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Added 6 mins ago
SS
Regional Sales Manager
Summit Search Group
Victoria, BC · Greater Victoria Metropolitan Area
- Full-time
A proactive, outgoing, and relationship-driven approach to business development.
Added 6 mins ago
LR
Sales Development Representative
Let's Roam
Canada
- Contract
Sales Development Representative (SDR) / Sales Assistant
Added 6 mins ago
TH
Territory Sales Representative – B2B
The Headhunters Recruitment
Grande Prairie, AB
- Full-time
…one. Based in the Grande Prairie area, the new Territory Sales Representative will be responsible for growing an assigned territory by bringing on new business customers and building on…
Added 6 mins ago
TT
Sales Representative
Tiki Tax
Kelowna, BC
- Part-time
- **Drop off and distribute promotional flyers, brochures, and business cards** at local businesses.
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
I
Business Development Representative
isgSearch
Toronto, ON · Greater Toronto Area, Canada
- $40,000 to $60,000 CAD / year
- Full-time
1+ year of sales experience in a business development, inside sales, or similar outbound-focused role.
Added 6 mins ago
G&
Forward Deployed AI Engineer
Groom & Associés / Associates
Montreal, QC · Greater Montreal Metropolitan Area
- $140,000 to $180,000 CAD / year
- Full-time
…combination of technology and professional services. A dedicated business unit develops operational applications used directly in retail stores across multiple categories, not only…
Added 6 mins ago
C
Financial Services Representative
CIBC
Toronto, ON
- Full-time
As a member of the Personal and Business Banking team, you’ll work in a fast-paced Banking Centre where you’ll make a meaningful difference in our clients’ lives. As a Financial Services…
Added 6 mins ago
ZS
Sales Representative - Ottawa, ON
Zedcor Security Solutions
Ottawa, ON
- Full-time
3+ years of professional sales experience in business development or B2B sales.
Added 6 mins ago
BS
Business Development Representative
Bulletproof Solutions Inc
Fredericton, NB
- Full-time
We need a rockstar BDR who crushes quotas! Our BDR team is the heartbeat of our business growth, finding new, quality opportunities and creating a “top of funnel” pipeline for our Account…
Added 21 mins ago
Bilingual Apprenticeship Training Coordinator
Business, Mining, Trade and Job Creation
Winnipeg, MB
Apprenticeship Manitoba, Workforce Development & Training
Added 21 mins ago
Documentation Management Lead
Borea
Levis, QC
Development and Maintenance of the Document Management System:
Added 35 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 35 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 35 mins ago
JW
Bilingual Customer Service Representative
Jamieson Wellness Inc.
Windsor, ON
- $45,700 to $68,500 CAD / year
- Full-time
Position Title: Bilingual Customer Service Representative
Added 35 mins ago
JW
Customer Service Representative
Jamieson Wellness Inc.
Windsor, ON
- $45,700 to $68,500 CAD / year
- Contract
Position Title: Customer Service Representative
Added 35 mins ago
SR
Construction Sales Representative
Stellar Recruitment Inc.
Vancouver, BC
- $100,000 to $120,000 CAD / year
- Full-time
Work closely with the internal team to share market insights, contribute ideas for product development, strengthen competitive positioning, and support broader business objectives.
Added 35 mins ago
AC
Member Service Representative l (Full-Time, Permanent) Gimli
Access Credit Union
Gimli, MB
- Full-time
Cross-sell all credit union products; solicit new members; foster business development through service excellence and product knowledge.
Added 36 mins ago
Project Manager
ATS Automation
Cambridge, ON
…Maintain regular contact (verbal and written) with key customer representative(s) ensuring all key project events and issues are documented in…
Added 50 mins ago
MC
Member Services Representative - Part-Time - Fonthill Branch
Meridian Credit Union
ON · Fonthill, ON
- $45,000 to $49,000 CAD / year
- Part-time
The Member Experience Representative will work alongside and align financial strategies and activities to support Meridian’s internal business partners – Wealth, Small Business, Mobile…
Added 50 mins ago
AP
Pest Technician - We'll Train! (Base Salary, Commission & Bonus included)
Abell Pest Control
Coquitlam, BC · Pitt Meadows, BC
- Full-time
…responsible for conducting thorough inspections to a variety of business including residential homes. They identify pest problems, choose an effective approach to eradicate pests and…
Added 50 mins ago
RS
Diesel Truck Technician Trainee
Ryder Supply Chain Solutions
Toronto, ON · CAN - Etobicoke ON Kipling Ave
- Full-time
…supply chain management solutions that enhance the way they do business. Building and maintaining a fleet takes time, resources, and expertise few companies can spare. At Ryder, we have a…
Added 50 mins ago
MH
Global Business Development Representative Manager
Maya HTT
Remote, Canada
- Full-time
- Remote
We are looking for a Global Business Development Representative Manager to lead Maya HTT’s business development capability across geographies and commercial motions. This role will…
Added 50 mins ago
TH
Group Product Manager
Top Hat
Remote, Canada
- Full-time
- Remote
…your decisions directly influence both product strategy and business…
Added 50 mins ago
A
Service Manager
ABB
Mississauga, ON
- Full-time
This role sits within ABB's Robotics business, a leading global robotics company. We're entering an exciting new chapter as we’ve announced the plan for SoftBank Group to acquire ABB…

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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