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Added 9 mins ago
Bilingual Apprenticeship Training Coordinator
Business, Mining, Trade and Job Creation
Winnipeg, MB
…important role that each person plays in delivering exceptional services, programs and support to the province. Your important contributions are recognized with a comprehensive package of…
Added 9 mins ago
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Nurse B - Clinical Coordinator
HealthCareersInSask.ca
Saskatoon, SK
- Part-time
Job Description: The Nurse Coordinator for the Provincial Pediatric Allergy/Immunology Program is responsible for coordinating and ensuring continuity of care for pediatric patients with…
Added 9 mins ago
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Nurse A - Registered Nurse General Duty Nurse
HealthCareersInSask.ca
Regina, SK
- Part-time
Job Description: HealthLine 811 is a technology rich, evolving provincial program that offers free, confidential health, mental health & addictions information and supportive telephone…
Added 9 mins ago
H
Nurse A - Registered Nurse General Duty Nurse
HealthCareersInSask.ca
Regina, SK
- Part-time
Job Description: HealthLine 811 is a technology rich, evolving provincial program that offers free, confidential health, mental health & addictions information and supportive telephone…
Added 9 mins ago
M
Licensed Assistant
Manulife
Burlington, ON
- Full-time
…comfortable managing a range of tasks in a fast-paced financial services…
Added 9 mins ago
CO
Assistant Program Coordinator - Youth
City of New Westminster
New Westminster, BC · Youth Services, British Columbia
- Full-time
- Temporary
As a central hub in the Metro Vancouver area, the City of New Westminster delivers a broad spectrum of urban services to over 92,000 residents. New Westminster is rich in history with a…
Added 9 mins ago
HR
Sales Associate - Retail
Hard Rock Hotel & Casino Ottawa
Ottawa, ON · Hard Rock Hotel & Casino Ottawa
- $18.42 CAD / hour
- Part-time
Mandatory Training Requirement: Successful candidates must be available to attend a mandatory three (3) day paid compliance and orientation program as part of the onboarding process.
Added 9 mins ago
Trades Helper
Public Service Delivery
Brandon, MB
…the labour supporting the delivery of the planned maintenance program and unplanned maintenance on facility grounds, plumbing components, HVAC equipment, pumps, and architectural components…
Added 23 mins ago
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Senior Project Manager – Operational Systems & Digital Solutions
CIMA+
Toronto, ON
- $125,440 to $172,440 CAD / year
- Full-time
This is not a corporate IT, managed services, system administration or software product development role. We are particularly interested in candidates whose technology experience has been…
Added 24 mins ago
NS
Director - Interprofessional Practice & Learning
Nova Scotia Health Authority
Halifax, NS
- $67.23 to $82.35 CAD / hour
- Full-time
…non-regulated), as well as for other care providers and support…
Added 24 mins ago
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Senior Project Manager – Operational Systems & Digital Solutions
CIMA+
Mississauga, ON
- $125,440 to $172,440 CAD / year
- Full-time
This is not a corporate IT, managed services, system administration or software product development role. We are particularly interested in candidates whose technology experience has been…
Added 24 mins ago
Registered Nurse, ENT Clinic
Nova Scotia Health and IWK Health
Halifax, NS
Department/Program: ENT Clinic, Children's Medical Care
Added 39 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
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…
Added 39 mins ago
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Diesel Truck Technician Trainee
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Added 39 mins ago
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Global Business Development Representative Manager
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Remote, Canada
- Full-time
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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 39 mins ago
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Housing Advisor (FT Permanent) - 6280G
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Access to our Employee and Family Assistance Program which provides free and confidential counselling, resources and services.
Added 54 mins ago
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- Full-time
The Service Associate (SA) is an integral member of the patient care unit, health care team, and environmental services program. The SA works in close collaboration with other team members…
Added 54 mins ago
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2600002939 - Registered Nurse
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…accessible. We are committed to employing a workforce that is representative of the diverse community we provide services to and welcome applications from all qualified applicants from all…
Added 54 mins ago
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Added 54 mins ago
PT Residential Community Living Worker (Kamloops)
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Connective is a dynamic non-profit organization that provides innovative programming in the social services sector. We strive to create safe, healthy, and inclusive communities for all.
Added 54 mins ago
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Team Lead, VFMP Patient Program
University of British Columbia
Vancouver, BC · VCH | Vancouver General Hospital - Gordon and Leslie Diamond Health Care Centre (VGHHCC)
- $6,143.67 to $8,830.25 CAD / month
- Full-time
As UBC’s MD Undergraduate Program (MDUP) expands and evolves in its approach to educational delivery across the province and within the Vancouver Fraser Medical Program (VFMP), it is…
Added 54 mins ago
Client Service Representative-C0778
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Provides excellent customer service to clients and program participants and other members of the public accessing services.
Added 54 mins ago
Bilingual Accounts Receivable Representative (Finance) (Healthcare) - Mississauga, ON
Arjo
Mississauga, ON
Position: Bilingual Accounts Receivable Representative
Added 54 mins ago
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Business Development Associate
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- Full-time
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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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