Client Associate, Hayward Investment Group

CIBC Wood Gundy; Calgary; On-site; CAD 42,000 - 60,000; Full time

Job summary

Hayward Investment Group, a boutique wealth management group within CIBC Wood Gundy, seeks a Client Associate in Calgary, AB. This in-office role supports advisors and delivers exceptional client service to high-net-worth families and professionals.

Responsibilities include account administration, advisor support, trading support, and ensuring timely, compliant client instructions. Strong communication and organization are essential to thrive in a fast-paced team environment.

Qualifications

• Experience supporting private wealth advisors or similar roles.
• Strong accuracy and compliance discipline.
• Strong client services and customer service skills for client satisfaction.
• Excellent verbal and written communication skills for engaging with clients and teammates.
• Proficiency with financial services workflows and standard software tools.

Responsibilities

• Client Account Administration: handle new accounts openings, transfers, and ongoing management.
• Advisor Support: prepare client meetings, compile portfolio summaries and analytics, schedule meetings, address service requests.
• Trading Support: assist with basic trade execution as directed by advisors.
• Client Experience: ensure timely processing of client instructions and maintain documentation compliance.

Skills

Client service

Attention to detail

Communication skills

Time management

Team collaboration

Education

Finance or business background

Tools

Financial software

Organizational tools

Job description

Hayward Investment Group is a boutique wealth management group that is part of CIBC Wood Gundy, and CIBC Private Wealth, a distinguished provider of wealth management services. Hayward Investment Group works with families, business owners and professionals to provide investment management and wealth planning services which allow our clients to simplify their lives.

Role Description

This Client Associate position is a high level full-time, in office role based in Calgary, AB where the successful candidate will be responsible for providing support to advisors and exceptional client service to the families we serve.

Core Responsibilities:

• Client Account Administration (New account openings, transfers, and account management).
• Advisor Support (Client meeting preparation, portfolio summaries and analytics, scheduling client meetings, client service requests).
• Trading Support (Basic trade execution, processing advisor directed trades).
• Client Experience (Timely processing of client instructions, documentation tracking, compliance documents).

Qualifications

• Experience supporting private wealth advisors.
• Strong accuracy and compliance discipline.
• Strong client services and customer service skills to ensure client satisfaction and address client inquiries effectively.
• Excellent communication skills, both verbal and written, for engaging with clients and team members professionally.
• Proficiency in organizational tools and software, with knowledge of the financial services industry being an asset.
• Ability to work independently while collaborating in a team environment to meet multiple deadlines.
• An educational background in finance, business, or a related field is preferred.