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Added 11 mins ago
MC
Senior Research Scientist
Medical Council of Canada
Ottawa, ON
- $130,000 to $156,000 CAD / year
- Full-time
…supported across the country. Reporting to the Medical Education Advisor, you'll drive a strategic research agenda that strengthens evidence-informed decision-making and fuels innovation in…
Added 11 mins ago
NB
Associate
National Bank of Canada
Medicine Hat, AB
- Full-time
…Reporting to the regional manager, you will team up with a wealth advisor to offer an exceptional client experience. Collaboration and partnership will be key to your…
Added 11 mins ago
O
Sr. Safety Advisor
ONxpress
Toronto, ON
- Full-time
Added 11 mins ago
VC
Senior Talent Acquisition Advisor (Defence and Aerospace)
VTRAC Consulting Corporation (WBE)
Toronto, ON · Greater Toronto Area, Canada
- $80 to $90 CAD / hour
- Part-time
Position: Senior Talent Acquisition Advisor (Defence and Aerospace)
Added 11 mins ago
C
Enterprise Architect (Salesforce) – Healthcare & Life Sciences
Customertimes
Canada
- Full-time
Act as a trusted advisor to clients on getting more value from their CRM, data and integration investments.
Added 11 mins ago
NB
Banking Advisor
National Bank of Canada
Courtenay, BC
- Full-time
A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and…
Added 11 mins ago
CO
Supervisor, Revenue Services
City of Whitehorse
Whitehorse, YT
- Full-time
…processes. Leading a dedicated team, the Supervisor serves as a key advisor on revenue matters, providing financial analysis, overseeing complex issues and escalations, and supporting the…
Added 11 mins ago
SI
Manager, Information Security Risk
Staff IT Search Group Inc.
Oakville, ON
- Full-time
Added 11 mins ago
HM
Key Account Manager
Highlight Motor Group
Vaughan, ON
- Full-time
…existing accounts. The successful candidate will act as a trusted advisor to clients while collaborating with internal departments to ensure exceptional service delivery and long-term…
Added 11 mins ago
NB
Senior Transformation Advisor - Capital Market Operations
National Bank of Canada
Montreal, QC
- Full-time
A career as a Senior Transformation Advisor within the Capital Markets Operations Reconciliations team at National Bank means acting as a specialist in operational transformation and…
Added 11 mins ago
NB
Wealth Associate
National Bank of Canada
Brossard, QC
- Full-time
…Reporting to the regional manager, you will team up with a wealth advisor to offer an exceptional client experience. Collaboration and partnership will be key to your…
Added 11 mins ago
NB
Banking advisor
National Bank of Canada
Mont-Saint-Hilaire, QC · Mont-St-Hilaire, QC
- Full-time
A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and…
Added 11 mins ago
MI
Senior Business Architecture Advisor, Direct Distribution
Maarut Inc
Montreal, QC
- Contract
Added 11 mins ago
NB
Director Global Transaction Banking
National Bank of Canada
Montreal, QC
- Full-time
…National Bank Capital Markets (NBCCM) means acting as a trusted advisor to a diversified group of corporate, institutional and sponsor-backed clients headquartered in or having their…
Added 11 mins ago
NB
Real Estate Broker
National Bank of Canada
Calgary, AB
- Full-time
…Markets (NBCCM) means acting as a trusted commercial real estate advisor and contributing to the growth of our platform across Western Canada. This role gives you the opportunity to make a…
Added 11 mins ago
Senior Regulatory Field Advisor
Trans Mountain
Calgary, AB
…individual to join our dynamic team as a Senior Regulatory Field Advisor. In this position, you will play a crucial role in driving successful regulatory initiatives and ensuring compliance…
Added 11 mins ago
Territory Account Manager
Insight Enterprises, Inc.
Montreal, QC
Added 26 mins ago
W
Supervisor
Wellington-Altus
AB · Toronto, ON · Calgary, AB
- Full-time
Assisting Advisor teams in resolving inquiries and addressing compliance issues quickly and accurately.
Added 26 mins ago
T
Bodily Injury Claims Advisor
TD
Calgary, AB · Burlington, ON
- Full-time
Added 26 mins ago
RB
Banking Advisor - Aurora, Newmarket (English and/or Mandarin, Cantonese, Russian, Turkish)
Royal Bank of Canada
Bradford West Gwillimbury, ON · Newmarket, ON · Richmond Hill, ON · ON · AURORA, Ontario
- Full-time
Banking Advisor - Aurora, Newmarket (English and/or Mandarin, Cantonese, Russian, Turkish)
Added 26 mins ago
A
Senior Vice President, Energy
AECOM
Ottawa, ON · Markham, Ontario
- $300,000 to $350,000 CAD / year
- Full-time
…help shape and execute our vision of becoming the most trusted advisor to utilities, power generators, transmission owners, governments, and industrial clients. This is a new position that…
Added 26 mins ago
Service Advisor (Kentwood Ford)
Go Auto
Edmonton, AB
Service Advisor | Real Six-Figure Earning Potential | No Evening Shifts
Added 26 mins ago
D
Wealth Management Advisor
Desjardins
Quebec, QC · Caisse Desjardins de Limoilou
- Full-time
As a wealth management advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your…
Added 26 mins ago
C
Senior Project Manager – Operational Systems & Digital Solutions
CIMA+
Mississauga, ON · Toronto, Ontario
- $125,440 to $172,440 CAD / year
- Full-time
Act as a senior technology advisor and local representative of CIMA+'s Operational and Digital Technology practice with clients in the GTA and Ontario
Added 26 mins ago
Senior Project Manager - Wastewater Treatment Services
CDM Smith
Burnaby, BC
· Client Communication and Relationship Management: Serve as the principal day-to-day client contact and trusted advisor. Communicate clearly and proactively with client executives,…

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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