Enhance wealth management services as a full-time Client Associate at Hayward Investment Group in Calgary, AB. Provide advisor support and exceptional client service to diverse families. This in-office role requires a dedicated professional to assist advisors and ensure client satisfaction.

The ideal candidate will support account administration, advisor tasks, and basic trade execution. You will contribute to a seamless client experience through timely processing and compliance tracking. Key Responsibilities:

- Manage client accounts through openings, transfers, and administration
- Prepare client meetings and provide detailed portfolio summaries
- Execute basic trades and process advisor-directed transactions




- Ensure timely handling of client instructions and compliance tracking
- Address client service requests and inquiries with professionalism Requirements:
- Proven experience supporting private wealth advisors
- Solid attention to accuracy and compliance standards
- Excellent verbal and written communication skills
- Proficiency in financial tools and organizational software
- Background in finance or business is preferred Provide exceptional support and service to help clients achieve their financial goals at Hayward Investment Group.

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