Operations & Client Relationship Associate

2 weeks ago


Calgary AB TP Z, Canada Cumberland Private Wealth Full time

About the role

Cumberland Private Wealth Management Inc is seeking a detail-oriented, proactive Operations & Client Relationship Associate to strengthen client onboarding, daily operational controls, and relationship support within our Calgary office.

What you'll do

- Participate in Sales Team meetings and weekly Investment meetings.

- Oversee new client onboarding and assist with KYC updates.

- Track and follow up on documents and client requests.

- Review daily transactions for accuracy.

- Monitor reorganizations and pending submissions.

- Manage cash oversight and prepare for monthly payments.

- Review trades and assist with allocations.

- Coordinate tax-related client requests.

- Assist with portfolio reviews.

- Upload data for reconciliation.

- A licensed registrant (RR) would be able to execute trades.

What you bring

- Undergraduate degree.

- 5–10 years of experience working with individual financial clients.

- CIRO Registered Representative with CSC and CPH completed (asset).

- Options license (asset); CIM designation (asset).

- Highly organized, proactive, and goal-oriented.

- Business development/marketing experience.

Work setting & schedule

- In-office, Calgary (Monday–Friday).

- Occasional support for client events.

How to Apply

Apply on Indeed or email with subject: Operations & Client Relationship – Calgary Application.

Job Type: Full-time

Pay: $65,000.00-$75,000.00 per year

Benefits:

  • Dental care
  • Extended health care
  • Paid time off

Ability to commute/relocate:

  • Calgary, AB T2P 2Z1: reliably commute or plan to relocate before starting work (required)

Work Location: In person



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