Operations & Client Relationship Associate
2 weeks ago
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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