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Added 1 min ago
TH
Pro Account Sales Associate Full Time - 7226 Parry Sound
The Home Depot Canada
Parry Sound, ON
- Full-time
Pro Account Sales Associates (PASAs) are primarily responsible for building relationships and selling products to industrial, commercial and other professional customers. Key…
Added 1 min ago
TH
Merchandising Execution Associate Part Time - 7226 Parry Sound
The Home Depot Canada
Parry Sound, ON
- Part-time
…strategies and ensure product is displayed correctly to drive sales and maximize inventory turns. MEAs work in teams with on-site supervision, and provide service to multiple departments in…
Added 1 min ago
ON
Assistant Manager - St James Station
Old Navy
Winnipeg, MB
- Full-time
Support strategies and processes to drive store sales and deliver results through a customer centric mindset.
Added 1 min ago
ON
Assistant Manager - Lansdowne Place
Old Navy
Peterborough, ON
- Full-time
Support strategies and processes to drive store sales and deliver results through a customer centric mindset.
Added 1 min ago
ON
Assistant Manager - Limeridge Mall
Old Navy
Hamilton, ON
- Full-time
Support strategies and processes to drive store sales and deliver results through a customer centric mindset.
Added 1 min ago
ON
Retail Sales Associate - RIDEAU CENTRE
Old Navy
Ottawa, ON
- Part-time
Support sales floor, fitting room, cash wrap, back of house, as required.
Added 1 min ago
BR
Seasonal Retail Sales Associate - Vaughan Mills
Banana Republic
Concord, ON
- Part-time
Support sales floor, fitting room, cash wrap, back of house, as required.
Added 1 min ago
ON
Retail Sales Associate, Full Time - McArthurGlen Outlets
Old Navy
Richmond, BC
- Full-time
Support sales floor, fitting room, cash wrap, back of house, as required.
Added 1 min ago
BR
Seasonal Retail Sales Associate - Toronto Eaton Centre
Banana Republic
Toronto, ON
- Part-time
Support sales floor, fitting room, cash wrap, back of house, as required.
Added 17 mins ago
SD
Beauty Specialist, Hourly Part Time Flexible Shifts
Shoppers Drug Mart
Surrey, BC
- Part-time
Each store has an Associate-Owner, so you will work for a local business owner while having the support of a national brand. Benefit from a purchase discount program, flexible and varied…
Added 17 mins ago
W
(CAN) Meat Associate
Walmart
Calgary, AB
- Part-time
Working as a Meat Associate at Walmart Canada is a great opportunity to grow your skills in a fast‑paced retail environment. In this role, you deliver outstanding customer service by living…
Added 31 mins ago
TS
Store Associate
The Salvation Army in Canada
Winnipeg, MB
- Part-time
…necessities such as food, clothing and shelter. In addition, we support people experiencing unemployment, addiction and family challenges. We continually adapt and innovate to meet emerging…
Added 31 mins ago
TS
Store Associate
The Salvation Army in Canada
Airdrie, AB
- Part-time
…necessities such as food, clothing and shelter. In addition, we support people experiencing unemployment, addiction and family challenges. We continually adapt and innovate to meet emerging…
Added 31 mins ago
PC
Indirect Tax – Payroll, Senior Associate (Bilingual ENG/FR)
PwC Canada
Toronto, ON
- Full-time
In indirect tax at PwC, you will focus value-added tax (VAT), goods and services tax (GST), sales tax and other indirect taxes. Your work will involve providing advice and guidance to…
Added 31 mins ago
TS
Shift Supervisor
The Salvation Army in Canada
Dartmouth, NS
- Full-time
…the Thrift Store activities. Otherwise, this role acts as a Sales…
Added 46 mins ago
TC
Store Manager Winners
TJX Canada – Winners, Marshalls, HomeSense
Orangeville, ON
- $67,980 to $95,172 CAD / year
- Full-time
Enjoy Associate discounts at our stores, available to you and eligible family members.
Added 1 hour ago
KM
Technicien de service (Concord)
Konica Minolta Business Solutions Canada
Concord, ON
- Full-time
Are you passionate about delivering top-notch technical support and problem-solving? We're seeking a skilled Field Service Technician to join our dynamic team in the printing industry. If…
Added 1 hour ago
KM
Technicien de service (Winnipeg)
Konica Minolta Business Solutions Canada
Winnipeg, MB
- Full-time
…maintaining effective relationships with customers and the Sales…
Added 1 hour ago
WC
(CAN) Stock Unloader Associate
Walmart Canada
Lethbridge, AB
- Full-time
Position Summary...Working as a Stock Unloader Associate at Walmart Canada is an excellent opportunity to build hands‑on experience in a fast‑paced retail environment. In this role, you…
Added 1 hour ago
WC
(CAN) Stock Unloader Associate
Walmart Canada
Stettler, AB
- Full-time
Position Summary...Working as a Stock Unloader Associate at Walmart Canada is an excellent opportunity to build hands‑on experience in a fast‑paced retail environment. In this role, you…
Added 1 hour ago
WC
(CAN) Stock Unloader Associate
Walmart Canada
Prince George, BC
- Full-time
Position Summary...Working as a Stock Unloader Associate at Walmart Canada is an excellent opportunity to build hands‑on experience in a fast‑paced retail environment. In this role, you…
Added 1 hour ago
WC
(CAN) Cashier
Walmart Canada
Cold Lake, AB
- Full-time
Added 1 hour ago
WC
(CAN) General Merchandise Associate
Walmart Canada
Prince George, BC
- Full-time
Position Summary...Working as a General Merchandise Associate at Walmart Canada is a great opportunity to build valuable skills in a fast‑paced retail environment. In this role, you deliver…
Added 1 hour ago
WC
(CAN) Stock Unloader Associate
Walmart Canada
Prince George, BC
- Full-time
Position Summary...Working as a Stock Unloader Associate at Walmart Canada is an excellent opportunity to build hands‑on experience in a fast‑paced retail environment. In this role, you…
Added 1 hour ago
WC
(CAN) Fashion Associate
Walmart Canada
Yorkton, SK
- Full-time
Position Summary...Working as a Fashion Associate at Walmart Canada is a great way to develop your skills in the retail industry. A Fashion Associate is a customer service champion that…

