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Added 8 mins ago
AC
Member Service Representative I (Full-Time, Permanent) West End
Access Credit Union
Winnipeg, MB
- Full-time
The Member Service Representative (MSR) provides a high standard of financial service to existing and potential members, processing transactions and building relationships while promoting…
Added 23 mins ago
Director of Programming and Operations
University of Guelph
Guelph, ON
…administrative direction across a broad and dynamic portfolio. As a member of the department's senior leadership team, the Director champions programming excellence, operational…
Added 23 mins ago
RS
Opportunités d’emploi – Techniciens diesel
Ryder Supply Chain Solutions
Quebec, QC · Vanier
- Full-time
Le Technicien III doit être capable d'effectuer la majorité des tâches de maintenance lourde et de service sur les véhicules Ryder avec un minimum de soutien. Il travaille avec l'aide d'un…
Added 23 mins ago
Investment Representative, Scotia iTRADE - Ottawa, ON (French/Mandarin/Cantonese)
Scotiabank
Ottawa, ON
Scotia iTRADE is a top Canadian brokerage committed to helping investors achieve their goals through exceptional service, unique educational tools and resources, and a personalized digital…
Added 23 mins ago
Customer Service Representative - Barrie Financial Centre, Barrie (30 hrs/week)
Scotiabank
Barrie, ON
Our Customer Experience Associates are people-centric and connect with customers in a relatable way. As an essential member of the Canadian Banking Branch network, the focus is to provide…
Added 23 mins ago
Health Care Aide - Certified
Winnipeg Regional Health Authority
Portage la Prairie, MB
Demonstrated ability to perform as a team member and seek assistance as needed.
Added 23 mins ago
Home Care Attendant
Winnipeg Regional Health Authority
MB · Vita, MB
Under the direction of the Resource Coordinator - Home Care, the Home Care Attendant (HCA) functions as a member of the Home Care team and is responsible for the provision of personal care…
Added 23 mins ago
LH
2600002502 - Registered Practical Nurse
Lakeridge Health
Ajax, ON
- Full-time
Demonstrates a commitment to customer service when dealing with patients, colleagues, volunteers and other members of the community and public;
Added 38 mins ago
Customer Care Representative-Victoria, BC
Sonova AG
Victoria, BC
…clinic environment? Are you passionate about providing customer service that exceeds…
Added 53 mins ago
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Financial Services Representative (English and French speaking)
CIBC
Mississauga, 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
CH
Senior Building Manager, Portfolio Support & Training
Co-operative Housing Federation BC
Vancouver, BC
- Full-time
As a senior on-site representative of Community Land Trust (CLT), the Senior Building Manager works independently to support property operations, residents, Boards of Directors,…
Added 1 hour ago
B
Investment Associate, Private Wealth
BMO
Markham, ON · UPMA
- Full-time
…managing and growing client relationships through the delivery of service and advice. Assesses individual client investment needs to provide professional, customized investment-related…
Added 1 hour ago
Case Coordinator
Winnipeg Regional Health Authority
Steinbach, MB
Reporting to the Manager Health Services, the Case Coordinator will operate with a high degree of independence as a member of the multidisciplinary team. The incumbent is responsible for…
Added 1 hour ago
Administrative Support (Clerk 4)
The Government of Nova Scotia
Halifax, NS
Employment Equity Statement: Our goal is to be a diverse workforce that is representative, at all job levels, of the citizens we serve. The Government of Nova Scotia has an Employment…
Added 1 hour ago
NC
Member Associate (Temporary)
Northern Credit Union
Pembroke, ON
- Full-time
The Member Associate proactively ensures members receive exceptional service by identifying cross-selling opportunities and referring members to the appropriate sales representative,…
Added 1 hour ago
MO
Bilingual Leasing Portfolio Representative
Meridian OneCap Credit Corp.
Burnaby, BC · Toronto, ON · Montreal, QC · Etobicoke, ON
- $59,800 to $65,000 CAD / year
- Full-time
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 1 hour 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 1 hour ago
AF
Outside Sales Representative
Action Furnace
Red Deer, AB
- Full-time
Reporting to the Director of Edmonton Operations, the Outside Sales Representative will be responsible for giving world-class in-home presentations and closing sales in homes. They will…
Added 1 hour 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 1 hour ago
D
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 1 hour 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 2 hours ago
M
Manulife Bank, Contact Centre Supervisor
Manulife
Montreal, QC
- Full-time
…coaching, mentoring, and development opportunities to each team…
Added 2 hours ago
PT
Electrician
Paladin Technologies
Fort St. John, BC
- Full-time
In addition to the installation, service, and maintenance of integrated low-voltage systems this position will have the opportunity to work on traditional electrical components as well. If…
Added 2 hours 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
…Communities which continues the TTC’s legacy of delivering service to hundreds of millions of customers a year. The TTC’s new vision and mission statements also help promote the many…
Added 2 hours ago
TT
Sheet Metal Worker (13445)
Toronto Transit Commission (TTC)
Toronto, ON · Greater Toronto Area, Canada
- Full-time
…Communities which continues the TTC’s legacy of delivering service to hundreds of millions of customers a year. The TTC’s new vision and mission statements also help promote the many…

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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