Client Associate at CIBC Toronto
Canadian Imperial Bank of Commerce • toronto, Canada
Role Description
Elevate client experiences as a Client Associate with CIBC in Toronto. Focus on client engagement and business development while supporting investment advisory services.
CIBC is seeking an experienced Client Associate to enhance client interactions and proactively identify business opportunities at their Toronto office. As a certified professional with solid accreditation as an Investment Representative, you'll assist Investment Advisors and help build investment plans tailored to client profiles. Your role will enhance brand awareness and create lasting relationships through community outreach and marketing initiatives.
Key Responsibilities:
• Anticipate client needs and enhance their experience
• Identify business opportunities and collaborate with advisors
• Attend local events to promote CIBC and build networks
• Support investment planning aligned with client risk tolerances
• Engage with clients to find tailored solutions
Requirements:
• Current certifi...
CIBC is seeking an experienced Client Associate to enhance client interactions and proactively identify business opportunities at their Toronto office. As a certified professional with solid accreditation as an Investment Representative, you'll assist Investment Advisors and help build investment plans tailored to client profiles. Your role will enhance brand awareness and create lasting relationships through community outreach and marketing initiatives.
Key Responsibilities:
• Anticipate client needs and enhance their experience
• Identify business opportunities and collaborate with advisors
• Attend local events to promote CIBC and build networks
• Support investment planning aligned with client risk tolerances
• Engage with clients to find tailored solutions
Requirements:
• Current certifi...