Advance your career at CIBC as a Trust Administrator in Halifax, NS. Engage with high net worth clients and enhance their investment experience while focusing on strong client relationships.
As a Trust Administrator for CIBC’s Wood Gundy team, you will partner with investment advisors to manage portfolios and identify business opportunities. Your role centers on client support and engagement, aimed at improving their overall experience. Additionally, you will develop your expertise in the investment business while participating in CIBC's commitment to client success.
Key Responsibilities:
• Collaborate with investment advisors on client portfolios
• Engage high net worth clients for tailored support
• Identify business opportunities to enhance client experience
• Attend community events to promote CIBC's brand
• Build lasting connections with clients and stakeholders
Requirements:
• Certified as an Investment Representative (IR)
• Active knowledge of broke...