We’re building a relationship-oriented bank for the contemporary 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.
The McLeod Financial Group is seeking a motivated and adaptable individual to join our team in a newly created Client Associate role. The ideal candidate is a cooperative team player, an effective time manager, and a self-motivated qualified who is eager to build a career in portfolio management industry.

Responsibilities to include:
Full range of administrative responsibilities:
Account opening
Transfer processing
Cash and contribution transfers
Management of account updates
Investment research and analysis
Upon licensing completion, regular trading of discretionary portfolios and ad-hoc consulted portfolios
Management of client contact & reporting
Management of regulatory and compliance reporting
Regular client service discussions
Event planning

📌 Client Associate Calgary
🏢 CIBC Wood Gundy
📍 Calgary