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Added 9 mins ago
Sales Development Representative
Harris Computer
Toronto, ON · Office - Toronto - Richmond St
Full-time
TouchBistro is looking for a Sales Development Representative to join our Sales team in Toronto! Joining our SDR team, you will promote TouchBistro and build relationships with restaurant…
Added 9 mins ago
Financial Services Representative - Bracebridge
Kawartha Financial Services
Bracebridge, ON
Full-time
Financial Services Representative (Permanent, Full-time)
Added 9 mins ago
2026 Seasonal Customer Experience Representative
Indigo Books & Music
Sault Ste. Marie, ON
Part-time
Join our team in Sault Ste Marie, Canada, as a 2026 Seasonal Customer Experience Representative! This is a fixed-term seasonal position where you'll play a vital role in creating authentic…
Added 9 mins ago
Customer Experience Representative
Indigo Books & Music
Ancaster, ON · Hamilton, Ontario
$17.6 to $22 CAD / hour
Part-time
Ability to be mobile on the sales floor for extended periods of time
Added 9 mins ago
Member Services Rep
Crunch Fitness Canada
Calgary, AB
$15 CAD / hour
Part-time
Join our dynamic team as a Member Services Representative and be a key contributor to creating a warm, inviting atmosphere that enriches the lives of our team members and community. If…
Added 22 mins ago
Customer Experience Representative
Indigo
Hamilton, ON
$17.6 to $22 CAD / hour
Part-time
Ability to be mobile on the sales floor for extended periods of time
Added 22 mins ago
Trade Representative - Ottawa
Scotia Wealth Management
Ottawa, ON
Full-time
…the Team Lead, Client Services and Trade Centre, as a Trade Representative, you will be responsible for the effective facilitation of trade instructions and responding to on-line, telephone…
Added 24 mins ago
Outside Sales Representative
PFG | Performance Good Group
Calgary, AB
The Sales Representative position offers an exciting chance to fuel our company's growth. You'll oversee a broad array of existing independent convenience stores customers, driving sales…
Added 40 mins ago
Retail Sales Representative
Acosta
Quebec, QC
Part-time
This role offers you the unique opportunity to utilize your retail sales experience in a more strategic way through the development of direct sales, merchandising and POS placement. As a…
Added 40 mins ago
Personal Finance Advisor
Desjardins
L'Islet, QC · Caisse Desjardins du Grand-L'Islet
Full-time
Manage business relationships, assess member/client satisfaction and service quality, follow up and identify areas for improvement
Added 52 mins ago
HVAC Technical Support / Warranty Representative
Lifebreath
London, ON
Full-time
The Technical Support / Warranty Representative provides prompt, professional, and knowledgeable technical assistance to customers, contractors, wholesalers, and internal stakeholders. This…
Added 55 mins ago
Universal Banker I
CIBC
Toronto, ON
Full-time
…meaningful difference in our clients' lives. As a Financial Services Representative Universal Banker, you’ll proactively engage with clients and leverage CIBC’s best-in-class mobile and…
Added 55 mins ago
Customer Service Representative
Metso
Sudbury, ON · Burlington, ON · Montreal, QC · Prince George, BC · Wabush, NL
We are seeking a Customer Service Representative (Quote and Order Management Specialist) to join our Customer Service team. You will be responsible for managing the full quote-to-cash…
Added 55 mins ago
Trade Representative - Ottawa
Scotiabank
Ottawa, ON
…the Team Lead, Client Services and Trade Centre, as a Trade Representative, you will be responsible for the effective facilitation of trade instructions and responding to on-line, telephone…
Added 55 mins ago
Associate Representative - Customer Service
EECOL
Vancouver, BC
Full-time
As an Associate Representative - Customer Service, you will respond to customer inquiries by telephone, e-mail and/or walk-ins to provide inquiry or problem resolution. You will resolve…
Added 55 mins ago
Vice President, Client Service
Kantar
Toronto, ON
Full-time
This position reports to the President, Kantar Canada and will be part of our Division’s Leadership Team, along with our Client Partners, Head of Client Service, Sales Team, and Marketing.
Added 55 mins ago
Tire Technician
Kal Tire
Sparwood, BC
Temporary
Front Counter Sales Representative | Sparwood, BC | Seasonal/Temporary | $24.74/hour
Added 55 mins ago
Sales Associate, Seasonal
Crocs, Inc.
Mississauga, ON
As a Sales Associate at Crocs, you’re at the heart of crafting unforgettable experiences for our consumers. Whether you’re sharing the story behind our latest product drop, hyping up…
Added 55 mins ago
Sales and Merchandising Representative - Vancouver
Labatt Breweries of Canada
Vancouver, BC
Full-time
…you progress in the role, you should expect to develop your sales and industry knowledge in preparation for a future role as a Sales Representative with…
Added 1 hour ago
Roger Vivier - Client Advisor
Roger Vivier
Toronto, ON
Full-time
The Client Advisor is one of the most important assets for the brand, generating sales and profits for the company. The position requires a diversified mix of skills and capabilities, as…
Added 1 hour ago
Production Planner
Nice Group
Dorval, QC
Full-time
…solutions. And, as a global leader, we offer award-winning sales and marketing programs, technical support, and CEU training to the industry’s top…
Added 1 hour ago
Counter Sales
Hardware Specialty Ltd
Saint John, NB
Full-time
Join us as a Counter Sales Representative and become a vital part of a vibrant team dedicated to delivering outstanding service. We value proactive individuals who are eager to grow their…
Added 1 hour ago
Financial Service Representative - LendDirect Office 1501
LendDirect
Toronto, ON
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 1 hour ago
Financial Service Representative - LendDirect Office 1501
Attain Finance
Toronto, ON
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 1 hour ago
Inside Sales Rep (HVAC)
Lennox International
Regina, SK · Saskatoon, SK · Winnipeg, MB
$47,200 to $61,950 CAD / year
Full-time
This sales representative sells products, services and supplies to selected customers in a designated market area or accounts via inbound or outbound telephone contacts. The person in this…

