Associate for High-Net-Worth Clients

Join CIBC as an Associate, specializing in high-net-worth client services. Thrive in self-directed investing by utilizing your market expertise and dedication to client satisfaction.
As an Associate with CIBC's Premium Edge team, you will be responsible for guiding clients through investment processes and educating them on trading protocols. Your professionalism and strong product knowledge will guide your interactions, ensuring compliance and delivering outstanding services tailored to client needs.
Key Responsibilities:
• Address customer inquiries effectively, resolving on the first call
• Execute client purchase/sell orders accurately
• Ensure prompt response to calls, meeting service level standards
• Achieve zero trading errors and report any issues
• Assist in maintaining client relationships and supporting sales efforts
Requirements:
• Certification in Canadian Securities Course (CSC) required
• Proven sales and relationship management abilities