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 qualified 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