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Client Associate

2 months ago

Vancouver, British Columbia, Canada CIBC Full time

About CIBC

CIBC is a leading financial institution that provides a wide range of financial services to individuals, businesses, and governments. As a Client Associate - Investment Portfolio Manager, you will play a key role in helping our clients achieve their financial goals.

Your Responsibilities

  • Client Engagement - Build strong relationships with clients, understand their financial needs, and provide personalized investment advice to help them achieve their goals.
  • Business Development - Identify new business opportunities, collaborate with investment advisors, and develop investment plans that meet the needs of our clients.
  • Relationship Building - Represent CIBC in the community, expand your network, and establish lasting connections with clients and partners.

Your Attributes

  • Client Focus - Prioritize the client experience and deliver exceptional service.
  • Results Driven - Motivated to achieve goals and deliver results in a fast-paced environment.
  • Collaboration and Communication - Work effectively with colleagues and clients to achieve common goals.
  • Attention to Detail - Notice details that others may miss and make informed decisions.
  • Professional Accreditation - Hold a current license, completed relevant courses, and have practical knowledge of financial services and brokerage.
  • Values Driven - Embody trust, teamwork, and accountability in the workplace.

What CIBC Offers

  • Competitive salary, performance-based compensation, comprehensive benefits package, and opportunities for career growth and development.
  • State-of-the-art technology and innovative spaces to support collaborative solutions.
  • A culture that supports personal growth and development through initiatives like mentorship programs and training opportunities.

Work Environment

CIBC is an equal opportunities employer and welcomes applications from diverse candidates.