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Added 13 mins ago
GF
Overnight Customer Service Representative (Motivator) – Saskatoon The Centre
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Saskatoon, SK
- Part-time
Who is a Customer Service Representative (Motivator)?
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- Full-time
Seize business opportunities and participate in sales development initiatives
Added 13 mins ago
C
Client Associate
CIBC
Barrie, ON
- Full-time
…needs. Our compensation philosophy supports ongoing growth and development, enabling progression within the salary range as team members advance in their…
Added 13 mins ago
C
Client Associate (IR licensed) Mandarin and Cantonese speaking
CIBC
Richmond, BC
- Full-time
…needs. Our compensation philosophy supports ongoing growth and development, enabling progression within the salary range as team members advance in their…
Added 27 mins ago
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Added 44 mins ago
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Assistant Branch Manager - Office 1553
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Added 44 mins ago
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Financial Service Representative - LendDirect Office 1556
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“After starting as a Financial Service Representative in late 2021 it was within a year, I quickly rose to being a Shift Lead. I trained diligently with my Branch Manager and Assistant…
Added 56 mins ago
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Regional Vice President, Eastern Canada
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ON · Ontario, Canada
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Regional Vice President, Western Canada
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Added 56 mins ago
C
Client Associate
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Barrie, ON
- Full-time
…needs. Our compensation philosophy supports ongoing growth and development, enabling progression within the salary range as team members advance in their…
Added 56 mins ago
C
Client Associate (IR licensed) Mandarin and Cantonese speaking
CIBC
Richmond, BC
- Full-time
…needs. Our compensation philosophy supports ongoing growth and development, enabling progression within the salary range as team members advance in their…
Added 56 mins ago
HG
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Added 1 hour ago
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Added 1 hour ago
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Added 1 hour ago
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Full Time Sales Representative | Park Place
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Added 1 hour ago
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CIBC

Client Associate

Barrie, ON, Canada

The expected annualized base salary range for this role is $49,440 to $57,790. · Full-time

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Job details

Pay: The expected annualized base salary range for this role is $49,440 to $57,790.
Job type: Full-time
Apply by: Nov 8, 2026
Posting language: English
Posted: Oct 9, 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

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.

The expected annualized base salary range for this role is $49,440 to $57,790.

The base salary is determined by a variety of factors, including the candidate’s skills, experience, and job-related knowledge, as well as geographic location and specific business needs. Our compensation philosophy supports ongoing growth and development, enabling progression within the salary range as team members advance in their roles.

In addition to base pay, compensation for this role includes participation in an annual discretionary incentive or bonus program.

We are committed to providing fair, equitable, and competitive compensation opportunities for all employees and we encourage open conversations about compensation throughout the recruitment process.

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). It is an asset if you are Registered Representative licensed (RR).
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.

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

Barrie-126 Wellington St. W

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

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More about this job

Responsibilities

Support Investment Advisors in managing client portfolios, developing business, and building investment plans suited to clients’ profiles, goals, and risk tolerance. Engage with high-net-worth clients, identify opportunities to improve their experience, and build community relationships through networking and outreach.

Requirements

Current accreditation and good standing as an Investment Representative with CIRO-ID and brokerage industry experience, including working knowledge of quotation equipment, are required. Registered Representative licensing is an asset; the role also calls for client-focused communication, initiative, relationship-building, and sound critical thinking.

Skills

Analytical Thinking
Business Development
Business Documentation
Customer Experience
Proposal Development
Financial Products
Investment Portfolios
Marketing Activities
Transaction Banking
Collaboration
Client Engagement
Relationship Building
Critical Thinking
Communication
Quotation Equipment

Benefits

Incentive Pay
Banking Benefits
Benefits Program
Defined Benefit Pension Plan
Employee Share Purchase Plan
Vacation
Wellbeing Support
Recognition Program
Paid Personal Development Day

Visa sponsorship

Not detected in the job text

Keywords

Investment Representative
CIRO-ID
Registered Representative
Brokerage Industry
Quotation Equipment
Investment Advisors
High-Net-Worth Clients
Investment Plans
Investment Portfolios
Financial Products
Risk Tolerance
Business Development
Client Engagement
Client Experience
Relationship Building
Marketing Activities
Community Outreach
Analytical Thinking
Critical Thinking
Business Documentation
Proposal Development
Transaction Banking
Customer Experience

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