CIBC in Calgary is seeking a Client Associate to support Investment Advisors, help manage portfolios, and develop recent 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.
📌 Ir-Licensed Client Associate - Wealth & Relationships (Calgary)
🏢 CIBC
📍 Calgary