Hayward Investment Group is a boutique wealth management group that is part of CIBC Wood Gundy, and CIBC Private Wealth, a distinguished provider of wealth management services. Hayward Investment Group works with families, business owners and professionals to provide investment management and wealth planning services which allow our clients to simplify their lives.

Role Description

This Client Associate position is a high level full time, in office role based in Calgary, AB where the successful candidate will be responsible for providing support to advisors and exceptional client service to the families we serve.

Core Responsibilities:

- Client Account Administration (New account openings, transfers, and account management).
- Advisor Support (Client meeting preparation, portfolio summaries and analytics, scheduling client meetings, client service requests).
- Trading Support (Basic trade execution, processing advisor directed trades).




- Client Experience (Timely processing of client instructions, documentation tracking, compliance documents).

Qualifications

- Experience supporting private wealth advisors.
- Strong accuracy and compliance discipline.
- Strong client services and customer service skills to ensure client satisfaction and address client inquiries effectively.
- Excellent communication skills, both verbal and written, for engaging with clients and team members professionally.
- Proficiency in organizational tools and software, with knowledge of the financial services industry being an asset.
- Ability to work independently while collaborating in a team environment to meet multiple deadlines.
- An educational background in finance, business, or a related field is preferred.

📌 Client Associate, Hayward Investment Group (Calgary)
🏢 CIBC Wood Gundy
📍 Calgary