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Added 5 mins ago
JP
Strategic Account Manager - Oncology
JAMP Pharma Group
Toronto, ON
- Full-time
Professional development programs and career advancement opportunities.
Added 5 mins ago
SW
Technical Inside Sales Representative
Stormtec Water Management
Delta, BC
- Full-time
Technical Inside Sales Representative - Bypass Division
Added 5 mins ago
CF
Outside Sales Representative - Food Distribution (GTA)
CTS Foods
Toronto, ON
- Full-time
…portfolio and customer base and are looking for a motivated Outside Sales Representative to help drive growth in the Greater Toronto…
Added 5 mins ago
M3
Senior Dimensional Engineer - Product Development
Metafold 3D
Toronto, ON
- Part-time
You’ll contribute directly to product development, work closely with customers, and represent Metafold in technical conversations throughout the sales cycle. This role suits someone who…
Added 5 mins ago
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Customer Service Representative (Motivator) - Burnaby Northgate
GoodLife Fitness
Burnaby, BC
- Part-time
Who is a Customer Service Representative (Motivator)?
Added 5 mins ago
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Business Development Associate
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Toronto, ON
- Full-time
Corpay is currently looking to hire a Business Development Associate. This position falls under our Cross Border line of business and is located in Toronto, Canada. In this role you’ll…
Added 5 mins ago
D
Personal Finance Advisor
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- Full-time
Mutual fund representative certificate – Autorité des marchés financiers
Added 5 mins ago
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Personal Finance Advisor
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Added 20 mins ago
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Technician I - Audio Visual
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Vancouver, BC
- $20.5 to $28.66 CAD / hour
- Full-time
…installation blueprints and plans from Project Managers and Sales Teams to complete…
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Electrician
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Prince George, BC
- $35 to $45 CAD / hour
- Full-time
…installation blueprints and plans from Project Managers and Sales Teams to complete installations of data and structured cabling systems. This role requires the ability and know-how to…
Added 20 mins ago
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Conseiller.ère, service à la clientèle - Lebeau
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Rouyn-Noranda, QC · Lebeau - Rouyn
- Full-time
Are you looking for an exciting and rewarding career as a Customer Service Representative, in a workplace where you can connect with customers, use modern tools and make a difference every…
Added 20 mins ago
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Retail Sales Associate (Full Time)
Best Buy Canada
Pembina, AB
- Full-time
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Added 20 mins ago
NU
Admissions Advisor - Canada
Niagara University
Vaughan, ON
- Part-time
…recruitment strategy within Ontario. The position serves as a primary representative of Niagara University to prospective students, families, high school counselors, community…
Added 20 mins ago
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Flight Control System Certification Specialist / Spécialiste de Certification des Systèmes de Commandes de Vol
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- Full-time
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Added 20 mins ago
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Business Development Representative
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Oakville, ON
- Full-time
The Business Development Representative is responsible for generating new business opportunities through proactive prospecting, effective qualification, and strong collaboration with…
Added 20 mins ago
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Business Development Representative
Klipboard
Oakville, ON
- Full-time
The Business Development Representative is responsible for generating new business opportunities through proactive prospecting, effective qualification, and strong collaboration with…
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Business Development Representative
Klipboard
Oakville, ON
- Full-time
The Business Development Representative is responsible for generating new business opportunities through proactive prospecting, effective qualification, and strong collaboration with…
Added 20 mins ago
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Business Development Representative
Klipboard
Oakville, ON
- Full-time
The Business Development Representative is responsible for generating new business opportunities through proactive prospecting, effective qualification, and strong collaboration with…
Added 20 mins ago
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Business Development Representative
Klipboard
Oakville, ON
- Full-time
The Business Development Representative is responsible for generating new business opportunities through proactive prospecting, effective qualification, and strong collaboration with…
Added 35 mins ago
H
Sales Representative
Haystack
Canada
- Full-time
This employer is hiring a Sales Representative to drive growth and bring new partners into a modern, security-first business continuity platform community. The role involves managing the…
Added 35 mins ago
BC
Conseiller.ère, service à la clientèle - Lebeau
Belron Canada inc
Rouyn-Noranda, QC
- Full-time
Are you looking for an exciting and rewarding career as a Customer Service Representative, in a workplace where you can connect with customers, use modern tools and make a difference every…
Added 35 mins ago
T
Part Time Sales Representative (Koodo) | Eaton Centre
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Toronto, ON
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Additional sales incentives like cash prizes, phones, accessories, and trips
Added 35 mins ago
L
Branch Manager - Office 1722
LendDirect
Saint John, NB
- Full-time
“After starting as a Financial Service Representative in late 2021 it was within a year, I quickly rose to being a Shift Lead. I trained diligently with my Branch Manager and Assistant…
Added 35 mins ago
L
Financial Service Representative - LendDirect Office 1694
LendDirect
Calgary, AB
- Full-time
“After starting as a Financial Service Representative in late 2021 it was within a year, I quickly rose to being a Shift Lead. I trained diligently with my Branch Manager and Assistant…
Added 49 mins ago
PT
Electrician
Paladin Technologies
Prince George, BC
- Full-time
…installation blueprints and plans from Project Managers and Sales Teams to complete installations of data and structured cabling systems. This role requires the ability and know-how to…

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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