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Job Overview
The Client Associate or Administrative Associate is accountable to assist Investment Advisor(s) and their team(s) in managing existing investment portfolios and developing new business, by providing service directly to clients, including the provision of investment information, taking buy/sell orders, and responding to account enquiries.
Apply your education and knowledge from your CSC and CPH as you work in a role as a Client Associate or Administrative Associate. In this role, you will gain experience to advance your career into other roles within the brokerage environment and CIBC and keep up to date on current domestic and global investment market trends and new products. This position is a great opportunity to learn the investment business in professional, dynamic work environment in one of Canadas leading Brokerages.
What Youll be Doing
Be fully engaged with Investment Advisor(s) and their teams and support the IA(s) in achieving business plans to meet goals.
Support all marketing and business development activities and assist in the development of investment plans and written proposals for prospects and clients.
Deploy assets into suitable financial products based on the clients risk/reward tolerances and demographic profile as determined by the IA.
What Were Looking For
Successful completion of the Canadian Securities Course (CSC) & Conduct & Practice Handbook (CPH)
Investment Representative (IR) licensing a minimum requirement and Registered Representative (RR) licensing preferred
Must have Financial Services and/or Brokerage industry experience
Must have a basic understanding of investment portfolios and current knowledge of daily market activities
Should have working knowledge of various quotation equipment and computer software including word processing, spreadsheet and industry specific software
Essential Skills
- Writing
- Oral communication
- Problem solving
- Decision making
- Computer use
Additional Skills
- Delegate work to office support staff
Specific Skills
- Establish work priorities
- Ensure deadlines are met
- Carry out administrative activities of establishment
- Assemble data
- Oversee and co-ordinate office administrative procedures
Work Setting
- Private sector
Work Conditions and Physical Capabilities
- Fast-paced environment
- Work under pressure
Own Tools/Equipment
- Office equipment and supplies
Business Equipment and Computer Applications
- General office equipment
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