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Added 8 mins ago
AB
Sales Associate
Atlantic Beef Products Inc
Albany, PE
- $50,000 to $55,000 CAD / year
- Full-time
…and reporting to Director of Sales. In this role the Sales Associate will coordinate and streamline existing sales channels while maximizing profitability levels and utilizations rates for…
Added 8 mins ago
Financial Service Representative
Money Mart
Edmonton, AB
Added 8 mins ago
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Personal Banking Associate
BMO
Guelph, ON
- Full-time
Added 8 mins ago
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Personal Banking Associate
BMO
Woodstock, ON
- Full-time
Added 22 mins ago
RD
Associate Advisor
RBC Dominion Securities
Moncton, NB
- Full-time
As an Associate Advisor, you will work with an Investment Advisor team and be responsible for providing proactive advice and support to our clients and the Investment Advisor, helping…
Added 23 mins ago
Customer Experience Associate - Park Royal Shopping Centre, West Vancouver BC (18.75hrs/week)
Scotiabank
West Vancouver, BC
As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve…
Added 38 mins ago
MS
Consultant Conversion - Tech Admin Office II, NEX : Job Level - Associate
Morgan Stanley
Montreal, QC
- Full-time
…communities. This is a Technology Administration Office II position at Associate level, which is part of the job family responsible for providing administrative, operational and…
Added 38 mins ago
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Small Business Markets Recruitment & Networking Session- November 2026
RBC
Toronto, ON
- Full-time
Completion of the Associate Account Manager training program, or have previous experience as a small business owner, or in similar field
Added 38 mins ago
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Associate Advisor
RBC
Moncton, NB
- Full-time
As an Associate Advisor, you will work with an Investment Advisor team and be responsible for providing proactive advice and support to our clients and the Investment Advisor, helping…
Added 52 mins ago
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Content Marketer | Cash Management Group
Canaccord Genuity Group Inc.
Vancouver, BC
- $70,000 to $85,000 CAD / year
- Full-time
The Cash Management Group at Canaccord Genuity is looking for a motivated and creative Marketing Associate to join our high-performing team of finance professionals. Our group manages over…
Added 52 mins ago
VF
Associate, Institutional Sales & Settlements
Ventum Financial
Vancouver, BC
- Full-time
Ventum Financial is seeking a motivated and detail-oriented entry level Associate, Institutional Sales & Settlements to join our Institutional Sales & Trading team in Vancouver.
Added 53 mins ago
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PIA Client Service Associate
TD
AB
- Full-time
…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…
Added 53 mins ago
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Personal Banking Associate Trainee - Mandarin and/or Cantonese Language Skills Considered an Asset
TD
Vancouver, BC
- Full-time
…with their financial needs? We are seeking a Personal Banking Associate Trainee for our branch office who can guide customers to the appropriate staff member for resolving their financial…
Added 53 mins ago
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Customer Experience Associate
TD
Ottawa, ON
- Part-time
…future today and apply for the position of a Customer Experience Associate. We are expecting an all-around champion who can understand customer needs and advise best suited banking…
Added 1 hour ago
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Client Associate
CIBC
Barrie, ON
- Full-time
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…
Added 1 hour ago
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Associate, Business Analytics
CIBC
Toronto, ON
- Full-time
You have a degree/diploma in business, finance, accounting, analytics, or a related field.
Added 1 hour ago
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Client Associate (IR licensed) Mandarin and Cantonese speaking
CIBC
Richmond, BC
- Full-time
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…
Added 1 hour ago
Part - Time Financial Service Representative
Money Mart
Brampton, ON
Added 1 hour ago
Financial Service Representative
Money Mart
Midland, ON
Added 1 hour ago
Financial Service Representative
Money Mart
Thunder Bay, ON
Added 1 hour ago
Financial Service Representative
Money Mart
Edmonton, AB
Added 1 hour ago
VF
Associate, Institutional Sales & Settlements
Ventum Financial
Vancouver, BC
- Full-time
Ventum Financial is seeking a motivated and detail-oriented entry level Associate, Institutional Sales & Settlements to join our Institutional Sales & Trading team in Vancouver.
Added 1 hour ago
Intraday Analyst - Moncton, NB - Tangerine (18-month contract)
Scotiabank
Moncton, NB
Monitor associate productivity, including average handle time and schedule adherence, identify sources of variance and initiate appropriate action when required.
Added 1 hour ago
Associate, Personal Insurance
Acera Insurance Services Ltd.
Edmonton, AB
…focus are the keys to success in the role of Personal Insurance Associate. This role is responsible for providing support to the personal lines team with payment follow up, producing pink…
Added 1 hour ago
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Assistant Branch Manager - Office 1553
LendDirect
Kingston, ON
- Full-time
Educational Background: High School diploma or equivalent; associate or bachelor’s degree is a plus.

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: Oct 14, 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

Apply About employer

More about this job

Responsibilities

The Client Associate works closely with Investment Advisors to manage portfolios, develop new business, and support high-net-worth clients. They are responsible for improving the client experience, identifying business opportunities, and participating in local marketing and outreach activities.

Requirements

Candidates must be certified professionals with current accreditation as an Investment Representative (IR) with the Canadian Investment Regulatory Organization (CIRO-ID). Previous brokerage industry experience and proficiency with quotation equipment are required for this role.

Skills

Analytical Thinking
Business Development
Business Documentation
Customer Experience
Developing Proposals
Financial Products
Investment Portfolios
Marketing Activities
Transaction Banking
Work Collaboratively
Client Engagement
Relationship Building
Critical Thinking
Investment Planning
Risk Management

Benefits

Competitive salary
Incentive pay
Banking benefits
Benefits program
Defined benefit pension plan
Employee share purchase plan
Vacation offering
Wellbeing support
MomentMakers recognition program
Purpose Day

Visa sponsorship

Not detected in the job text

Keywords

Client Associate
Investment Advisor
CIBC Wood Gundy
Investment Representative
CIRO-ID
Registered Representative
Brokerage
Portfolio Management
Business Development
Client Experience
Investment Planning
Risk Tolerance
Marketing
Networking
Financial Services
Banking
Analytical Skills
Critical Thinking
Client Relations
Investment Dealer

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