Investment Associate (Investment Portfolios)

Location: Edmonton, Alberta, Canada. The proportion of on-site and remote work will be discussed during the interview. Candidates must be legally eligible to work at the specified location and hold a valid work or study permit where applicable.

Company

CIBC is a relationship-oriented bank providing financial services and investment support for clients.

What you will do

• Provide administrative support to the Investment Counselor managing high-value portfolios.
• Prepare and distribute client documentation, servicing packages, proposals, presentations, and marketing materials.
• Respond to client and third-party inquiries, investigate account issues, and coordinate timely resolution.
• Support account opening, closures, referrals, asset investment, wire transactions, cheque deposits, cash transfers, and other client transactions.
• Support the Investment Policy cycle from creation through trading implementation and review client portfolios monthly.
• Maintain accurate client databases, files, contact records, appointment books, and audit documentation.

Requirements

• Degree in business or a related field.
• Strong interpersonal, relationship-building, client service, judgement, and problem-solving skills.
• General knowledge of the financial industry and daily market activities sufficient to explain information to clients.
• Strong attention to detail and the ability to process transactions accurately while multitasking in a fast-paced environment.
• Legal eligibility to work in Canada at the specified location; a valid work or study permit may be required.

Nice to have

• Completion of the Canadian Securities Course (CSC).

Culture & Benefits

• Inclusive and accessible candidate and workplace environment.
• Competitive compensation and banking benefits, subject to program terms and conditions.
• Wellbeing support and employee and family assistance programs.
• Employee recognition through the MomentMakers social points-based program.
• Access to collaborative workspaces and technological tools.

Hiring process

• An attribute-based assessment or other skills tests, such as simulations or French proficiency testing, may be required.
• Artificial intelligence tools may be used during recruitment.