Client Associate

We're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute.

Job Description

• The McLeod Financial Group is seeking a motivated and adaptable individual to join our team in a newly created Client Associate role. The ideal candidate is a collaborative team player, an effective time manager, and a self-motivated professional who is eager to build a career in portfolio management industry.

Responsibilities to include:

• Full range of administrative responsibilities:
• Transfer processing
• Cash and contribution transfers
• Management of account updates
• Investment research and analysis
• Upon licensing completion, regular trading of discretionary portfolios and ad-hoc consulted portfolios
• Management of client contact & reporting
• Management of regulatory and compliance reporting