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About the Role
We are building a relationship-oriented bank for the modern world, seeking talented and passionate professionals dedicated to doing what's right for our clients. At CIBC, we empower our team members to make a meaningful impact and ensure they are valued for their contributions.
Responsibilities
- Build and grow client portfolios through relationship management, investment advice, and client service.
- Collaborate with Investment Advisors to oversee portfolios and drive new business opportunities.
- Engage directly with high-net-worth clients to offer support, identify growth prospects, and enhance their experience.
- Focus on business development, executing marketing initiatives, and cultivating referral networks.
- Maintain compliance standards in client dealings and client files.
- Conduct administrative activities and processes to support Investment Advisors.
- Engage in marketing and business development activities.
- Assist in the development of investment plans and written proposals.
- Assist in directing assets into suitable financial products based on client risk tolerance and profile.
- Enhance relationships by collaborating with the team and providing administrative support.
- Respond to client requests and provide an exceptional experience.
- Heighten CIBC brand awareness in the community by attending local events and participating in marketing and outreach activities.
- Grow network to create lasting connections and generate future opportunities.
- Work closely with the team to connect clients with the right opportunities.
- Provide timely responses to client requests and maintain compliance standards.
- Improve team productivity, proactively uncover business opportunities, and help direct assets into the right financial products.
Requirements
- Speak Mandarin and Cantonese fluently.
- Be legally eligible to work at the specified location(s).
- Where applicable, possess a valid work or study permit.
- May be asked to complete an attribute-based assessment and other skills tests.
- Artificial intelligence tools are used during the recruitment process.
Skills
- Relationship building
- Networking
- Entrepreneurial spirit
- Community involvement
- Administrative Support
- Compliance standards
- Marketing
- Business development
- Client Engagement
- Organizational Skills
- Teamwork
- Accountability
- Activity Coordination
- Administrative Process
- Client Service
- Communication
- Customer Engagement
- Microsoft Excel
- Microsoft PowerPoint
- Multitasking
- Office Administration
- Organizational Efficiency
- Personal Initiative
- Team Success
- Time Management
Location
- 4110 Yonge St., 5th Fl.
Work Type
- On-site full-time
- Temporary (Fixed Term)
- 37.5 hours per week
Experience Level
- Emerging Investment Professional
Salary/Compensations
- $49,000 to $54,000
Benefits
- Competitive compensation
- Banking benefit
- Wellbeing support
- Employee and family assistance programs
- MomentMakers recognition program
About the Company
- CIBC is building a relationship-oriented bank for the modern world.
- 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.
- 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.
Equal Opportunity
- 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.