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Added 4 days ago
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Senior Manager, Lending Compliance
Financeit
Remote, Canada
- Remote
…legislative changes, you will safeguard our business operations and support enterprise risk governance. You will also support the legal function with litigation management and corporate…
Added 4 days ago
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Personal Banking Associate Trainee
TD
Toronto, ON
- Full-time
Support the frontline staff with scheduled cash and non-cash transactions; resolve critical issues and report non-standard matters to management
Added 4 days ago
Senior Technologist
Canadian Blood Services
Winnipeg, MB
…and assist with the coordination and delivery of the training program for the laboratory technologists, laboratory…
Added 4 days ago
SL
Director, Security Architecture
Sun Life
Toronto, ON · Waterloo, ON · Sun Life Toronto One York
- Full-time
When you join Sun Life, you'll work with passionate colleagues and empowering leaders who support your growth and celebrate your contributions, so you can make a meaningful difference in…
Added 4 days ago
SL
Advisor Trainee- Advisor Development Program -Future Opportunties
Sun Life
Bedford, NS · NS · Charlottetown, PE
- Full-time
When you join Sun Life, you'll work with passionate colleagues and empowering leaders who support your growth and celebrate your contributions, so you can make a meaningful difference in…
Added 4 days ago
Nuclear Services Tech
ATS Automation
Cambridge, ON
…responsibility for mechanical/electro-mechanical systems, with input and support from mechanical and electrical assembly, and controls…
Added 4 days ago
Personal Support Worker (PSW)
Amica Senior Lifestyles
Oakville, ON
You are one of the following: a graduate from a recognized Personal Support Worker program, currently enrolled in a nursing program or an internationally certified nurse.
Added 4 days ago
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Lead hand
Jatec
Edmonton, AB
- Full-time
As a Lead Hand, you will support the successful execution of utility and infrastructure construction projects by providing day-to-day direction, coordination, and support to field crews.
Added 4 days ago
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Agent(e) d'indemnisation / Claims Agent
FBA
Saint-Lambert, QC
- Full-time
The position combines customer service, administrative support and file analysis, as well as claims handling. This is an excellent opportunity for someone who is curious, organized,…
Added 4 days ago
Personal Support Worker ( Hampton)
Bayshore
Hampton, NB
…achievement as a Platinum member of Canada’s Best Managed Companies Program every year since 2006. In 2015, Bayshore achieved the designation for Best Practice Spotlight Organization from…
Added 4 days ago
LPN (Pediatrics/ Nights)
Bayshore
Hampton, NB
…achievement as a Platinum member of Canada’s Best Managed Companies Program every year since 2006. In 2015, Bayshore achieved the designation for Best Practice Spotlight Organization from…
Added 4 days ago
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Supply Chain Manager
Amico
Toronto, ON · North York, ON
- Full-time
The Supply Chain Manager will support the Elevated Guideways and Stations Contract (“EGS”) of The Ontario Line ("OL"). The Primary Construction Team for this project consists of ACCIONA…
Added 4 days ago
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Engineer, Facilities
J.D. Irving, Limited
Halifax, NS
- Full-time
Lead complex infrastructure projects that shape and support critical operations.
Added 4 days ago
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Sales Associate-Print&Services
Staples Inc.
Ottawa, ON · Kanata, ON
- Part-time
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Financial Services Representative II
CIBC
Mississauga, ON
- Full-time
…competitive salary, incentive pay, banking benefits, a benefits program*, defined benefit pension plan*, an employee share purchase plan, a vacation offering, wellbeing support, and…
Added 4 days ago
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Branch Administrator Wood Gundy
CIBC
Toronto, ON
- Full-time
…competitive salary, incentive pay, banking benefits, a benefits program*, defined benefit pension plan*, an employee share purchase plan, a vacation offering, wellbeing support, and…
Added 4 days ago
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Client Associate
CIBC
Calgary, AB
- Full-time
…competitive salary, incentive pay, banking benefits, a benefits program*, defined benefit pension plan*, an employee share purchase plan, a vacation offering, wellbeing support, and…
Added 4 days ago
DG
Customer Service Representative (CSR) - HVAC & Plumbing
DNM Group Ltd.
Sault Ste. Marie, ON
- Full-time
Employee Assistance Program (EAP) for you and your family
Added 4 days ago
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Production Scheduler
CTDI
Oakville, ON
- Full-time
Support continuous improvement initiatives by identifying and implementing process efficiencies.
Added 4 days ago
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Director Progam Planning & Support
HealthCareersInSask.ca
Saskatoon, SK
- Full-time
Department: Director Program Planning and Support
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Vaughan Mills Assistant Manager
Tumi
Vaughan, ON
- Full-time
This position may be eligible to participate in a company incentive program.
Added 4 days ago
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Personal Support Manager
CarePartners
Brampton, ON
- Temporary
CarePartners is one of Ontario’s largest accredited home health care providers, providing nursing, personal support, therapy and rehabilitation support services for patients of all ages. We…
Added 4 days ago
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Fleet and Facility Associate
Action Furnace
Calgary, AB
- Full-time
Added 4 days ago
MN
Project Manager
Modern Niagara
Halifax, NS
- Full-time
24/7 confidential support through our Employee and Family Assistance Program with access to comprehensive resources and professional services.
Added 4 days ago
MC
Financial Services Associate - Full Time - 18 Month Contract
Meridian Credit Union
Cambridge, ON
- $60,000 to $63,000 CAD / year
- Full-time
Participates and leads branch activities in support of expanding the Member relationship and growing share of wallet including growing our Digital Ambassador Program

