We're building a relationship-oriented bank for the up-to-date 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.Job DescriptionThe 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 collaborative team player, an effective time manager, and a self-motivated professional who is eager to build a career in portfolio management industry.Responsibilities to include:Full range of administrative responsibilities:Transfer processingCash and contribution transfersManagement of account updatesInvestment research and analysisUpon licensing completion, regular trading of discretionary portfolios and ad-hoc consulted portfoliosManagement of client contact & reportingManagement of regulatory and compliance reporting

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