IR-Licensed Client Associate - Wealth & Relationships

CIBC; Calgary; On-site; CAD 65,000 - 85,000; Full time

Job summary

CIBC in Calgary is seeking a Client Associate to support Investment Advisors, help manage portfolios, and develop new business. You’ll engage with high-net-worth clients to uncover opportunities and proactively improve the client experience on-site, full-time, Monday through Friday.

Success comes from delivering personalized service, building trusted relationships, and identifying ways to grow the client base while supporting investment plans aligned with client profiles and risk tolerance.

Qualifications

• Certified Investment Representative (IR) with CIRO-ID in good standing.
• Experience in financial services/brokerage and knowledge of quotation equipment.
• You put clients first and strive to deliver the right solutions.

Responsibilities

• Engage with high-net-worth clients to support investment plans and uncover opportunities.
• Assist Investment Advisors with portfolio management and business development.
• Build trusted relationships and improve the client experience through proactive service.

Skills

Client engagement

Business development

Relationship building

CIRO-ID accreditation

Education

CIRO-ID accreditation

Job description

CIBC in Calgary is seeking a Client Associate to support Investment Advisors, help manage portfolios, and develop new business. You’ll engage with high-net-worth clients to uncover opportunities and proactively improve the client experience on-site, full-time, Monday through Friday.

Success comes from delivering personalized service, building trusted relationships, and identifying ways to grow the client base while supporting investment plans aligned with client profiles and risk tolerance.