Investment Representative

Description:

CIBC Wood Gundy is looking for a Client Associate (IR Licensed) to join its investment advisory team in Calgary, Alberta. This full-time on-site role focuses on building and growing high-net-worth client portfolios through trusted investment advice and exceptional client service.

As a Client Associate, you will support Investment Advisors by managing investment portfolios, engaging with clients, identifying new business opportunities, and enhancing the overall client experience. The ideal candidate must be fully licensed, proactive, relationship-focused, and capable of identifying tailored solutions that meet the financial needs and goals of clients.

Key Responsibilities:

• Deliver exceptional client experiences by proactively connecting and responding to client needs

• Support Investment Advisors with the management of portfolios and development of investment strategies

• Identify business development opportunities and contribute to building customized investment plans

• Enhance the CIBC brand presence by attending local events and marketing initiatives

• Cultivate long-term client relationships through personal engagement and financial advisory excellence

• Improve internal processes and collaborate with team members to optimize service

What CIBC Offers:

• Competitive base salary with incentive compensation

• Comprehensive benefits plan including health coverage, employee share purchase plan, and pension

• Paid vacation and well-being support programs

• Access to training, development, and a culture of recognition

• A defined career path within one of Canada’s leading banks

Preferred Qualifications:

• Strong client service and business development mindset

• Exceptional interpersonal and communication skills

• Critical thinking and attention to detail

• Passion for working in a collaborative and inclusive team environment

• Legally eligible to work in Canada