Investment Associate

Job summary

Provide administrative and operational support to Investment Counselors by managing client portfolios, documentation, and account transactions. Ensure exceptional customer service by resolving client inquiries and maintaining effective relationships with clients and third-party partners.

Job details

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 CIBC.com What You’ll Be Doing 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 Investment Counselor 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 on-site 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 third-parties, such as accountants working with clients. Administrative Support – Request information and documentation from clients to open accounts. Review incoming mail, e-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. 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 have well-developed interpersonal and relationship building skills and the ability to exercise good judgement independently. You provide a high level of customer service and ensure problem resolution and follow up as required. 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 have strong attention to detail and are able to process transactions accurately, while multitasking in a fast-paced environment. You live your values. You bring high standards, genuine care to your relationships, and want to grow with an employer that shares your values and brings out your best 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 work to recognize you in meaningful, personalized ways including a competitive compensation, a banking benefit*, wellbeing support and additional offers such as employee and family assistance programs 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. *Subject to program terms and conditions What you need to know CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact Mailbox.careers-carrieres@cibc.com CIBC is committed to clarity in our hiring process. All roles posted are opportunities we’re actively recruiting for, unless stated otherwise. You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit We may ask you to complete an attribute-based assessment and other skills test (such as simulation, coding, French proficiency). We use artificial intelligence tools during the recruitment process. Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us. Expected End Date 2027-12-31 Job Location Edmonton-10180-101st Street Employment Type Temporary (Fixed Term) Weekly Hours 37.5 Skills Accountability, Analytical Thinking, Cash Flow Analysis, Client Service, Customer Experience (CX), Customer Service, Investment Portfolios, Post-Sales Support, Product Knowledge

What you’ll do

Provide administrative and operational support to Investment Counselors by managing client portfolios, documentation, and account transactions. Ensure exceptional customer service by resolving client inquiries and maintaining effective relationships with clients and third-party partners.

Requirements

Requires a degree in business or a related field and strong attention to detail in a fast-paced environment. Candidates should possess well-developed interpersonal skills and general knowledge of the financial industry.

Benefits

• Competitive compensation
• Banking benefit
• Wellbeing support
• Employee and family assistance programs
• MomentMakers recognition program

Listed skills

• Customer service · Preferred
• Administrative Support · Preferred
• Relationship Building · Preferred
• Attention to detail · Preferred
• data management · Preferred
• Communication · Preferred
• Time management · Preferred
• Account Management · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Client service
• Administrative support
• Investment portfolios
• Relationship building
• Problem resolution
• Financial industry knowledge
• Attention to detail
• Transaction processing
• Data management
• Market analysis
• Communication
• Time management
• Account management
• Customer service
• Documentation management
• Presentations
• Problem Solving
• Product Knowledge
• Innovation
• Investments
• Detail Oriented
• Financial Services
• Relationship Building
• French Language
• Accountability
• Customer Service
• Auditing
• Proactivity
• Administrative Support
• Multitasking
• Account Closures
• Analytical Thinking
• Sales Support
• Marketing Materials
• Journals
• Deposit Accounts
• Settlement
• Cash Flow Analysis

Job areas

• Finance & Accounting
• Administrative
• Customer Service & Support
• Management & Leadership
• Investment Associate
• Personal Financial Advisor (General)
• Financial and Investment Advisers
• Personal Financial Advisors

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