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Added 3 mins ago
P
PepsiCo Beverages Full-Time Sales Representative
PepsiCo
Calgary, AB
- Full-time
- Contract
As a Relief Sales Representative for PepsiCo Beverages Canada, you will be covering vacations and sick days for the Territory Sales Representatives. The goal of this entry level position is…
Added 3 mins ago
AF
Outside Sales Representative
Action Furnace
Red Deer, AB
- Full-time
…is to continuously provide our customers with an exceptional experience pillared by integrity, teamwork, learning, teaching, and embracing change. We provide above average compensation, an…
Added 3 mins ago
KP
Secondary LTO- Cobourg Collegiate Institute - 1.0 FTE (Transportation Technology qualifications Required)
Kawartha Pine Ridge District School Board
Cobourg, ON
- Full-time
Kawartha Pine Ridge District School Board is committed to a qualified workforce that is representative of the diversity of the people of Ontario and across the communities we serve. We…
Added 3 mins ago
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Temporary Student Supervision Monitor
HPEDSB - Hastings and Prince Edward District School Board
Belleville, ON
- Internship
Minimum of three (3) months of related experience working with adolescents, preferably in a school setting.
Added 3 mins ago
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Advisor, Business development and sales support
Desjardins
Montreal, QC
- Full-time
…and services through multiple distribution channels based on member/client needs and current strategies and practices. You help develop and maintain business relationships with important…
Added 4 mins ago
MO
Bilingual Leasing Portfolio Representative
Meridian OneCap Credit Corp.
Toronto, ON
- $59,800 to $65,000 CAD / year
- Contract
The Bilingual Leasing Portfolio Representative is responsible for providing straightforward and knowledgeable service through daily interactions to create a relationship of mutual trust and…
Added 4 mins ago
HD
Speech & Language Pathologist
Halton District School Board
Burlington, ON
- Full-time
Lived experience as a member of an equity-deserving group
Added 18 mins ago
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Senior Financial Analyst
Manulife
Toronto, ON · Montreal, QC
- Full-time
…forward-thinking team that thrives on innovation and collaboration. Every member of our team contributes to a supportive environment where we celebrate achievements and take pride in the…
Added 18 mins ago
M
Manulife Bank, Contact Centre Supervisor
Manulife
Montreal, QC
- Full-time
…coaching, mentoring, and development opportunities to each team…
Added 33 mins ago
PT
Electrician
Paladin Technologies
Fort St. John, BC
- Full-time
3-5 years of experience in a technical role within the integrated security industry.
Added 33 mins ago
TT
Operational Performance Specialist (13921)
Toronto Transit Commission (TTC)
Toronto, ON · Greater Toronto Area, Canada
- $91,109.2 to $113,895.6 CAD / year
- Full-time
…related field, or an equivalent combination of education and…
Added 33 mins ago
Education Facilitator & Infection Control Practitioner
Winnipeg Regional Health Authority
MB · Flexible in Manitoba, MB
…& Infection Control Practitioner participates as an active member of the Regional Staff Development, IP&C Department through collaboration in the planning, development, coordination,…
Added 48 mins ago
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Wealth Management Advisor
Desjardins
Quebec, QC · Caisse Desjardins de Limoilou
- Full-time
…loans and insurance products. You use your expertise to balance member/client satisfaction, business objectives, profitability and sound and prudent risk management. You work with various…
Added 49 mins ago
Senior Project Manager - Wastewater Treatment Services
CDM Smith
Burnaby, BC
Imagine a place committed to offering an unmatched employee experience. Where you work on projects that are meaningful to you. Where you play an active part in shaping your career journey.…
Added 1 hour ago
IM
Health And Safety Coordinator
Iron Maple
Dartmouth, NS
- Full-time
…Brennan. Together, they bring more than 120 years of construction experience to the…
Added 1 hour ago
G&
Forward Deployed AI Engineer
Groom & Associés / Associates
Montreal, QC · Greater Montreal Metropolitan Area
- $140,000 to $180,000 CAD / year
- Full-time
…considered. Candidates should bring at least three years of relevant…
Added 1 hour 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 1 hour ago
HR
Sales Associate - Retail
Hard Rock Hotel & Casino Ottawa
Ottawa, ON · Hard Rock Hotel & Casino Ottawa
- $18.42 CAD / hour
- Part-time
…may vary with employment status. To see our fill list of Team Member Benefits please visit our career site:…
Added 1 hour ago
CSSR2
UFA Co-operative Ltd.
St. Paul, AB
Reporting to the Store Manager or Assistant Store Manager, the Customer Sales & Service Representative (CSSR) delivers exceptional customer service while supporting the sale of agricultural…
Added 1 hour ago
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Customer Service Representative
BMO
Coquitlam, BC
- Part-time
…channels with BMO partners to deliver the desired customer experience and achieve overall business…
Added 1 hour ago
Documentation Management Lead
Borea
Levis, QC
As a member of the Operational Excellence team, the Documentation Coordinator is responsible for the organization, control, and compliance of documents within Borea’s Quality Management…
Added 1 hour ago
IA
CSH Warehouse Coordinator
IMP Aerospace & Defence
Halifax, NS
- Full-time
IMP is committed to Employment Equity and our goal is to be a diverse workforce that is representative at all job levels. We welcome applicants from Indigenous People, Visible Minority…
Added 1 hour ago
AC
Member Service Representative l (Full-Time, Permanent) Gimli
Access Credit Union
Gimli, MB
- Full-time
Additional experience and/or development from the Member Services Representative (MSR) position
Added 1 hour ago
Councillor's Administrative Assistant
City of Mississauga
Mississauga, ON
Assume primary responsibility for the review and distribution of all incoming mail, faxes, e-mails and telephone inquiries to appropriate staff member.
Added 1 hour ago
MC
Member Services Representative - Part-Time - Fonthill Branch
Meridian Credit Union
ON · Fonthill, ON
- $45,000 to $49,000 CAD / year
- Part-time
As our Member Experiences Representative, you will be joining a team of highly engaged financial service professionals who are dedicated to providing an exceptional Member Experience. In…

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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