Client Associate (Financial Services)

Location: Calgary, AB, Canada; on-site full-time Monday through Friday

Company

CIBC is a relationship-oriented bank providing financial services and investment support through CIBC Wood Gundy.

What you will do

• Support Investment Advisors in managing and growing high-net-worth client portfolios.
• Build trusted client relationships, respond to requests, and proactively improve the client experience.
• Maintain compliance standards in client dealings and files while completing administrative processes.
• Support investment plans, written proposals, marketing activities, and business development initiatives.
• Help direct assets into suitable financial products based on client risk-reward tolerances and demographic profiles.
• Attend local events and conduct outreach to grow networks and generate future business opportunities.

Requirements

• Current accreditation and good standing as an Investment Representative (IR) with the Canadian Investment Regulatory Organization — Investment Dealer (CIRO-ID).
• Financial services and/or brokerage industry experience.
• Working knowledge of various quotation equipment.
• Strong client engagement, communication, organizational, analytical thinking, and critical thinking skills.
• Ability to support business development, prepare documentation and proposals, and work collaboratively with Investment Advisors and teams.
• Legally eligible to work at the specified location; a valid work or study permit may be required.

Nice to have

• Registered Representative (RR) licensing.

Culture & Benefits

• Regular full-time employment with 37.5 weekly hours and on-site work Monday through Friday.
• Competitive salary, incentive pay, banking benefits, and a benefits program subject to plan terms.
• Defined benefit pension plan, employee share purchase plan, vacation offering, and wellbeing support.
• Access to recognition initiatives, including the MomentMakers social points-based program.
• Paid Purpose Day for personal growth and development.
• Inclusive and accessible workplace with accommodation support available during recruitment.

Hiring process

• Applicants may be asked to complete an attribute-based assessment and other skills tests, including simulation or French proficiency testing.
• Artificial intelligence tools may be used during the recruitment process.