We're building a relationship-oriented bank for the contemporary world. We need talented, passionate specialists 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 Description

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 team-oriented 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 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
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📌 Client Associate Alberta
🏢 CIBC Wood Gundy
📍 Alberta