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Added 3 hours ago
K
Tax Litigation Associate
KPMG
Montreal, QC
- Full-time
We are currently seeking an experienced Lawyer with two to four years of experience for our Montreal office to join our Tax Litigation and Dispute Resolution team.
Added 5 hours ago
GL
Senior Mortgage Underwriter
Gold Lion Mortgages Inc
Calgary, AB
- Full-time
Gold Lion Mortgages is a Calgary-based mortgage office built for the borrowers traditional banks struggle to serve: self-employed business owners, corporate entities and HoldCos, real…
Added 6 hours ago
LC
Store Administrator, Hourly Part Time Flexible Shifts
Loblaw Companies Limited
Shelburne, ON
- Part-time
Administer the accounting related functions within the store supporting sales, inventory, payroll, and benefits reporting and other financial requirements in order to achieve the financial…
Added 7 hours ago
SD
Store Administrator, Hourly Part Time Flexible Shifts
Shoppers Drug Mart
Shelburne, ON
- Part-time
Administer the accounting related functions within the store supporting sales, inventory, payroll, and benefits reporting and other financial requirements in order to achieve the financial…
Added 8 hours ago
PS
Senior Analyst / Associate, Infrastructure Investments
Public Sector Pension Investment Board
Montreal, QC
- Full-time
As a Senior Analyst / Associate, Infrastructure Investments in our Montreal office, you will work with a team of highly motivated professionals who pursue investments and manage a portfolio…
Added 9 hours ago
EC
Event Producer - Hybrid (Project-Based)
Encore Canada
Brampton, ON
- Full-time
…Work relevant to the event in conjunction with Director or Associate Director of Event Production. The Event Producer will create programs that meet the client’s needs and are profitable…
Added 10 hours ago
UO
Faculty Support
University of Victoria
Victoria, BC
- Full-time
This position provides advanced administrative and secretarial support to faculty members, sessional instructors, associate deans, and others as assigned. The incumbent is a member of the…
Added 10 hours ago
AC
Associate, Corporate Finance
ACCA Careers
Winnipeg, MB
- Full-time
Make an impact with our Corporate Finance team as an Associate. This diverse team of professionals maximizes our clients’ potential so they can seize opportunities as they emerge within an…
Added 12 hours ago
UO
Director, Administration
University of Victoria
Victoria, BC
- Full-time
Under the direction of the Dean, and in collaboration with Associate Deans and Chairs/Directors as applicable, the Director, Administration (DA) is responsible for the management of the…
Added 12 hours ago
LC
Store Administrator, Hourly Part Time Flexible Shifts
Loblaw Companies Limited
Red Deer, AB
- Part-time
Administer the accounting related functions within the store supporting sales, inventory, payroll, and benefits reporting and other financial requirements in order to achieve the financial…
Added 12 hours ago
SD
Cashier Manager, Hourly Part Time Flexible Shifts Greenlight Requisition
Shoppers Drug Mart
Kitchener, ON
- Part-time
Maintains cash office / safe following Store Standards
Added 13 hours ago
IG
Senior Manager, Global Controls Officer
Insight Global
Toronto, ON
- $115,000 to $160,000 CAD / year
- Full-time
Reporting to the Associate Vice President, Global Controls Office, the Senior Manager leads and monitors Information Technology (IT) processes and controls within the ICFR program. The…
Added 14 hours ago
SD
Store Administrator, Hourly Part Time Flexible Shifts
Shoppers Drug Mart
Red Deer, AB
- Part-time
Administer the accounting related functions within the store supporting sales, inventory, payroll, and benefits reporting and other financial requirements in order to achieve the financial…
Added 16 hours ago
NB
Wealth Management Associate
National Bank of Canada
Quebec, QC
- Full-time
A career as a Wealth Management Associate in the Private Banking 1859 sector at National Bank, you will offer services and advice to a discerning high-net-worth clientele. In this role, you…
Added 16 hours ago
NB
Wealth Associate
National Bank of Canada
London, ON
- Full-time
A career as a Wealth Associate at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will help wealth advisors to…
Added 16 hours ago
NB
Private banking associate
National Bank of Canada
Quebec, QC
- Full-time
A career as a Banking Associate with Private Banking 1859 banking services at National Bank is an opportunity to offer wealth management services and advice to a discerning high-net-worth…
Added 16 hours ago
NB
Wealth Associate
National Bank of Canada
Ottawa, ON
- Full-time
A career as a Wealth Associate at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will help wealth advisors to…
Added 17 hours ago
EA
Contracts Administrator
Effortless Admin Inc.
Edmonton, AB
- Full-time
Associate's degree or some college coursework in business administration, data management, or a related field preferred
Added 17 hours ago
T
Personal Banking Associate (Part time, 18.75h)- Charlesbourg
TD
Quebec, QC
- Part-time
…with their financial needs? We are seeking a Personal Banking Associate for our branch office who can guide customers to the appropriate staff member for resolving their financial queries…
Added 17 hours ago
T
Personal Banking Associate (Full time)- Beauport
TD
Quebec, QC
- Full-time
…with their financial needs? We are seeking a Personal Banking Associate Trainee for our branch office who can guide customers to the appropriate staff member for resolving their financial…
Added 18 hours ago
P
Bilingual Senior Associate-Financial Crime and AML
PwC
Toronto, ON · Montreal, QC
- Full-time
As a Senior Associate-Financial Crime and AML, unlock your potential and embrace the chance to drive meaningful outcomes that’ll elevate your career. Your role will include, but isn’t…
Added 18 hours ago
T
Customer Experience Associate
TD
Penticton, BC
- Part-time
…future today and apply for the position of a Customer Experience Associate. We are expecting an all-around champion who can understand customer needs and advise best suited banking…
Added 19 hours ago
A
Customer Support Associate
Aerotek
Calgary, AB
- Other
…teams receive superior service in the areas of human resources, accounting, and administrative support. Essential Duties and ResponsibilitiesThe Customer Support Associate (CSA) is…
Added 20 hours ago
L
Assistant Branch Manager - Office 1553
LendDirect
Kingston, ON
- Full-time
…Saint John! With the support of several key people from head office and my DM, I am gracious for the opportunities that have been given to me in my three years here with…
Added 20 hours ago
C
Associate Insurance Advisor II
Co-operators
Kelowna, BC
- Full-time
The Associate Insurance Advisor II is a key player in the support and development of the agency operation primarily through sales and service. This role utilizes a broad knowledge of The…

