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Added 6 mins ago
O
Senior HR Advisor
OCS
ON · Essex, ON
- Full-time
We are seeking an experienced and proactive Senior HR Advisor with a strong background in Employee Relations (ER) to join our dynamic HR team. This role is pivotal in providing expert…
Added 6 mins ago
XI
Director of Procurement
Xplore Inc.
Markham, ON
- Full-time
Act as a trusted commercial advisor to the executive team and functional leaders, bringing procurement into decisions early rather than at the purchase-order stage.
Added 6 mins ago
A
Copy of Senior Vice President, Energy
AECOM
Calgary, AB
- $300,000 to $350,000 CAD / year
- Full-time
AECOM is seeking a Senior Vice President, Energy to lead the growth, market positioning, and strategic development of our Energy business across Canada. Reporting as part of the broader…
Added 6 mins ago
SP
Human Resources Manager
Staff Plus
Burlington, ON
- Full-time
…accomplished Human Resources Manager. Reporting into senior HR leadership, this role offers the opportunity to serve as a trusted advisor to the business, providing leadership across…
Added 6 mins ago
Senior Manager, Strategic Initiatives (Underwriting/ Personal Lines)
Aviva
Markham, ON · Toronto, ON
As a trusted advisor and execution partner to senior leadership, you will drive strategic planning, business performance management, market intelligence, and cross-functional initiatives…
Added 6 mins ago
AC
Senior Advisor, Employee & Labour Relations(18-months)
Algonquin College
Ottawa, ON
- Full-time
Reporting to the Manager, Employee and Labour Relations, the Senior Advisor acts as a trusted advisor to leaders across the College on complex and sensitive employee and labour relations…
Added 22 mins ago
Senior Project Manager
University of Guelph
Guelph, ON
Department: Campus Planning Design and Development
Added 36 mins ago
C
Senior Project Manager – Operational Systems & Digital Solutions
CIMA+
Toronto, ON
- $125,440 to $172,440 CAD / year
- Full-time
Welcome to a commitment to sustainable development you can relate to.
Added 36 mins ago
SQ
Conseiller/Conseillère stagiaire, Programme de perfectionnement du conseiller -Possibilités d'emploi -futures/Advisor Trainee- Advisor Development Program -Future Opportunities
Sunlife Québec
Rimouski, QC
- Full-time
…help them plan financially for the various stages of life. Our Advisor Development Program is designed to prepare you for a successful launch to an advisory career at Sun…
Added 36 mins ago
C
Senior Project Manager – Operational Systems & Digital Solutions
CIMA+
Mississauga, ON
- $125,440 to $172,440 CAD / year
- Full-time
Welcome to a commitment to sustainable development you can relate to.
Added 36 mins ago
AC
Senior Advisor, Employee & Labour Relations(18-months)
Algonquin College of Applied Arts and Technology
Ottawa, ON
- $53.24 to $66.56 CAD / hour
- Contract
Reporting to the Manager, Employee and Labour Relations, the Senior Advisor acts as a trusted advisor to leaders across the College on complex and sensitive employee and labour relations…
Added 36 mins ago
M
Senior Accountant, Assurance and Accounting
MNP
Kemptville, ON
- Full-time
…evolving business and financial reporting landscape. As a trusted advisor, you’ll provide comprehensive, tailored financial information that enables clients to make informed decisions with…
Added 36 mins ago
M
Manager, National Tax Services
MNP
Edmonton, AB · AB · Winnipeg, MB · Moncton, NB · NS · Montreal, QC · Saskatoon, SK · Calgary, AB · Dartmouth, NS
- Full-time
…internally drive the success of our Tax practice. As a trusted advisor, you’ll work internally to support the delivery of tax services, the development and coordination of key training…
Added 36 mins ago
SL
Human Resources Manager
Schill Landscaping and Lawn Care Services LLC
London, ON · Woodstock, ON
- $80,000 to $115,000 CAD / year
- Full-time
Acts as an advisor and coach for multiple levels of leadership on strategic and tactical human resources issues.
Added 36 mins ago
EHS Advisor - Night Shift
Aecon
Pickering, ON
Are intentional when it comes to investing in your development. We help you build your career and advance your skills through our Aecon University, tuition reimbursement, and Leadership…
Added 51 mins ago
MC
Advisor Experience Specialist
Meridian Credit Union
Toronto, ON · Etobicoke, ON
- Full-time
The role: The Advisor Experience Specialist supports advisors and Wealth leaders by providing practical coaching, onboarding support, field enablement and reinforcement of tools and best…
Added 51 mins ago
SI
HACCP Advisor
Saputo Inc.
Calgary, AB · Mississauga, ON · Riverway
- Full-time
The HACCP Advisor is a key food safety leadership position responsible for supporting the QC Manager in the management, maintenance, and continuous improvement of the Plant's Food Safety…
Added 1 hour ago
NR
Industrial Technology Advisor - Various domains
National Research Council Canada / Conseil national de recherches Canada
Montreal, QC
- Full-time
We are looking for a senior-career Industrial Technology Advisor (ITA) to support the NRC Industrial Research Assistance Program (NRC IRAP). The ITA would be someone who shares our core…
Added 1 hour ago
VB
Spec, Planning & Business Partnership - Finance
Vale Base Metals
Toronto, ON
- Full-time
…controls, and performance management, you act as a trusted advisor to Finance leadership - pairing practical Finance knowledge with a strong grasp of enterprise systems, digital platforms,…
Added 1 hour ago
CW
Workplace Consultant
CTI Working Environments Inc.
Mississauga, ON
- Full-time
Added 1 hour ago
TH
Principal - Workers' Compensation
TELUS Health
Halifax, NS
- Full-time
As a Principal on our Defined Benefits and Actuarial Services team, you will act as a trusted advisor, delivering high-level actuarial solutions and driving practice growth. If you are a…
Added 1 hour ago
Facilities Administrator
Trans Mountain
Calgary, AB
Added 1 hour ago
Financial Advisor - Midland, ON
Scotiabank
Midland, ON
You can expect to be recognized and rewarded for high-performance. You’ll be supported by leadership through meaningful development conversations that enable faster advancement and internal…
Added 1 hour ago
Financial Advisor - Yorkdale Shopping Centre, North York, ON (37.5 hours/week)
Scotiabank
Toronto, ON · North York, ON
You can expect to be recognized and rewarded for high-performance. You’ll be supported by leadership through meaningful development conversations that enable faster advancement and internal…
Added 1 hour ago
Manager, Quantitative Strategies & Analytics
Scotiabank
Toronto, ON
…quantitative tools that enhance the investment process and advisor-facing impact. Operating at the intersection of data analytics, finance, and technology, the role requires strong…

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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