CIBC

Client Associate

Calgary, AB, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Nov 11, 2026
Posting language: English
Posted: Nov 3, 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 member of CIBC Wood Gundy, you will be responsible for building and growing Wood Gundy client portfolios through dedicated relationship management, trusted investment advice and exceptional client service. 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.

Administrative Support - Maintain compliance standards in client dealings/client files. Conduct administrative activities and engage in administrative processes associated with supporting the IA(s) and teams. Engage in all marketing and business development activities and assist in the development of investment plans and written proposals for prospects and clients. As determined by the IA, assist in processes to direct assets into suitable financial products based on the client’s risk reward tolerances and demographic profile.
Organizational Skills - Support Investment Advisors by providing timely responses to client requests and maintaining compliance standards in all files. Enable team success by improving team productivity, proactively uncovering business opportunities, and helping to direct assets into the right financial products.
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. Work closely with your team to connect clients with the right opportunities.

Who you are

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.
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 have Registered Representative (RR) licensing. Financial Services and/or Brokerage industry experience and working knowledge of various quotation equipment is required.
You live your values. You bring high standards, genuine care to your relationships, and want to grow with an employer that shares your values and brings out your best.

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

500 Centre Street SE

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

You will be responsible for building and growing client portfolios through dedicated relationship management and trusted investment advice. Additionally, you will provide administrative support to Investment Advisors and engage in business development activities to improve the client experience.

Requirements

Candidates must hold current accreditation as an Investment Representative with the Canadian Investment Regulatory Organization. Previous experience in the financial services or brokerage industry is required, along with strong organizational and communication skills.

Skills

Relationship management
Investment advice
Client service
Portfolio management
Business development
Client engagement
Compliance standards
Administrative support
Marketing
Financial products
Critical thinking
Networking
Communication
Analytical thinking
Team collaboration

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
CIBC Wood Gundy
Investment Advisor
Relationship Management
Portfolio Management
Investment Representative
CIRO-ID
Registered Representative
Financial Services
Brokerage
Compliance
Business Development
Client Experience
Investment Planning
Asset Management
Risk Reward Tolerances
Brand Awareness
Networking
Critical Thinking
Administrative Support

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