ZipRecruiter

Log In

1

Client Associate Jobs in Edmonton, AB (NOW HIRING)

Td

PIA Client Service Associate

Edmonton, AB · On-site

CA$43K - CA$56K/yr

If so, then get onboard for the position of PIA Client Service Associate . In this role, you will provide dedicated specialized administrative support to an Investment Advisor or team of Advisors on ...

New

Td

Private Banking Client Service Associate

Edmonton, AB · On-site

CA$52K - CA$74K/yr

As part of the team, the Private Banking Client Service Associate will provide administrative support to the Senior Private Banker (SPB) in their achievement of business results,profitabilityand ...

Royal Bank of Canada

Associate

Edmonton, AB · On-site

As an Associate, you provide proactive sales support and responsive value-based client contact for a team of Financial Planners. You are responsible for supporting the unit/team in achieving sales ...

TUMI

Associate Manager PT Under 20 hours

Edmonton, AB · On-site

$18/hr

Associate Benefits: Work-life balance Training Employee Discount This position may be eligible to ... The ideal candidate is committed to client service, demonstrating a strong understanding of, if not ...

National Bank

Wealth Associate

Edmonton, AB · On-site

A career as a Wealth Associate at National Bank is a job where you can showcase your ability to ... Carry out the administrative management of client files by managing agendas, scheduling ...

National Bank

Wealth Associate

Edmonton, AB · On-site

A career as a Wealth Associate at National Bank is a job where you can showcase your ability to ... Carry out the administrative management of client files by managing agendas, scheduling ...

Aritzia

Retail Associate - Southgate

Edmonton, AB · On-site

$30/hr

THE TEAM The mission of the Retail team is to deliver world-class client experiences. THE ... As a Retail Associate within our boutiques, you will be part of the team responsible for the ...

next page

Showing results 1-20

All JobsClient Associate JobsClient Associate Jobs in Edmonton, AB

Client Associate information

See Edmonton, AB salary details

$25.5K

$47.4K

$75K

How much do client associate jobs pay per year?

As of Aug 24, 2026, the average yearly pay for client associate in Edmonton, AB is $47,365.00, according to ZipRecruiter salary data. Most workers in this role earn between $37,500.00 and $55,500.00 per year, depending on experience, location, and employer.

What is a client associate?

Client Associates are professionals who support financial advisors or client relationship managers in delivering high-quality service to clients. They handle administrative tasks, prepare account paperwork, respond to client inquiries, and help manage client accounts. Their role ensures smooth communication between clients and the firm while allowing advisors to focus on providing financial guidance. Client Associates often work in banking, wealth management, or investment firms. The position requires strong organizational, communication, and customer service skills.

What are the key skills and qualifications needed to thrive as a client associate?

To thrive as a Client Associate, you need strong organizational abilities, attention to detail, and foundational knowledge of financial products or client services, often supported by a relevant degree. Familiarity with CRM systems, financial software, and proficiency in Microsoft Office are typically required, and some firms may seek Series 7 or 63 licenses. Excellent communication, problem-solving skills, and a client-focused attitude help build trust and foster lasting client relationships. These capabilities ensure efficient client support, accurate processing of transactions, and contribute to overall client satisfaction and business success.

How does a client associate typically collaborate with other teams within a financial services firm?

Client Associates frequently work alongside financial advisors, operations staff, and compliance departments to ensure seamless client service. They may coordinate account openings, process transactions, and assist with client inquiries, requiring strong communication and organizational skills. Collaboration is often facilitated through regular meetings, shared software platforms, and cross-departmental projects, making teamwork an essential aspect of the role. Adapting to different working styles and managing multiple priorities are common challenges that Client Associates navigate in this collaborative environment.

What is the difference between Client Associate vs Customer Service Representative?

AspectClient AssociateCustomer Service Representative
Required CredentialsHigh school diploma or equivalent; some roles prefer finance or sales certificationsHigh school diploma or equivalent; customer service training often preferred
Work EnvironmentFinancial institutions, investment firms, banksRetail, call centers, service centers
Employer & Industry UsageFinancial services, banking, wealth managementRetail, telecommunications, hospitality
Common Search & Comparison IntentUnderstanding roles in finance and client managementCustomer support and service roles

The main difference between a Client Associate and a Customer Service Representative lies in their industry focus and responsibilities. Client Associates typically work in financial institutions, handling client portfolios and providing investment or banking services. Customer Service Representatives work across various industries, focusing on resolving customer inquiries and support. While both roles require strong communication skills, Client Associates often need financial knowledge and certifications, whereas Customer Service Representatives focus on customer satisfaction and problem-solving.

What are the most commonly searched types of Client jobs in Edmonton, AB?

The most popular types of Client jobs in Edmonton, AB are:

What job categories do people searching Client Associate jobs in Edmonton, AB look for?

The top searched job categories for Client Associate jobs in Edmonton, AB are:

What cities near Edmonton, AB are hiring for Client Associate jobs?

Cities near Edmonton, AB with the most Client Associate job openings:

Client Associate jobs near you
Infographic showing various Client Associate job openings in Edmonton, AB as of August 2026, with employment types broken down into 1% As Needed, 80% Full Time, 14% Part Time, and 5% Contract. Highlights an 69% Physical, 4% Hybrid, and 27% Remote job distribution, with an average salary of $47,365 per year, or $22.8 per hour.

Client Associate (IR licensed) Wood Gundy

CIBC US

Edmonton, AB • On-site

Full-time

Retirement

Posted 10 days ago

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

As a Client Associate, you will work closely with Investment Advisors at CIBC Wood Gundy to help manage their portfolios and develop new business. You will directly engage with high-net-worth clients to offer support, uncover business opportunities, and proactively improve the client experience.

At CIBC we enable the work environment most optimal for you to thrive in your role. To successfully perform the work, you'll be on-site full-time Monday through Friday.

How you'll succeed

  • Client Engagement - Focus on each client's experience and connect on a personal level to make every interaction meaningful. Anticipate client needs and communicate promptly with your team to build trust and deepen client relationships. Identify activities, processes, and opportunities to improve the client experience.

  • Business Development - Proactively identify business opportunities for your team. Work closely with Investment Advisors to support business development activities and assist in the building of investment plans based on the client's profile, goals, and risk/reward tolerance.

  • Relationship Building - Heighten CIBC brand awareness in your community by attending local events and participating in marketing and outreach activities. Grow your network to create lasting connections that will generate future opportunities.

Who you are

  • You're a certified professional. You have current accreditation and are in good standing as an Investment Representative (IR) with Canadian Investment Regulatory Organization - Investment Dealer (CIRO-ID).

  • Financial Services and/or Brokerage industry experience and working knowledge of various quotation equipment is required.

  • You put our clients first. You engage with the purpose of finding the right solutions. You go the extra mile because it is the right thing to do.

  • You're driven to succeed. You are motivated by accomplishing your goals and delivering your best to make an impact.

  • You engage with your heart and mind. You care about people and understand different perspectives. You listen and learn from the experiences of others.

  • 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.

  • Values matter to you. You bring your real self to work, and you live our values - trust, teamwork, and accountability.

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

AB-Edmonton-10336-103 Street NW, Unit 250

Employment Type

Regular

Weekly Hours

37.5

Skills

Analytical Thinking, Business Development, Business Documentation, Customer Experience (CX), Developing Proposals, Financial Products, Investment Portfolios, Marketing Activities, Transaction Banking, Work Collaboratively

Apply