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Added 3 mins ago
VF
Associate, Institutional Sales & Settlements
Ventum Financial Corp.
Vancouver, BC
- $55,000 to $65,000 CAD / year
- Full-time
This is a hybrid role combining institutional sales support, trade settlement responsibilities and client service. The successful candidate will work closely with Institutional Sales,…
Added 3 mins ago
BN
User support technician
Builden Network and Construction Solutions Ltd.
Williams Lake, BC
- From $38.5 CAD / hour
- Full-time
Added 33 mins ago
G
Associate, Client Engineering (Mexico City)
Glia
Vancouver, BC
- Full-time
A regular day in the life of a Sr. Associate, Client Engineering at Glia consists of resolving technical inquiries with our customers and partners, helping them achieve their goals through…
Added 35 mins ago
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Mississauga, ON
- From $41 CAD / hour
- Full-time
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Added 1 hour ago
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Senior Analyst, Business Intelligence
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Mississauga, ON
- Full-time
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- Part-time
…with our customers by performing a broad range of customer service transactions and providing information and advice on services, products, and solutions to existing or prospective TD…
Added 1 hour ago
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Customer Experience Associate - Fixed Term Contract
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…with our customers by performing a broad range of customer service transactions and providing information and advice on services, products, and solutions to existing or prospective TD…
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Added 1 hour ago
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Entry Level Direct Marketng Associate
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Toronto, ON · Greater Toronto Area, Canada
- $40,000 to $46,000 CAD / year
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We’re looking for an Entry-Level Marketing Associate who is eager to learn, contribute, and grow within a collaborative environment.
Added 1 hour ago
TC
Regional Marketing Manager - Quebec Zone
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Consult with dealership sales and service marketing teams on digital marketing capabilities and best practices, including SEO/SEM, display advertising, on-page and off-page website…
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Temporary Sales Associate
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- Part-time
The Sales Associate is the front‑line ambassador of the Coach brand. You will deliver an elevated, personalized shopping experience, meet personal and store sales goals, and support daily…
Added 1 hour ago
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Seasonal Associate
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- $19.2 to $22.6 CAD / hour
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Investment Associate
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Regional Marketing Manager - Quebec Zone
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Consult with dealership sales and service marketing teams on digital marketing capabilities and best practices, including SEO/SEM, display advertising, on-page and off-page website…
Added 2 hours ago
OB
Investment Associate
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Vancouver, BC
- Full-time
The ideal candidate is client-focused and detail-oriented. You take ownership of your responsibilities, adapt to changing priorities, and contribute to a team culture that values client…
Added 2 hours ago
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Customer Experience Associate - Complexe St-Amable - Quebec City - 15 hours
TD
Quebec, QC
- Part-time
…with our customers by performing a broad range of customer service transactions and providing information and advice on services, products, and solutions to existing or prospective TD…
Added 2 hours ago
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Customer Experience Associate
TD
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Added 2 hours ago
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Personal Banking Associate (Full time)- Val Bélair, Quebec city
TD
Quebec, QC
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…with our customers by performing a broad range of customer service transactions and providing information and advice on services, products, and solutions to existing or prospective TD…
Added 2 hours ago
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Customer Experience Associate
TD
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- Part-time
…with our customers by performing a broad range of customer service transactions and providing information and advice on services, products, and solutions to existing or prospective TD…
Added 2 hours ago
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Customer Experience Associate
TD
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…with our customers by performing a broad range of customer service transactions and providing information and advice on services, products, and solutions to existing or prospective TD…
Added 2 hours ago
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Customer Experience Associate
TD
Toronto, ON
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…with our customers by performing a broad range of customer service transactions and providing information and advice on services, products, and solutions to existing or prospective TD…
Added 2 hours ago
HR
Sales Associate
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The Sales Associate develops deep, long lasting relationships with customers that lead to an increase in sales, service, and loyalty. Sales Associate compensation is commission-based and is…

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

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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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