Job Order Detail

Description

Job Overview

This role provides sales support to assigned Advisors in managing their portfolios and maximizing their productivity by providing administrative support and high quality customer service to customers. As a member of the CIBC High Value team, support may include assisting the advisor with specialized knowledge in credit, investments, small business or other areas identified to meet client needs.

Job Requirements


Service the financial needs of clients in partnership with the Advisor(s) and coordinate transactional needs of customers, as required
Service the financial needs of High Value walk-in clients requests during times when the Advisor is not available and resolve customer issues, concerns and/or problems promptly as required Ability to establish healthy working relations and partnerships with clients, vendors and peers
Assist the Advisor by booking client appointments, uncovering sales opportunities and preparing client files using tools required to provide the ideal client experience

(Please visit www.cibc.com/careers posting 15003622 for details)