Join CIBC as a Client Associate and leverage your skills in a collaborative workplace dedicated to client success. This position emphasizes administrative support and investment analysis. The McLeod Financial Group seeks an adaptable person to step into a Client Associate role focused on portfolio management.

You'll engage in administrative duties, manage account updates, and complete investment research. Ideal candidates thrive in team settings and are eager to manage various client interactions effectively. Key Responsibilities:

- Perform a range of administrative functions for portfolios
- Process client cash and contribution transfers efficiently
- Conduct research and analysis to support investment strategies
- Ensure compliance with regulatory and reporting requirements
- Manage client communications and consultation reports Requirements:
- Self-motivated individual with an interest in finance
- Strong time management and organizational skills
- Comfortable collaborating with team members
- Committed to achieving licensing for trading
- Passionate about growth in the financial services sector This position empowers you to impact client relationships and portfolio management at CIBC.

📌 CIBC Client Associate Position Available (Calgary)
🏢 CIBC Wood Gundy
📍 Calgary