Client Associate

7 days ago

Charlottetown, Prince Edward Island, Canada CIBC Full time
Join Our Team at CIBC

We are seeking a talented and passionate Client Associate to join our team at CIBC. As a Client Associate, you will be responsible for building and growing client relationships through exceptional service and financial planning.

Key Responsibilities
  • Develop and maintain strong relationships with high net worth clients to provide personalized service and financial solutions.
  • Work closely with our investment team to provide clients with tailored investment advice and portfolio management.
  • Identify and pursue new business opportunities to drive growth and revenue.
  • Collaborate with internal stakeholders to ensure seamless delivery of client services.
What We Offer
  • A competitive compensation package, including a base salary and bonus structure.
  • A comprehensive benefits program, including health, dental, and vision coverage.
  • A generous retirement savings plan, including a company match.
  • Opportunities for professional development and career advancement.
Requirements
  • 3+ years of experience in financial services, with a focus on client relationship management.
  • Strong knowledge of financial products and services, including investments, insurance, and banking.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
  • Proven track record of success in sales and business development.
Why Join CIBC?

CIBC is a leading financial institution with a long history of innovation and excellence. We offer a dynamic and supportive work environment, with opportunities for professional growth and development. Our team is passionate about delivering exceptional client service and making a positive impact in our communities.

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