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Client Associate (IR Licensed)

JobStashabout 11 hours ago
London, Ontario, Canada
Mid Level
Full-Time

Top Benefits

Banking benefits
Benefits program
Defined benefit pension plan

About the role

1 hour ago Senior Salary: 49K - 57K London, ON Onsite Full Time Finance Jobs by CIBC

CIBC

CIBC is a Canadian banking company providing personal, business, commercial, wealth-management, investment, lending, payment, and insurance services. It serves individual consumers, businesses, commercial clients, and institutional investors.

Distributed

Projects

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About CIBC

CIBC operates a broad financial-services business with banking centres, online and mobile banking, bank accounts, credit cards, mortgages, loans, lines of credit, investments, money transfers, and insurance products. It also provides business and commercial banking, private wealth, Imperial Service, capital markets, and asset-management services. Its clients include personal banking customers, students, newcomers, seniors, businesses, commercial organizations, and institutional investors.

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Skills

Analytical ThinkingBusiness DevelopmentBusiness DocumentationCollaborationCustomer ExperienceFinancial ProductsInvestment PortfoliosMarketingProposal DevelopmentTransaction Banking

About The Role

You will build and grow client portfolios through dedicated relationship management, trusted investment advice and exceptional client service. You will work closely with Investment Advisors to help manage their portfolios and develop new business. You will directly engage with high-net-worth clients to offer support, uncover business opportunities, and proactively improve the client experience.

Requirements

Current accreditation and good standing as an Investment Representative (IR) with CIRO-ID Registered Representative (RR) licensing is an asset 3+ years of brokerage industry experience Working knowledge of various quotation equipment

Responsibilities

Build and grow client portfolios Provide dedicated relationship management Deliver trusted investment advice and exceptional client service Work closely with Investment Advisors to manage portfolios and develop new business Engage with high-net-worth clients Uncover business opportunities Proactively improve the client experience

Benefits

Banking benefits Benefits program Defined benefit pension plan Employee share purchase plan Vacation offering Wellbeing support MomentMakers social recognition program

About JobStash

Blockchain Services
2-10 employees
Founded in 2022

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