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Added 12 mins ago
M
Legal Counsel - Technology & Digital (Commercial Contracts)
MNP
Montreal, QC · Quebec, QC
- Full-time
…operations across a broad range of practice areas. As a trusted advisor, you’ll apply your understanding of the legislative landscape to proactively explore and mitigate risk and ensure…
Added 12 mins ago
R
Financial Advisory Consultant
RBC
Vancouver, BC
- Full-time
…Banking. The RBC Family Office Services team helps advisors and advisor teams deliver integrated wealth management expertise and planning to clients and their…
Added 12 mins ago
R
Financial Advisory Consultant
RBC
Montreal, QC
- Full-time
…Banking. The RBC Family Office Services team helps advisors and advisor teams deliver integrated wealth management expertise and planning to clients and their…
Added 12 mins ago
R
Financial Advisory Consultant
RBC
Toronto, ON
- Full-time
…Banking. The RBC Family Office Services team helps advisors and advisor teams deliver integrated wealth management expertise and planning to clients and their…
Added 12 mins ago
C
Associate Investment Advisor (commission only) CIBC Wood Gundy
CIBC
London, ON
- Full-time
Help build and execute business plans, Wealth Management objectives and client service plans
Added 12 mins ago
C
Sr. Security Service Manager, Application Security
CIBC
Toronto, ON
- Full-time
Advisory and Relationship Management – You will act as a trusted advisor to application development, operations, and infrastructure teams, guiding them to integrate security testing into…
Added 12 mins ago
C
Financial Advisor - CIRO-MFD/AMF
CIBC
Brossard, QC
- Full-time
…management, financial services support, and exceptional client service. As a Financial Advisor, you’ll deliver on CIBC’s Imperial Service approach, acting as a single point of contact for…
Added 12 mins ago
BB
Mobile Sales Associate (Seasonal)
Best Buy Canada
Canada
- Part-time
You’ll love it here! We are hiring immediately for a retail sales associate, which we call an advisor at Best Buy. As a retail sales associate, you will be the face of Best Buy for everyone…
Added 27 mins ago
VC
General Practice with Obstetrical Surgical Skills (OSS), Squamish General Hospital
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Squamish, BC
- Full-time
…and operates as a Level 2 BC Maternal and Neonatal Tier of Service site, with cases under 36 weeks’ gestation referred to tertiary…
Added 57 mins ago
IF
Wealth Enablement Digital Trainer
iA Financial Group
Toronto, ON · Montreal, QC · Quebec, QC
- Full-time
In this role, you will help advisors, advisor support teams, and internal business partners maximize the value of the firm’s digital tools, operational processes, and advisor-facing…
Added 57 mins ago
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Client Advisor
RBC
St. John's, NL
- Part-time
Track record in building rapport and maintaining client relationships within the financial or service industry
Added 57 mins ago
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Audit Manager II, Financial Crimes (1148)
TD
Toronto, ON
- Full-time
Act as the audit lead or audit advisor to management and respective teams for area of specialization. Report on emerging trends, identifying issues and opportunities and recommending action…
Added 57 mins ago
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Senior Audit Group Manager, Financial Crimes Fraud and Insider Risk (1158)
TD
Toronto, ON
- Full-time
Act as lead audit advisor to management and respective teams for area of specialization. Report on emerging trends, identifying issues and opportunities and recommending action to senior…
Added 57 mins ago
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Audit Manager II (ATH 993)
TD
Toronto, ON
- Full-time
Act as the audit lead or audit advisor to management and respective teams for area of specialization. Report on emerging trends, identifying issues and opportunities and recommending action…
Added 57 mins ago
C
Associate Financial Advisor
CIBC
Timmins, ON
- Full-time
…difference in our clients' lives. As an Associate Financial Advisor, you’ll form a deep understanding of your personal and small business clients’ needs as you recommend simple,…
Added 57 mins ago
C
Financial Advisor CIRO-MFD
CIBC
Whitehorse, YT
- Full-time
As a member of the Imperial Service Team, you’ll build and grow a dedicated client portfolio through relationship management, financial services support, and exceptional client service. As…
Added 57 mins ago
C
Financial Advisor-CIRO-MFD/AMF
CIBC
Castlegar, BC
- Full-time
…management, financial services support, and exceptional client service. As a Financial Advisor, you’ll deliver on CIBC’s Imperial Service approach, acting as a single point of contact for…
Added 1 hour ago
B
Senior Wealth Planning Consultant
BMO
Vancouver, BC · FBT
- Full-time
Acts as a trusted advisor to assigned business/group.
Added 1 hour ago
B
Production Operations Manager
BMO
Toronto, ON · SCC
- Full-time
The successful candidate will provide strategic leadership to improve service reliability, reduce operational toil, accelerate incident prevention, and establish a highly automated,…
Added 1 hour ago
Financial Advisor - Penticton, BC
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Penticton 1, BC
…Banking Branch network, our focus is to provide exceptional service throughout the customer’s journey…
Added 1 hour ago
HI
Associate, Junior Broker & Administration
HUB International
Grande Prairie, AB
- Full-time
Support personal lines brokers with day-to-day service activities, including coverage inquiries, policy changes, renewals, and client documentation
Added 1 hour ago
RB
Client Advisor
Royal Bank of Canada
St. John's, NL
- Part-time
Track record in building rapport and maintaining client relationships within the financial or service industry
Added 2 hours ago
LC
Beauty Advisor, Contractor Full Time Flexible Shifts
Loblaw Companies Limited
Osoyoos, BC
- Full-time
Added 2 hours ago
AD
Diagnostic Sales Manager (Ottawa, ON)
Antech Diagnostics
Ottawa, ON
- Full-time
…and Diagnostic (“SDx”) offerings. The DSM will serve as an advisor, leader, and technical expert to support peer mentorships and will support colleagues/functions to develop sales tactics…
Added 2 hours ago
GS
Athlete Advisor & Sales Closer - Football / Sports
GameTime Sports Marketing
Montreal, QC · Greater Montreal Metropolitan Area
- Full-time
High-performing individuals may have the opportunity to grow into a larger Athlete Advisor / GameTime Athlete Agent role, including building their own portfolio and presence within the…

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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