Use Investment Representative accreditation and client engagement skills as a Client Associate at CIBC Wood Gundy in Edmonton. Work on-site full-time Monday through Friday.
As a Client Associate, you will work closely with Investment Advisors to help manage portfolios and develop current business. You will support high-net-worth clients, uncover opportunities, and proactively improve their experience. Current Investment Representative accreditation with CIRO-ID is required.
Key Responsibilities: Support Investment Advisors with portfolio management activities
Engage directly with high-net-worth clients
Anticipate client needs and communicate promptly with your team
Identify opportunities to improve the client experience




Attend local events and participate in outreach activities
Requirements: Current Investment Representative accreditation in good standing
Accreditation with Canadian Investment Regulatory Organization Investment Dealer
Financial Services or Brokerage industry experience
Working knowledge of various quotation equipment
Registered Representative licensing is an asset
Bring Investment Representative accreditation, relationship building, and client service skills to CIBC Wood Gundy’s Edmonton team.

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📌 Investment Representative Client Associate (Alberta)
🏢 CIBC
📍 Alberta