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Added 4 mins ago
R
Associate Portfolio Manager
RBC
Waterloo, ON
- Full-time
Client Counseling, Critical Thinking, Decision Making, Interpersonal Relationship Management, Interpersonal Relationships, Investment Banking, Investment Consulting, Investment Management,…
Added 19 mins ago
C
Temporary Sales Associate
Coach
Ottawa, ON
- 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 19 mins ago
C
Temporary Sales Associate
Coach
Ottawa, ON
- 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 19 mins ago
LB
Analyst, Middle Office
Laurentian Bank
Toronto, ON
- Full-time
…institutional division as well as the other divisions as required. The associate will collaborate with the other Middle office team members as well as with other areas within LBS including…
Added 19 mins ago
FR
Security Concierge
FirstService Residential Canada
Oakville, ON
- Full-time
As a Security Concierge, you’ll be responsible for assisting residents by providing information and services as needed. This role requires someone that is self-motivated, outgoing,…
Added 20 mins ago
BE
Accounting Associate
Bluestar Equity
Mississauga, ON
- $50,000 to $60,000 CAD / year
- Full-time
Bluestar Professional Services Inc. is looking for a knowledgeable and experienced Accounting Associate to support the day-to-day accounting operations of multiple client law firms.
Added 20 mins ago
UO
Team Lead, VFMP Patient Program
University of British Columbia
Vancouver, BC · VCH | Vancouver General Hospital - Gordon and Leslie Diamond Health Care Centre (VGHHCC)
- $6,143.67 to $8,830.25 CAD / month
- Full-time
Added 20 mins ago
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Customer Experience Associate
TD
Sherwood Park, AB
- Part-time
…service transactions and providing information and advice on services, products, and solutions to existing or prospective TD customers. At the branch, we understand customer needs and…
Added 20 mins ago
C
Business Development Associate
Corpay
Toronto, ON
- Full-time
Corpay is currently looking to hire a Business Development Associate. This position falls under our Cross Border line of business and is located in Toronto, Canada. In this role you’ll…
Added 20 mins ago
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Associate, Enterprise Strategy and Corporate Development
CIBC
Toronto, ON
- Full-time
…intelligence and strong awareness of trends, industry developments, client needs and regulatory changes. Assist with due diligence and project management on transactions and strategic…
Added 35 mins ago
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Client Service Associate, BMO Nesbitt Burns
BMO
Calgary, AB · CALG
- Full-time
Support IA’s in individual client investment needs to provide professional, customized investment-related advise, sales and services.
Added 35 mins ago
B
Personal Banking Associate
BMO
Vancouver, BC
- Full-time
As a lobby leader, assists in conducting client conversations about banking services to recommend alternative banking channels and provide personal banking and investment advice.
Added 35 mins ago
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Senior Data Engineer (Databricks Focused)
BDO
Vancouver, BC · Mississauga, ON · Oakville, ON · Ottawa, ON · Toronto, ON
- Full-time
…Engineer (Databricks Focused) to join our Technology Advisory Services practice. This role blends technical leadership with hands-on data engineering, focusing on delivering scalable,…
Added 35 mins ago
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Senior Data Engineer (Databricks Focused)
BDO
Calgary, AB · AB · Winnipeg, MB · Halifax, NS · Montreal, QC
- Full-time
…Engineer (Databricks Focused) to join our Technology Advisory Services practice. This role blends technical leadership with hands-on data engineering, focusing on delivering scalable,…
Added 50 mins ago
RD
Experienced Administrative Associate
RBC Dominion Securities
Vancouver, BC · Greater Vancouver Metropolitan Area
- Full-time
…the right to be clients’ first choice for wealth management services. For more than a century, the firm has supported individuals, families, businesses, charitable foundations, and other…
Added 50 mins ago
CP
Actuarial Analyst
Convyta Partners
Vancouver, BC · Greater Vancouver Metropolitan Area
- Full-time
Convyta Partners is looking for an Actuarial Analyst/Associate to join our Pension consulting team. This position will be hired at a level commensurate with experience. You will contribute…
Added 1 hour ago
Donor Centre Associate - Blood Collection
Canadian Blood Services
Lethbridge, AB
Canadian Blood Services is looking for a Temporary full-time Donor Centre Associate - Blood Collection to join our dynamic Collections team in our AB-Lethbridge donor centre.
Added 1 hour ago
Associate Director, Trade & Working Capital Solutions, Global Transaction Banking
Scotiabank
Toronto, ON
Support in identifying and providing appropriate trade & working capital solutions for a dedicated client portfolio. Contribute to the overall success of the Treasury Management Office…
Added 1 hour ago
AW
Bilingual Customer Success Associate
Agora Wealth
Toronto, ON
- Full-time
…and support to our clients. As a Bilingual Customer Success Associate, you will utilize your expertise and knowledge to respond to a wide variety client inquiries in both English and…
Added 1 hour ago
BC
Senior Data Engineer (Databricks Focused)
BDO Canada
Toronto, ON
- Full-time
…Engineer (Databricks Focused) to join our Technology Advisory Services practice. This role blends technical leadership with hands-on data engineering, focusing on delivering scalable,…
Added 1 hour ago
BC
Senior Data Engineer (Databricks Focused)
BDO Canada
Mississauga, ON
- Full-time
…Engineer (Databricks Focused) to join our Technology Advisory Services practice. This role blends technical leadership with hands-on data engineering, focusing on delivering scalable,…
Added 1 hour ago
BC
Senior Data Engineer (Databricks Focused)
BDO Canada
Winnipeg, MB
- Full-time
…Engineer (Databricks Focused) to join our Technology Advisory Services practice. This role blends technical leadership with hands-on data engineering, focusing on delivering scalable,…
Added 1 hour ago
MU
EVENTS COORDINATOR (BAND LEVEL 8)
Memorial University, Newfoundland and Labrador
St. John's, NL
- Full-time
Reporting to the Associate Director, Guest Accommodations/Conference and Event Services, the Events Coordinator will work as part of a collaborative team in the management, promotion,…
Added 1 hour ago
B
Client Service Associate, BMO Nesbitt Burns
BMO
Calgary, AB
- Full-time
Support IA’s in individual client investment needs to provide professional, customized investment-related advise, sales and services.
Added 1 hour ago
BC
Senior Data Engineer (Databricks Focused)
BDO Canada
Calgary, AB
- Full-time
…Engineer (Databricks Focused) to join our Technology Advisory Services practice. This role blends technical leadership with hands-on data engineering, focusing on delivering scalable,…

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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