Client Success Manager - Calgary - beBeeClientEngagement

    beBeeClientEngagement
    beBeeClientEngagement Calgary

    1 week ago

    Job title: Client Associate

    Description

    At the heart of our organization is a commitment to delivering exceptional client experiences.


    We seek individuals who can build lasting relationships with clients, anticipate their needs and exceed their expectations.



    The Role



    • Foster deep connections with clients to understand their unique goals, risk tolerance and preferences

    • Work closely with Investment Advisors to develop business opportunities and create tailored investment plans that align with each client's profile

    • Promote CIBC brand awareness in local communities through various outreach activities and networking events


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