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Added 4 mins ago
PR
Associate Business Manager, AB & SK
Potentia Renewables Inc.
Calgary, AB
- $85,000 to $100,000 CAD / year
- Full-time
Potentia is a medium, collaborative and fast-growing organization, and Business Managers play a central role in the company’s success. The position offers significant professional…
Added 4 mins ago
GE
Operations Manager
GFL Environmental Inc.
Winnipeg, MB
- Full-time
Education: High school diploma or GED required; an Associate or Bachelor’s degree in Operations Management, Engineering, Business, or related technical field is preferred.
Added 4 mins ago
R(
Temporary Fashion Associate - Reitmans
Reitmans (Canada) Ltée/Ltd
New Glasgow, NS
- Part-time
As a Fashion Associate, you will deliver personalized service and support daily store operations to ensure a welcoming, customer-first environment. From assisting in the fitting room to…
Added 4 mins ago
F&
Full-Time Retail Sales & Delivery Associate
Fire & Flower Inc.
Regina, SK
- Full-time
The Retail Sales & Delivery Associate plays a dual role in delivering a consistent and elevated guest experience across both the retail floor and scheduled deliveries. This position is…
Added 4 mins ago
Retail Sales & Delivery Associate
Fire & Flower Inc.
Grande Prairie, AB
The Retail Sales & Delivery Associate plays a dual role in delivering a consistent and elevated guest experience across both the retail floor and scheduled deliveries. This position is…
Added 4 mins ago
Retail Sales & Delivery Associate
Fire & Flower Inc.
Guelph, ON
The Retail Sales & Delivery Associate plays a dual role in delivering a consistent and elevated guest experience across both the retail floor and scheduled deliveries. This position is…
Added 4 mins ago
Retail Sales & Delivery Associate
Fire & Flower Inc.
Edmonton, AB
The Retail Sales & Delivery Associate plays a dual role in delivering a consistent and elevated guest experience across both the retail floor and scheduled deliveries. This position is…
Added 19 mins ago
PA
Sales Associate Labrador Region
PAL Airlines
Happy Valley-Goose Bay, NL
- Full-time
We're looking for a Full-Time Fixed-Term Sales Associate who is passionate about Labrador and excited to help strengthen relationships throughout the region. In this role, you'll build…
Added 19 mins ago
C
Analyste fonctionnel Microsoft Dynamics 365 Business Central – Manufacturier
CGI
Montreal, QC
- Full-time
Certification Microsoft Certified: Dynamics 365 Business Central Functional Consultant Associate.
Added 19 mins ago
CO
Associate Orthodontist - Shoreline Orthodontics
Corus Orthodontists
Campbell River, BC
- Full-time
…modern practice? Shoreline Orthodontics is excited to welcome an Associate Orthodontist to join our growing team, working alongside Dr. Paul Helpard, Dr. Michelle Kosmowski, and Dr. Amanda…
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
Sales Support Associate III
Coach
Ottawa, ON
- Part-time
The Sales Support Associate role is an integral part of the store’s overall success and efficiency; demanding direct attention to our brand commitment when servicing our customers. Leaving…
Added 19 mins ago
CO
Associate Orthodontist - Smile Big Orthodontics
Corus Orthodontists
AB · Alberta, Canada
- Full-time
Associate Orthodontist – Partnership Opportunity
Added 19 mins ago
FF
Part-Time Sales Lead - Famous Footwear
Famous Footwear
ON · Greater St-Catharines-Niagara Metropolitan Area
- Part-time
Bring the Positive Vibes: Embrace diversity and inclusivity as our team superpower, ensuring every associate feels valued and respected. Maintain a positive and proactive mindset, even in…
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
CO
Associate Orthodontist - Kawartha Orthodontics
Corus Orthodontists
Peterborough, ON
- Part-time
…meaningful impact. Kawartha Orthodontics is seeking a part-time Associate Orthodontist to join our exceptional team in Peterborough,…
Added 19 mins ago
FR
Heavy Duty Cleaner
FirstService Residential Canada
Richmond Hill, ON
- Full-time
The physical demands described here are representative of those that must be met by an associate to successfully perform the essential functions of this job. Reasonable accommodations may…
Added 19 mins ago
SG
Junior Quantitative Advisor-QIS
Societe Generale
Montreal, QC
- Full-time
This Associate-level role is designed for a junior quantitative professional who combines strong analytical and programming skills with intellectual curiosity and a practical approach to…
Added 19 mins ago
KC
Associate, Mortgage Operations
KingSett Capital
Toronto, ON
- Full-time
KingSett Capital is a Canadian private equity real estate investment business which creates and co-invests in real estate investment solutions to deliver sustainable premium risk weighted…
Added 19 mins ago
FR
Security Concierge
FirstService Residential Canada
Oakville, ON
- Full-time
…residents by providing information and services as needed. This role requires someone that is self-motivated, outgoing, detail-oriented and has great communication skills while having…
Added 19 mins ago
CO
Associate Orthodontist - Tremblay Orthodontics
Corus Orthodontists
Vancouver, BC
- Full-time
…opportunity? Tremblay Orthodontics is excited to welcome an Associate Doctor who is passionate about personalized care, modern clinical excellence, and building connections with patients,…
Added 19 mins ago
TS
Contract and Compliance Analyst
T&T Supermarket
Richmond, BC
- $65,000 to $85,000 CAD / year
- Full-time
Reporting to the Associate Director, Contract and Compliance, the Contract and Compliance Analyst will help strengthen T&T’s contracting and compliance practices.
Added 19 mins ago
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Customer Experience Associate
TD
Sherwood Park, AB
- Part-time
…opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been…
Added 19 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 19 mins ago
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Associate, Enterprise Strategy and Corporate Development
CIBC
Toronto, ON
- Full-time
Enterprise Strategy and Corporate Development (ES&CD) plays a key role in maximizing the value of CIBC’s portfolio of businesses. The group identifies, assesses, and executes strategic…

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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