Client Service Associate - Private Wealth Management - Recensione dipendente - Client Service Associate presso CIBC

3,0
6 nov 2018
Consiglia
Gradimento del CEO
Pronostico commerciale

Vantaggi

The Boston Private Wealth Management office has nice, helpful people to work with. If you are interested in working in another department it is received well.

Svantaggi

The Private Wealth Management office now belongs to a much larger operation. It no longer feel like a boutique firm for high net worth clients.

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5,0
1 giu 2026
Consiglia
Gradimento del CEO
Pronostico commerciale

Vantaggi

Good flatform to do holistic financial planning for clients. Stock purchase plan with company matching

Svantaggi

There is no commission anymore.

1,0
1 lug 2026
Consiglia
Gradimento del CEO
Pronostico commerciale

Vantaggi

The NY location is close to Grand Central Station

Svantaggi

Slow Canadian culture that finds it challenging to meet US regulatory standards. Executives play favorites and gaslight employees, if you voice your opinion, they either silence you or try to manage you out with exaggerated "performance issues"

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