Investment Client Support Specialist

CIBC; London; On-site; CAD 49,000 - 57,000; Full time

Job summary

CIBC in London (Canada) is seeking a Client Support Associate to collaborate with investment advisors to manage portfolios and pursue new business opportunities. You will engage high net worth clients, improve the client experience and stay informed on market trends and new products.

This on-site role offers a defined salary range and opportunities for growth within the brokerage environment. Join a leading Canadian bank with a commitment to fair compensation and ongoing development.

Qualifications

• CIRO-ID Investment Representative licensing in good standing.
• Brokerage industry experience and knowledge of quotation equipment.
• You put clients first and deliver solutions.
• Goal oriented with drive to make a difference.
• Empathetic, open minded, and collaborative.
• Attention to detail and strong critical thinking.
• Values trust, teamwork and accountability.

Responsibilities

• Client engagement - Focus on each client experience and connect on a personal level to make every interaction meaningful.
• Business development - Proactively identify business opportunities and support investment plans.
• Relationship building - Attend events and grow a network to create future opportunities.

Skills

Client engagement

Business development

Relationship building

Critical thinking

Attention to detail

Job description

CIBC in London (Canada) is seeking a Client Support Associate to collaborate with investment advisors to manage portfolios and pursue new business opportunities. You will engage high net worth clients, improve the client experience and stay informed on market trends and new products.

This on-site role offers a defined salary range and opportunities for growth within the brokerage environment. Join a leading Canadian bank with a commitment to fair compensation and ongoing development.