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Added 11 mins ago
W
Supervisor
Wellington-Altus
AB · Toronto, ON · Calgary, AB
- Full-time
Assisting Advisor teams in resolving inquiries and addressing compliance issues quickly and accurately.
Added 11 mins ago
T
Bodily Injury Claims Advisor
TD
Calgary, AB · Burlington, ON
- Full-time
Added 11 mins ago
RB
Banking Advisor - Aurora, Newmarket (English and/or Mandarin, Cantonese, Russian, Turkish)
Royal Bank of Canada
Bradford West Gwillimbury, ON · Newmarket, ON · Richmond Hill, ON · ON · AURORA, Ontario
- Full-time
Banking Advisor - Aurora, Newmarket (English and/or Mandarin, Cantonese, Russian, Turkish)
Added 11 mins ago
D
Wealth Management Advisor
Desjardins
Quebec, QC · Caisse Desjardins de Limoilou
- Full-time
As a wealth management advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your…
Added 26 mins ago
XI
Director of Procurement
Xplore Inc.
Markham, ON
- Full-time
…Xplore - scope, structure, decision rights and interfaces with Finance, Legal, Engineering, Network Operations, IT and the business units - and lead the roadmap to get…
Added 26 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 41 mins ago
M
Licensed Assistant
Manulife
Burlington, ON
- Full-time
Manage the advisor’s calendar, including scheduling meetings, client appointments, and conference calls.
Added 41 mins ago
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CI Advisor I
BrokerLink
Alexis Whitecourt 232, AB
- Full-time
We are looking for a Commercial Insurance Advisor to join our Commercial IBU Service team in Whitecourt!
Added 55 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 55 mins ago
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IT Support Technician (Term)
MNP
Rimouski, QC
- Full-time
…to get the most out of their technology tools. As a trusted advisor, you’ll support, utilize, and maintain MNP’s technology to ensure smooth IT operations, enabling team members to work…
Added 55 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 55 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 1 hour 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 1 hour ago
IP
Licensed Assistant
iA Private Wealth
Ottawa, ON · Greater Ottawa Metropolitan Area
- Full-time
…registered representative who wants to grow over time toward an advisor role. Stone Gable Investment is looking for a motivated and detail-oriented Licensed Assistant to support an…
Added 1 hour ago
SG
Junior Quantitative Advisor-QIS
Societe Generale
Montreal, QC
- Full-time
Master’s degree in quantitative finance, mathematics, statistics, engineering, computer science, or a related discipline.
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
Leveraging strong Finance process expertise and a deep understanding of business planning, controls, and performance management, you act as a trusted advisor to Finance leadership - pairing…
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
Financial Advisor - Midland, ON
Scotiabank
Midland, ON
Added 1 hour ago
Financial Advisor - Yorkdale Shopping Centre, North York, ON (37.5 hours/week)
Scotiabank
Toronto, ON · North York, ON
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…
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…
Added 1 hour ago
Manager, CWM Analytics, GWM - Toronto/Ottawa
Scotiabank
Toronto, ON
Act as a trusted advisor to business leaders across Retail, Wealth, Risk, Finance, and other key functions.
Added 1 hour ago
Financial Advisor - Eglinton & Bathurst, Toronto, ON
Scotiabank
Toronto, ON · North York, ON
Added 1 hour ago
Senior Financial Advisor - 3rd Street, Medicine Hat, AB
Scotiabank
Medicine Hat, AB

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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