, owning and operating critical assets across the transport, utilities, energy, and data infrastructure sectors. The Group operates...

  • Associate, Investment Banking

    2 weeks ago

    Toronto, Ontario, Canada Scotiabank Full time

    Requisition ID: 163807Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.Why work for Scotiabank?Scotiabank is a leading bank in the Americas. We are powered by our 97,000 high-performing teammates who make a real difference across the globe as a leading provider of advice, products, digital experiences, and...

  • Equity Research Associate

    2 weeks ago

    Toronto, Ontario, Canada MFS Investment Management Full time

    At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters - to us as valued professionals and to the millions...

  • Associate, Fund Investments

    2 weeks ago

    Toronto, Ontario, Canada Wittington Full time

    Location:22 St. Clair Avenue East, Toronto, Ontario, M4T 2S7About UsWittington Investments, Limited, a private Canadian company, is the holding company of the Weston group of companies, which includes George Weston Limited, Loblaw Companies Limited and Choice Properties REIT.George Weston Limited is a Canadian public company, founded in 1882.George Weston...

  • Investment Associate

    4 weeks ago

    Greater Toronto Area, Canada, Ontario Worthland Consulting Inc. Full time

    Company DescriptionWorthland Consulting Inc. is a premier quality recruitment agency based in Canada that specializes in the web3 and crypto space. Our mission is to connect the best candidates with the right jobs in these industries. Whether you are looking to hire new staff or find a new job, we are here to help.Role DescriptionThis is a full-time remote...

  • Associate, Investment Banking

    2 weeks ago

    Toronto, Ontario, Canada Scotiabank Full time

    Requisition ID: 169040Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.Why work for Scotiabank?Scotiabank is a leading bank in the Americas. We are powered by our 97,000 high-performing teammates who make a real difference across the globe as a leading provider of advice, products, digital experiences, and...

  • Associate, Investments – Legal

    2 weeks ago

    Toronto, Ontario, Canada Brookfield Asset Management Full time

    Job Description As legal counsel to BIG, the Associate, Investments will be responsible for providing general legal advice in relation to BIG's transactional, corporate and asset management activities. This mandate will include functioning as corporate counsel to Brookfield's private infrastructure funds, including its flagship $30 billion private...

  • Director, Private Investment Risk

    2 weeks ago

    Old Toronto, Ontario, Canada Canada Pension Plan Investment Board Full time

    Make an impact at a global and dynamic investment organizationWhen you invest your career in CPP Investments, you join one of the most respected and fastest growing institutional investors in the world. With current assets under management valued in excess of $500 billion, CPP Investments is a professional investment management organization that globally...

  • Associate Director, Investment

    2 weeks ago

    Toronto, Ontario, Canada Spark Foundry Full time

    Job Description Spark Foundry Canada is looking for an Associate Director, Investment to join the team. Responsibilities: Assist Group Director in managing multi-disciplinary team across entire client investment portfolio, this includes all broadcast, digital, video, social, programmatic, search and commerce channels Day to day management of...

  • Investment Banking Analyst/Senior Analyst

    2 weeks ago

    Toronto, Ontario, Canada CCC Investment Banking Full time

    Who we are:CCC is a top national independent mid-market investment banking firm based in Canada. With offices in Toronto and Vancouver, we specialize in executing divestitures, mergers, acquisitions, and capital raises for our clients. Additionally, we offer valuation services and advisory to boards of directors.We are known for our relentless commitment to...

  • Associate Investment Advisor

    2 weeks ago

    Toronto, Ontario, Canada iA Private Wealth Inc. Full time

    Description Domain : Private Wealth / Remote working / Location : Toronto , Montreal, Quebec City / Languages : French and English Reporting to the Director, iA Wealth Advice Centre, the Associate Investment Advisor will support both Admin Assistants and Investment Advisors on the team. They will have the opportunity to broaden their experience in the...

  • Investment Banking Associate

    2 weeks ago

    Old Toronto, Ontario, Canada Agentis Capital Full time

    Investment Banking Associate Location Vancouver, BC : Our Firm Agentis Capital Advisors is a leading global financial advisor with a reputation for delivering unparalleled value and advice to its clients. The firm has been the recipient of numerous industry rewards in recent years, including multiple 2023 industry deal awards, Proximo Infra's 2022 North...