CIBC

Client Associate

Burlington, ON, Canada

Pay: The expected annualized base salary range for this role is $50,840 to $59,350.
Job type: Full-time
Apply by: Sep 29, 2026
Posting language: English
Posted: Sep 22, 2026

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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

As a Client Associate, you will work closely with Investment Advisors at CIBC Wood Gundy to help manage their portfolios. 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.

The expected annualized base salary range for this role is $50,840 to $59,350.

The base salary is determined by a variety of factors, including the candidate’s skills, experience, and job-related knowledge, as well as geographic location and specific business needs. Our compensation philosophy supports ongoing growth and development, enabling progression within the salary range as team members advance in their roles.

In addition to base pay, compensation for this role includes participation in an annual discretionary incentive or bonus program.

We are committed to providing fair, equitable, and competitive compensation opportunities for all employees and we encourage open conversations about compensation throughout the recruitment process.

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.
Business Development – Proactively identify business opportunities for your team. Work closely with Investment Advisors to support business development activities and assist in the building of investment plans based on the client’s profile, goals, and risk/reward tolerance.
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.

Who you are

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 are Registered Representative (RR) licensed.
Brokerage industry experience and working knowledge of various quotation equipment is required.
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.
Values matter to you. You bring your real self to work, and you live our values - trust, teamwork, and accountability.

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 [email protected]
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

Burlington-390 Brant Street

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

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More about this job

Responsibilities

The Client Associate will work closely with Investment Advisors to manage portfolios and engage with high-net-worth clients to improve their experience. They are responsible for identifying business opportunities and supporting the development of investment plans based on client goals and risk tolerance.

Requirements

Candidates must be certified as an Investment Representative (IR) with the Canadian Investment Regulatory Organization (CIRO-ID) and be in good standing. Previous brokerage industry experience and proficiency with quotation equipment are required for this role.

Skills

Client engagement
Business development
Relationship building
Investment planning
Portfolio management
Critical thinking
Analytical thinking
Financial products
Investment portfolios
Marketing activities
Transaction banking
Work collaboratively
Business documentation
Customer experience

Benefits

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
High-net-worth clients
CIRO-ID
Investment Representative
Registered Representative
Brokerage
Portfolio management
Business development
Investment plans
Risk tolerance
Brand awareness
Outreach
Critical thinking
Trust
Teamwork
Accountability
Pension plan
Employee share purchase plan

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