Canadian Imperial Bank of Commerce
Surrey Client Associate at CIBC
Job Description
Launch your career as a Client Associate at CIBC in Surrey, BC. This full-time role combines personal client engagement with active business development to create tailored financial solutions.
As a certified Client Associate, you will partner with Investment Advisors to enhance portfolios and discover business opportunities within the high-net-worth client segment. Your role will include connecting personally with clients to provide exceptional service while participating in brand-building activities within your community.
Key Responsibilities:
• Directly engage with clients to develop strong relationships
• Support Investment Advisors in managing client portfolios
• Identify new business opportunities for financial growth
• Participate in community events to bolster brand visibility
• Expand your professional network for creating future prospects
Requirements:
• Current Investment Representative (IR) certificat...
As a certified Client Associate, you will partner with Investment Advisors to enhance portfolios and discover business opportunities within the high-net-worth client segment. Your role will include connecting personally with clients to provide exceptional service while participating in brand-building activities within your community.
Key Responsibilities:
• Directly engage with clients to develop strong relationships
• Support Investment Advisors in managing client portfolios
• Identify new business opportunities for financial growth
• Participate in community events to bolster brand visibility
• Expand your professional network for creating future prospects
Requirements:
• Current Investment Representative (IR) certificat...