Investment Associate

CIBC; Calgary; On-site; CAD 60,000 - 85,000; Full time

Job summary

CIBC in Calgary is seeking an Investment Associate to provide administrative support to the Investment Counselor, help manage high-value portfolios, and prepare client materials. You will maintain client databases and assist in preparing presentations and marketing materials, while resolving inquiries with a focus on exceptional service.

You’ll collaborate closely with the Investment Counselor, follow up on referrals, and help ensure accurate client records and smooth operations in a fast-paced

Qualifications

• Bachelor’s degree or equivalent in business or related field.
• CSC certification is an asset.
• Strong client-focused mindset and integrity.

Responsibilities

• Provide administrative support to the Investment Counselor in managing high value portfolios.
• Prepare and distribute documentation and information to clients.
• Maintain client database and ensure contacts are up to date.
• Assist in preparing client presentations, proposals and other marketing materials.
• Assist the Investment Counselor in resolving client issues and inquiries.
• Manage day-to-day activities to maximize availability and effectiveness.

Skills

Analytical Thinking

Cash Flow Analysis

Client Service

Client Support

Customer Experience

Customer Service

Investment Portfolios

Office Administration

Post‑Sales Support

Product Knowledge

Education

Degree in business or related field

CSC

Job description

We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute. To learn more about CIBC, please visit CIBC.com

What You’ll Be Doing

• You will provide administrative support to the Investment Counselor (IC) in managing their high value portfolios and maximizing their productivity.
• As an Investment Associate, you will prepare and distribute documentation and information to clients.
• Maintain client database and ensure contacts are up to date.
• Assist in preparing client presentations, proposals and other marketing materials.
• Assist the assigned IC in resolving client issues and inquiries.
• Take initiative to resolve client issues providing exceptional customer service to high net worth clients.
• Manage new business by ensuring correct and timely investment of assets.
• Assist in following up on client referrals and contacts.

At CIBC we enable the work environment most optimal for you to thrive in your role. Details on your work arrangement (proportion of on‑site and remote work) will be discussed at the time of your interview.

How You’ll Succeed

• Client Service – Follow up on client and Investment Counselor requests to ensure proper settlement and delivery.
• Investigate and resolve inquiries and complaints related to accounts and refer to the Investment Counselor where appropriate.
• Develop strong and effective working relationships with clients and third‑parties, such as Accountants working with clients.
• Administrative Support – Request information and documentation from clients to open accounts.
• Review incoming mail and telephone calls.
• Plan and organize activities and required resources to ensure smooth running of office.
• Manage day‑to‑day activities of the Investment Counselor in a manner that maximizes availability and effectiveness.
• Prepare and distribute documentation and information to clients including marketing materials, servicing packages, and proposals.
• Keep appointment books/agendas for the IC.
• Order periodicals, journals and other literature for the Investment Counselor.
• Maintain client files in adherence with audit guidelines and processes.
• Operational Support – Support the Investment Counselor through the Investment Policy cycle from creation to trading implementation.
• Advise of client maturities.
• Help identify clients whose needs would be best met by a CIBC partner.
• Maintain and update client contact database.
• Prepare and complete account closures in a timely manner.
• Process transactions for clients include wire transactions, cheque deposits/issuances, cash transfers.
• Implement Investment Policy Statements as per instructions.
• Review client portfolios monthly to ensure records are in good order.

Who You Are

You have a Degree in business or a related field.

Completion of CSC is an asset.

You put our clients first.

You engage with purpose to find the right solutions.

You go the extra mile, because it's the right thing to do.

You can demonstrate knowledge of daily market activities sufficient to provide/explain information to clients.

You have a general knowledge of the financial industry.

You understand that success is in the details.

You notice things that others don't.

Your critical thinking skills help to inform your decision making.

You live your values.

You bring high standards, genuine care to your relationships, and want to grow with an employer that shares your values and brings out your best

What CIBC Offers

At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck. We work to recognize you in meaningful, personalized ways including

• competitive salary
• incentive pay
• banking benefits
• a benefits program*
• defined benefit pension plan*
• an employee share purchase plan
• a vacation offering
• wellbeing support
• MomentMakers, our social, points‑based recognition program

Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients. We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.

*Subject to plan and program terms and conditions

What you need to know

CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience.

If you need accommodation, please contact [e-mail]

CIBC is committed to clarity in our hiring process. All roles posted are opportunities we’re actively recruiting for, unless stated otherwise. You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit. We may ask you to complete an attribute‑based assessment and other skills test (such as simulation, coding, French proficiency). We use artificial intelligence tools during the recruitment process. Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us.

Job Location

Calgary-301-8th Ave. SW, 3rd

Employment Type

Regular

Weekly Hours

37.5

Skills

• Analytical Thinking
• Cash Flow Analysis
• Client Service
• Client Support
• Customer Experience (CX)
• Customer Service
• Investment Portfolios
• Office Administration
• Post‑Sales Support
• Product Knowledge

At CIBC, we are in business to help our clients, employees and shareholders achieve what is important to them. Our ability to create value for all CIBC stakeholders is driven by a business culture based on common values: Trust, Teamwork and Accountability. Working with CIBC makes you a part of a work environment committed to our clients, employees and communities - a place where you can excel. Every day, our 48,000 employees help our clients achieve their financial goals, because what matters to our clients, matters to us.