CIBC

Investment Associate

Edmonton, AB, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Oct 23, 2026
Posting language: English
Posted: Oct 21, 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

Provide administrative support to the Investment Counselor (IC) in managing their high value portfolios and maximizing their productivity. 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 Investment Counselor 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, e-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 have well-developed interpersonal and relationship building skills and the ability to exercise good judgement independently. You provide a high level of customer service and ensure problem resolution and follow up as required.
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 have strong attention to detail and are able to process transactions accurately, while multitasking in a fast-paced environment.
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 work to recognize you in meaningful, personalized ways including a competitive compensation, a banking benefit*, wellbeing support and additional offers such as employee and family assistance programs 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.

*Subject to 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.

Expected End Date

2027-12-31

Job Location

Edmonton-10180-101st Street

Employment Type

Temporary (Fixed Term)

Weekly Hours

37.5

Skills

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

Apply About employer

More about this job

Responsibilities

Provide administrative and operational support to Investment Counselors by managing client portfolios, documentation, and account transactions. Ensure exceptional customer service by resolving client inquiries and maintaining effective relationships with clients and third-party partners.

Requirements

Requires a degree in business or a related field and strong attention to detail in a fast-paced environment. Candidates should possess well-developed interpersonal skills and general knowledge of the financial industry.

Skills

Client service
Administrative support
Investment portfolios
Relationship building
Problem resolution
Financial industry knowledge
Attention to detail
Transaction processing
Data management
Market analysis
Communication
Time management
Account management
Customer service
Documentation management

Benefits

Competitive compensation
Banking benefit
Wellbeing support
Employee and family assistance programs
MomentMakers recognition program

Visa sponsorship

Not detected in the job text

Keywords

Investment Associate
Investment Counselor
Portfolio management
Client database
Investment Policy Statement
Financial industry
Account opening
Transaction processing
Wire transactions
Cheque deposits
Cash transfers
Market activities
Audit guidelines
Administrative support
Customer service
Relationship management
Business degree
CSC
Investment cycle
Client referrals

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Jobs in Canada

Pro Account Sales Associate Full Time - 7226 Parry Sound

Merchandising Execution Associate Part Time - 7226 Parry Sound

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Assistant Manager - Lansdowne Place

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Beauty Specialist, Hourly Part Time Flexible Shifts

(CAN) Meat Associate

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Shift Supervisor

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Technicien de service (Winnipeg)

(CAN) Stock Unloader Associate

(CAN) Stock Unloader Associate

(CAN) Stock Unloader Associate

(CAN) Cashier

(CAN) General Merchandise Associate

(CAN) Stock Unloader Associate

(CAN) Fashion Associate

You have a Degree in business or a related field. Completion of CSC is an asset.

You put our clients first. You have well-developed interpersonal and relationship building skills and the ability to exercise good judgement independently. You provide a high level of customer service and ensure problem resolution and follow up as required.

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 have strong attention to detail and are able to process transactions accurately, while multitasking in a fast-paced environment.

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