Investment Associate: Client Advisory & Portfolio Support

Canadian Imperial Bank of Commerce; Southwestern Ontario; On-site; CAD 55,000 - 75,000; Full time

Job summary

A leading financial institution is seeking an Investment Associate to provide administrative support to high-value portfolios. The role entails preparing client documentation, managing client relationships, and ensuring exceptional service to high net worth clients. Ideal candidates will have a degree in business, strong analytical skills, and a commitment to client service. This position offers a competitive salary and opportunities for professional growth in a collaborative environment.

Benefits

Competitive salary

Incentive pay

Banking benefits

Defined benefit pension plan

Employee share purchase plan

Vacation offering

Wellbeing support

Social recognition program

Qualifications

• You have a Degree in business or a related field. Completion of CSC is an asset.
• You put our clients first and engage with purpose to find the right solutions.
• You can demonstrate knowledge of daily market activities sufficient to provide information to clients.
• You understand that success is in the details.
• Values matter to you; you live our values – trust, teamwork, and accountability.

Responsibilities

• Provide administrative support to the Investment Counselor in managing high-value portfolios.
• Prepare and distribute documentation and information to clients.
• Assist in preparing client presentations, proposals, and other marketing materials.
• Manage new business by ensuring correct and timely investment of assets.
• Resolve client issues providing exceptional customer service to high net worth clients.

Skills

Analytical Thinking

Cash Flow Analysis

Client Service

Customer Experience (CX)

Investment Portfolios

Post-Sales Support

Product Knowledge

Transaction Banking

Education

Degree in business or a related field

Completion of CSC

Job description

A leading financial institution is seeking an Investment Associate to provide administrative support to high-value portfolios. The role entails preparing client documentation, managing client relationships, and ensuring exceptional service to high net worth clients. Ideal candidates will have a degree in business, strong analytical skills, and a commitment to client service. This position offers a competitive salary and opportunities for professional growth in a collaborative environment.