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We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients.
At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute.
To learn more about CIBC, please visit CIBC.com (https://www.cibc.com/en/about-cibc.html)
What you'll be doing
In this twelve-month contract position, you will provide administrative support to the Investment Counselor (IC) in managing their high value portfolios and maximizing their productivity. Prepare and distribute documentation and information to clients; maintain client database and ensure contacts are up to date; assist in preparing client presentations, proposals and other marketing materials; assist the assigned Investment Counselor in resolving client issues and inquiries; take initiative to resolve client issues providing exceptional customer service to high net worth clients; manage new business by ensuring correct and timely investment of assets; assist in following up on client referrals and contacts.
At CIBC we enable the work environment most optimal for you to thrive in your role. Details on your work arrangement (proportion of on-site and remote work) will be discussed at the time of your interview.
How you'll succeed
Client Service – Follow up on client and Investment Counselor requests to ensure proper settlement and delivery. Investigate and resolve inquiries and complaints related to accounts and refer to the Investment Counselor where appropriate. Develop strong and effective working relationships with clients and third-parties, such as Accountants working with clients.
Administrative Support – Request information and documentation from clients to open accounts. Review incoming mail and telephone calls. Plan and organize activities and required resources to ensure smooth running of office. Manage day-to-day activities of the Investment Counselor in a manner that maximizes availability and effectiveness. Prepare and distribute documentation and information to clients including marketing materials, servicing packages, and proposals. Keep appointment books/agendas for the IC. Order periodicals, journals and other literature for the Investment Counselor. Maintain client files in adherence with audit guidelines and processes.
Operational Support – Support the Investment Counselor through the Investment Policy cycle from creation to trading implementation. Advise of client maturities. Help identify clients whose needs would be best met by a CIBC partner. Maintain and update client contact database. Prepare and complete account closures in a timely manner. Process transactions for clients include wire transactions, cheque deposits/issuances, cash transfers. Implement Investment Policy Statements as per instructions. Review client portfolios monthly to ensure records are in good order.
Who you are
You put our clients first. You engage with purpose to find the right solutions. You go the extra mile, because it’s the right thing to do.
You’re goal oriented. You’re motivated by accomplishing your goals and delivering your best to make a difference.
You engage with your heart and mind . You care about people and understand different perspectives. You listen and learn from the experiences of others.
You know that details matter. You notice things that others don't. Your critical thinking skills help to inform your decision making.
Values matter to you . You bring your real self to work and you live our values - trust, teamwork, and accountability.
What CIBC Offers
At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential.
We work to recognize you in meaningful, personalized ways including a competitive compensation, a banking benefit*, wellbeing support and additional offers such as employee and family assistance programs and MomentMakers, our social, points-based recognition program.
Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.
*Subject to program terms and conditions
What you need to know
CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact Mailbox.careers-carrieres@cibc.com
You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit
We may ask you to complete an attribute-based assessment and other skills tests (such as simulation, coding, French proficiency, MS Office). Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us.
Expected End Date
2025-07-31
Job Location
Calgary-301-8th Ave. SW, 3rd
Employment Type
Temporary (Fixed Term)
Weekly Hours
37.5
Skills
Customer Service, Microsoft Office, People Management
At CIBC, we are in business to help our clients, employees and shareholders achieve what is important to them. Our ability to create value for all CIBC stakeholders is driven by a business culture based on common values: Trust, Teamwork and Accountability.
Working with CIBC makes you a part of a work environment committed to our clients, employees and communities - a place where you can excel.
Every day, our 44,000 employees help our clients achieve their financial goals, because what matters to our clients, matters to us.