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Added 20 mins ago
S
Financial Advisor, Investment & Retirement Planning - Timberlea, Fort McMurray, Alberta
Scotiabank
Fort McMurray, AB
- Full-time
Exhibiting a natural curiosity to uncover and solve for client’s needs, deliver trusted financial advice to clients regarding their investments and retirement planning.
Added 20 mins ago
DH
Creative Services Advisor
De Havilland Aircraft of Canada Limited
Calgary, AB
- Full-time
Community engagement and sponsorship event visuals
Added 50 mins ago
H
Director Progam Planning & Support
HealthCareersInSask.ca
Saskatoon, SK
- Full-time
…to enable an innovative and positive working climate and a client-centric culture. The Director must work cross functionally within the portfolio and across the organization to support…
Added 1 hour ago
TU
Team Lead, VFMP Patient Program
The University of British Columbia
Vancouver, BC
- $6,143.67 to $8,830.25 CAD / month
- Full-time
…practical skills-development in collaboration with partners who are representative of those community members the students will serve in clinical practice. This includes engaging with…
Added 1 hour ago
C
Financial Service Representative ( Cantonese )
CIBC
Toronto, ON
- Full-time
…meaningful difference in our clients’ lives. As a Financial Services Representative, you’ll foster key relationships with clients, understand their financial and personal goals, provide…
Added 1 hour ago
C
Financial Services Representative II
CIBC
Oshawa, ON
- Full-time
…meaningful difference in our clients’ lives. As a Financial Services Representative, you’ll foster key relationships with clients, understand their financial and personal goals, provide…
Added 1 hour ago
C
Financial Services Representative II
CIBC
Calgary, AB
- Full-time
You will be joining the Personal and Business Banking team, as the Financial Services Representative II you’ll work in a fast-paced Banking Centre where you’ll make a meaningful difference…
Added 1 hour ago
C
Contact Centre Representative (Credit Counsellor, Client Account Management)
CIBC
Toronto, ON
- Full-time
Client engagement – Speak with clients to understand their priorities, advise them on solutions, and provide a forward-looking financial plan. Use your knowledge of cash management, credit,…
Added 1 hour ago
Financial Advisor, Investment & Retirement Planning - Timberlea, Fort McMurray, Alberta
Scotiabank
Fort McMurray, AB
Exhibiting a natural curiosity to uncover and solve for client’s needs, deliver trusted financial advice to clients regarding their investments and retirement planning.
Added 1 hour ago
IS
AI Solutions Architect
Iris Software Inc.
Toronto, ON
- Contract
Serve as the primary Iris representative and point of contact for the client initiative.
Added 1 hour ago
C
Financial Services Representative II
CIBC
Mississauga, ON
- Full-time
…meaningful difference in our clients’ lives. As a Financial Services Representative, you’ll foster key relationships with clients, understand their financial and personal goals, provide…
Added 1 hour ago
C
Client Associate
CIBC
Calgary, AB
- Full-time
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…
Added 2 hours ago
H
Director Progam Planning & Support
HealthCareersInSask.ca
Saskatoon, SK
- Full-time
…to enable an innovative and positive working climate and a client-centric culture. The Director must work cross functionally within the portfolio and across the organization to support…
Added 2 hours ago
G
Senior Design Project Manager
GagaMuller
Regina, SK
- Full-time
…Commissioning Managers, Design Consultants, Contractors, and Client Representatives, you will oversee design strategy, programme integration, technical governance, risk management, and…
Added 2 hours ago
Creative Services Advisor
Westerkirk
Calgary, AB
Community engagement and sponsorship event visuals
Added 3 hours ago
D
Business Development Manager | Toronto
Digicast
Toronto, ON
- Full-time
This role is focused on new client acquisitions, with a strong emphasis on proactive prospecting and outreach.
Added 6 hours ago
AM
Pre-Planning Director
Arbor Memorial Inc.
Burlington, ON
- Full-time
…Ontario are currently recruiting a full-time Pre-Planning Sales Representative to join our Sales…
Added 6 hours ago
NB
BANKING ADVISOR
National Bank of Canada
Saint-Constant, QC · St Constant, QC
- Full-time
Required skills: Brand Ambassadorship, Client Education, Client Engagement, Client-focused, Digital literacy, Driving Results, Empathy, Finance, Funding, Information Analysis, Insurance,…
Added 15 hours ago
JC
Sales Associate, Yorkdale Shopping Center
Jimmy Choo
Toronto, ON
- $19 to $21 CAD / hour
- Full-time
…have a drive to achieve results and a passion for customer engagement. As a Sales Associate, you are a brand representative with the ability to multitask and a focus on building lasting…
Added 15 hours ago
JC
Sales Associate, Toronto Premium Outlet
Jimmy Choo
Halton Hills, ON
- $19 to $21 CAD / hour
- Full-time
…have a drive to achieve results and a passion for customer engagement. As a Sales Associate, you are a brand representative with the ability to multitask and a focus on building lasting…
Added 16 hours ago
IW
Senior Manager, Business Development
IG Wealth Management
MB · Manitoba, Canada
- Full-time
Own the end-to-end candidate experience, providing proactive, high-touch support from initial engagement through onboarding.
Added 16 hours ago
IW
Senior Manager, Business Development
IG Wealth Management
BC · British Columbia, Canada
- Full-time
Own the end-to-end candidate experience, providing proactive, high-touch support from initial engagement through onboarding.
Added 17 hours ago
IW
Senior Manager, Business Development
IG Wealth Management
AB · Alberta, Canada
- Full-time
Own the end-to-end candidate experience, providing proactive, high-touch support from initial engagement through onboarding.
Added 17 hours ago
MF
Advisor Associate - Hamilton
MD Financial Management | Gestion financière MD
Mississauga, ON
- Full-time
…best practices and professional codes of conduct related to client engagement, taking Scotiabank’s risk appetite and culture into consideration relative to day-to-day activities and…
Added 19 hours ago
V
Royalmount Senior Sales Associate
Versace
Montreal, QC
- Full-time
…have a drive to achieve results and a passion for customer engagement. Success starts with being an entrepreneur- by acting as a strong brand representative in the community you will grow…

CIBC

Client Associate

Calgary, AB, Canada

Full-time

Apply About employer

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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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