Investment Representative Client Associate

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 new 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.