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Added 1 min ago
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Customer Sales & Service Rep I
SiteOne Landscape Supply
Ottawa, ON
- Full-time
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Estate Insurance Associate
BMO
Toronto, ON · Vaughan, ON · VMC
- Full-time
Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite,…
Added 1 min ago
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Full-Time Sales Associate
Browns Shoes
Toronto, ON
- Full-time
Career advancement opportunities that support your ambition, including internal promotions to management.
Added 16 mins ago
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Specialist, Women’s Philanthropy (18 Month Contract)
UJA Federation of Greater Toronto
Toronto, ON · North York, ON
- Contract
Manage volunteer fundraising team, including relationship management, recruitment and collaboration with colleagues managing the additional volunteer fundraising teams. Extensive…
Added 16 mins ago
NB
Director Global Transaction Banking
National Bank of Canada
Montreal, QC
- Full-time
A career as a Director or Associate Director, Global Transaction Banking (GTB), within National Bank Capital Markets (NBCCM) means acting as a trusted advisor to a diversified group of…
Added 16 mins ago
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Associate Relationship Manager
Computershare
Calgary, AB
- Full-time
We are looking for an Associate Relationship Manager (ARM) to join our team. You will be responsible for providing day to day administrative support to the Relationship Managers (RM) by…
Added 16 mins ago
Customer Experience Associate - Yonge & Hillcrest, Toronto, ON (18.75 hours/week)
Scotiabank
Toronto, ON · North York, ON
As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve…
Added 46 mins ago
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Client Engagement Associate [Hourly]
CIBC
Hamilton, ON · London, ON · Eastgate Square - Hamilton
- Part-time
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.
Added 1 hour ago
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Seasonal Associate - Famous Footwear
Famous Footwear
ON · Greater St-Catharines-Niagara Metropolitan Area
- Temporary
As a Famous Footwear Seasonal Associate, you are passionate about providing the best shoe store experience for every customer. You do this by creating a welcoming environment and in-store…
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Store Associate
Sherwin-Williams
London, ON · Stoney Creek, ON
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Inventory Finance – Commercial Associate
Wells Fargo
Mississauga, ON
- Full-time
…commercial banking, business-to-business lending, customer relationship management and growing a commercial portfolio…
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WF
Inventory Finance – Analytics Associate
Wells Fargo
Mississauga, ON
- Full-time
Wells Fargo Inventory Finance is seeking to hire an Inventory Finance – Commercial Associate (Co-op) for 12 months starting May 2027 in the Mississauga office.
Added 1 hour ago
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Vendor Finance – Commercial Associate
Wells Fargo
Mississauga, ON
- Full-time
…vendors and have strong organizational, coordination and time management skills allowing you to handle multiple transactions in parallel. You are interested in being an integral part of the…
Added 1 hour ago
CO
Associate Orthodontist - Paleczny Orthodontics
Corus Orthodontists
Quebec, QC
- Internship
Associate Orthodontist – Partnership Opportunity
Added 1 hour ago
WC
(CAN) Staff Pharmacist
Walmart Canada
Brooks, AB
- Full-time
Establish and develop a strong working relationship with Professional Services District Manage and other stakeholders.
Added 1 hour ago
WC
(CAN) Staff Pharmacist
Walmart Canada
Brooks, AB
- Full-time
Establish and develop a strong working relationship with Professional Services District Manage and other stakeholders.
Added 1 hour ago
WC
Staff Pharmacist
Walmart Canada
New Westminster, BC
- Full-time
Establish and develop a strong working relationship with Professional Services District Manage and other stakeholders.
Added 1 hour ago
WC
Staff Pharmacist Full Time
Walmart Canada
Burnaby, BC
- Full-time
Establish and develop a strong working relationship with Professional Services District Manage and other stakeholders.
Added 1 hour ago
Retail Sales Associate, Sunrise Shopping Centre
Bell
Kitchener, ON
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Associate Portfolio Manager
RBC
Waterloo, ON
- Full-time
Client Counseling, Critical Thinking, Decision Making, Interpersonal Relationship Management, Interpersonal Relationships, Investment Banking, Investment Consulting, Investment Management,…
Added 1 hour ago
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Sales Associate Labrador Region
PAL Airlines
Happy Valley-Goose Bay, NL
- Full-time
We're looking for a Full-Time Fixed-Term Sales Associate who is passionate about Labrador and excited to help strengthen relationships throughout the region. In this role, you'll build…
Added 1 hour ago
CO
Associate Orthodontist - Shoreline Orthodontics
Corus Orthodontists
Campbell River, BC
- Full-time
…modern practice? Shoreline Orthodontics is excited to welcome an Associate Orthodontist to join our growing team, working alongside Dr. Paul Helpard, Dr. Michelle Kosmowski, and Dr. Amanda…
Added 1 hour ago
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Temporary Sales Associate
Coach
Ottawa, ON
- Part-time
The Sales Associate is the front‑line ambassador of the Coach brand. You will deliver an elevated, personalized shopping experience, meet personal and store sales goals, and support daily…
Added 1 hour ago
CO
Associate Orthodontist - Smile Big Orthodontics
Corus Orthodontists
AB · Alberta, Canada
- Full-time
Associate Orthodontist – Partnership Opportunity
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Temporary Sales Associate
Coach
Ottawa, ON
- Part-time
The Sales Associate is the front‑line ambassador of the Coach brand. You will deliver an elevated, personalized shopping experience, meet personal and store sales goals, and support daily…

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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