Investment AssociateApply: Edmonton, AB: Full time: Posted Today: End Date: September 14, 2026 (13 days left to apply): 2617967We’re building a relationship-oriented bank for the modern world. com## What You’ll Be Doing## Provide administrative support to the Investment Counselor (IC) in managing their high value portfolios and maximizing their productivity. maintain client database and ensure contacts are up to date; assist in preparing client presentations, proposals and other marketing materials; assist the assigned Investment Counselor in resolving client issues and inquiries; take initiative to resolve client issues providing exceptional customer service to high net worth clients; manage new business by ensuring correct and timely investment of assets; Details on your work arrangement (proportion of on-site and remote work) will be discussed at the time of your interview.## ## How You’ll Succeed ## Client Service- Follow up on client and Investment Counselor requests to ensure proper settlement and delivery. Investigate and resolve inquiries and complaints related to accounts and refer to the Investment Counselor where appropriate.

Administrative

Support - Request information and documentation from clients to open accounts. Review incoming mail, e-mail and telephone calls. Plan and organize activities and required resources to ensure smooth running of office.

Manage day-to-day activities of the Investment Counselor in a manner that maximizes availability and effectiveness. Prepare and distribute documentation and information to clients including marketing materials, servicing packages, and proposals. Order periodicals, journals and other literature for the Investment Counselor.

Maintain client files in adherence with audit guidelines and processes.

## Operational Support- Support the Investment Counselor through the Investment Policy cycle from creation to trading implementation.



Help identify clients whose needs would be best met by a CIBC partner. Maintain and update client contact database. Prepare and complete account closures in a timely manner.

Implement Investment Policy

Statements as per instructions.

Who You

Are ## You have a Degree in business or a related field. Completion of CSC is an asset.

## You have well-developed interpersonal and relationship building skills and the ability to exercise good judgement independently. You provide a high level of customer service and ensure problem resolution and follow up as required.

## You have a general knowledge of the financial industry.

## We work to recognize you in meaningful, personalized ways including a competitive compensation, a banking benefit\, wellbeing support and additional offers such as employee and family assistance programs and MomentMakers, our social, points-based recognition program.

You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit We may ask you to complete an attribute-based assessment and other skills test (such as simulation, coding, French proficiency).

- We use artificial intelligence tools during the recruitment process.

Expected End

Date2027-12-31Job LocationEdmonton-10180-101st StreetEmployment TypeTemporary (Fixed Term)Weekly Hours37.5SkillsAccountability, Analytical Thinking, Cash Flow Analysis, Client Service, Customer Experience (CX), Customer Service, Investment Portfolios, Post-Sales Support, Product KnowledgeAt CIBC, we are in business to help our clients, employees and shareholders achieve what is important to them. Working with CIBC makes you a part of a work setting committed to our clients, employees and communities - a place where you can excel. Every day, our 48,000 employees help our clients achieve their financial goals, because what matters to our clients, matters to us.

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📌 Investment Risk Associate (Edmonton)
🏢 CIBC
📍 Edmonton