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Client Associate - CIBC Investment Services

Company

CIBC

Location

nelson, regional district of central kootenay

Type

Full-time

Join CIBC as a Client Associate, focusing on enriching client relationships and delivering personalized investment solutions. This role features a full-time commitment to serving high-net-worth clients and supporting Investment Advisors.

In this key position, your goal will be to foster strong client engagements by identifying needs and uncovering business opportunities. You will be actively involved in enhancing the client experience while participating in CIBC’s outreach efforts. Expect competitive compensation and a robust workplace culture.

Key Responsibilities:
• Develop and maintain strong client relationships
• Collaborate to create investment strategies tailored for clients
• Drive business development alongside Investment Advisors
• Represent CIBC at local events and initiatives
• Proactively enhance the overall client experience

Requirements:
• Certified as an Investment Representative (IR)
• Exp...

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