CIBC

Investment Associate

Calgary, AB, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Nov 3, 2026
Posting language: English
Posted: Oct 20, 2026

Original job description

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.

To learn more about CIBC, please visit CIBC.com

What You’ll Be Doing

You will provide administrative support to the Investment Counselor (IC) in managing their high value portfolios and maximizing their productivity. As an Investment Associate, you will prepare and distribute documentation and information to clients; maintain client database and ensure contacts are up to date; assist in preparing client presentations, proposals and other marketing materials; assist the assigned IC 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; assist in following up on client referrals and contacts.

At CIBC we enable the work environment most optimal for you to thrive in your role. 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. Develop strong and effective working relationships with clients and third-parties, such as Accountants working with clients.
Administrative Support – Request information and documentation from clients to open accounts. Review incoming 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. Keep appointment books/agendas for the IC. 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. Advise of client maturities. 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. Process transactions for clients include wire transactions, cheque deposits/issuances, cash transfers. Implement Investment Policy Statements as per instructions. Review client portfolios monthly to ensure records are in good order.

Who You Are

You have a Degree in business or a related field. Completion of CSC is an asset.
You put our clients first. You engage with purpose to find the right solutions. You go the extra mile, because it's the right thing to do.
You can demonstrate knowledge of daily market activities sufficient to provide/explain information to clients. You have a general knowledge of the financial industry.
You understand that success is in the details. You notice things that others don't. Your critical thinking skills help to inform your decision making.
You live your values. You bring high standards, genuine care to your relationships, and want to grow with an employer that shares your values and brings out your best

What CIBC Offers

At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck.

We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, defined benefit pension plan*, an employee share purchase plan, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.
Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.
We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.

*Subject to plan and program terms and conditions

What you need to know

CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact Mailbox.careers-carrieres@cibc.com
CIBC is committed to clarity in our hiring process. All roles posted are opportunities we’re actively recruiting for, unless stated otherwise.
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. Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us.

Job Location

Calgary-301-8th Ave. SW, 3rd

Employment Type

Regular

Weekly Hours

37.5

Skills

Analytical Thinking, Cash Flow Analysis, Client Service, Client Support, Customer Experience (CX), Customer Service, Investment Portfolios, Office Administration, Post-Sales Support, Product Knowledge

Apply About employer

More about this job

Responsibilities

The Investment Associate provides administrative and operational support to the Investment Counselor by managing high-value portfolios and ensuring exceptional client service. Responsibilities include preparing client documentation, maintaining databases, resolving inquiries, and executing investment policy instructions.

Requirements

Candidates must hold a degree in business or a related field and possess general knowledge of the financial industry. Strong critical thinking, attention to detail, and the ability to explain market activities to clients are essential requirements.

Skills

Client service
Administrative support
Investment portfolios
Financial industry knowledge
Critical thinking
Data management
Customer service
Market analysis
Account management
Transaction processing
Communication
Relationship management
Organization
Problem solving
Attention to detail

Benefits

Competitive salary
Incentive pay
Banking benefits
Benefits program
Defined benefit pension plan
Employee share purchase plan
Vacation offering
Wellbeing support
MomentMakers recognition program
Purpose Day

Visa sponsorship

Not detected in the job text

Keywords

Investment Associate
Financial Industry
Investment Counselor
Portfolio Management
Client Relations
Administrative Support
Investment Policy
CSC
Account Management
Market Activities
Customer Service
Financial Services
Data Entry
Transaction Processing
Banking
Wealth Management
Client Database
Marketing Materials
Audit Guidelines
Asset Management

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