Investment Associate-Bilingual
About The Position
The Investment Associate provides administrative support to the Investment Counselor (IC) to manage high-value portfolios and maximize productivity. Key responsibilities include preparing and distributing client documentation, maintaining client databases, assisting with presentations and marketing materials, resolving client issues and inquiries, and managing new business by ensuring timely investment of assets. The role also involves following up on client referrals and contacts. The work arrangement, including the proportion of on-site and remote work, will be discussed during the interview process.
Requirements
- Demonstrate knowledge of daily market activities sufficient to provide/explain information to clients
- General knowledge of the financial industry
- Fluent in French and English to serve clients in the community
- Engage with purpose to find the right solutions for clients
- Go the extra mile, because it's the right thing to do
- Understand that success is in the details and notice things that others don't
- Critical thinking skills to inform decision making
- Live CIBC values: trust, teamwork, and accountability
Nice To Haves
- A degree or diploma
Responsibilities
- Provide administrative support to the Investment Counselor (IC) in managing their high value portfolios and maximizing their productivity
- 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
- 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 third-parties, such as Accountants working with clients
- 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 day-to-day 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
- Maintain client files in adherence with audit guidelines and processes
- 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
Benefits
- Competitive salary
- Incentive pay
- Banking benefits
- Benefits program
- Defined benefit pension plan
- Employee share purchase plan
- Vacation offering
- Wellbeing support
- MomentMakers, our social, points-based recognition program
- Purpose Day; a paid day off dedicated for you to use to invest in your growth and development
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
Number of Employees
5,001-10,000 employees
