Overview

CIBC Sales Assistant Full Time in Bridgewater, NS

CIBC

Branch Bridgewater NS CA

Position:
Sales Assistant
Location:
Bridgewater, NS

Must have working knowledge of various computer software including word processing, spreadsheet and industry specific software….

CIBC is a leading Canadian-based global financial institution. Through our three major businesses – Retail and Business Banking, Wealth Management and Wholesale Banking – we provide a full range of financial products and services to 11 million individual, small business, commercial, corporate and institutional clients in Canada and around the world. We invest in our businesses, our clients, our people and our communities to deliver consistent and sustainable earnings to our shareholders. To learn more about CIBC’s Lines of Business, please visit our website.

CIBC focuses on what matters to our employees – access to career and development opportunities, safe and healthy workplaces, effective training, and positive work-life balance – so that employees are able to perform at their best, contribute to their communities and focus on cultivating deeper relationships with our clients.

Every year, CIBC is recognized for its business success, community commitment and employee initiatives. We are proud of this success and are committed to creating an inclusive workplace and an environment where all employees can excel.

To learn more about CIBC and the CIBC Group of Companies please visit CIBC.com.

Job Overview

The Sales Assistant is accountable for providing administrative support to Investment Advisor(s) (IAs) and providing quality service to clients. Unlicensed Sales Assistants are expected to work toward the IIROC license (formerly IDA – Investment Dealers Association).

Job Requirements

– Assist Investment Advisor(s) and provide exceptional client service by:
– Maintaining positive client relationships
– Providing timely and accurate responses to client requests
– Support the accomplishment of the Investment Advisor(s) business goals and objectives with minimal financial loss by:
– Applying branch cost saving opportunities where appropriate
– Identifying opportunities for potential sales
– Perform general administrative and operational support for the branch by:
– Maintaining compliance standards in client dealings/client files
– Closing or transferring accounts to Wood Gundy Investment Centre that are $50K and under
– Foster positive relationships with technology and other support partners

Qualifications

What We’re Looking For

  • Successful candidates must exhibit CIBC’s values of trust, team work, and accountability
  • Must be in progress of completing the Canadian Securities Course and/or Conduct and Practices Handbook
  • Must have excellent oral communication skills.
  • Must have working knowledge of various computer software including word processing, spreadsheet and industry specific software.
  • Should have knowledge of procedures related to buy/sell offers from clients and completing trade tickets
  • Should have current knowledge of daily market activities sufficient to provide/ explain information to clients

What You Need to Know

– You must have prior legal authorization to work in the location for which you are applying
– This job supports the Investment Advisors in the Branch in one location
– Relocation assistance is not available with this opportunity

or proceed with Standard Application Form.

Employment Type: Full Time
Location: Bridgewater, NS, CA
Posted on: 2015-03-21
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