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 skilled 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
• Robust 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.
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📌 Client Associate At Hayward Investment Group Alberta
🏢 CIBC Wood Gundy
📍 Alberta