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Added 13 mins ago
D
Health, Safety and Environment (HSE Advisor)
Dexterra
Vancouver, BC
- Full-time
…far-reaching presence across North America with hundreds of full-time and part-time opportunities available at any given time. We strive to provide our employees with more than just a job -…
Added 13 mins ago
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Human Resources Manager
Univeris
Toronto, ON
- $95,000 to $110,000 CAD / year
- Full-time
…firsts in Canadian mutual fund distribution including real-time processing, web access, built-in compliance, plus GIC and segregated funds processing capabilities. Technology innovation is…
Added 13 mins ago
Senior Talent Acquisition Specialist
I M P Group International Inc.
Dorval, QC
…excellence, we redefine the way you fly, ensuring unparallelled service and unforgettable experience. Our success is driven by a team of over 550 dedicated employees who all share the same…
Added 28 mins ago
YO
Payroll and HRIS Specialist
YMCA of Southern Interior BC
Kelowna, BC
- Full-time
This role offers something unique: time to improve the work before fully taking it over. From now until May 31, 2027, you'll work alongside the current incumbent to learn the payroll cycle…
Added 28 mins ago
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Associate Counsel (Remote)
Jerry.ai
Remote, Canada
- $105,000 to $150,000 USD / year
- Full-time
- Remote
Please note: Jerry.ai is only able to hire full-time salaried employees who currently reside in AZ, CA, CO, FL, GA, IL, MA, NC, NJ, NV, NY, OR, TN, TX, UT, VA, or Ontario, Canada, and…
Added 28 mins ago
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Financing Specialist - Agriculture
RBC
Guelph, ON · Strathroy-Caradoc, ON · Woodstock, ON
- Full-time
…exceptional client experience by being a trusted strategic advisor who provides superior business, financial and credit advice, and support portfolio management. You partner with…
Added 28 mins ago
R
Banking Advisor
RBC
Chandler, QC
- Full-time
As part of RBC's commitment to providing exceptional client service and achieving its business objectives, the ability and willingness to travel or work from any RBC location listed in this…
Added 44 mins ago
Advisor - Translation and Internal Communications
Sobeys Capital Incorporated or a Franchise/Affiliate / ou une franchise/société affiliée
Montreal, QC
Sobeys is full of exciting opportunities, and we are always looking for bright new talent to join our team! We currently have a full time opportunity for a Translation and Internal…
Added 44 mins ago
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Mobile Mortgage Advisor
CIBC
Toronto, ON
- Full-time
Role Description The Mobile Mortgage Advisor is a full-time role based in Toronto, ON, with a hybrid work arrangement that combines on-site client engagement with some work-from-home…
Added 59 mins ago
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Legal Counsel and Manager, Contracts and Governance | Permanent Full Time (1.0 FTE) | CHEO Research Institute
CHEO
Canada
- Full-time
TERM: Full-time (1.0 FTE, 37.5 hours per week), permanent
Added 1 hour ago
Director, Securities Operations
The Canada Life Assurance Company
ON · Mississauga Ontario, ON
…managers and clients across IPC One, Private Wealth and the retail advisor environment. Reporting to the VP, Operations, you will lead a complex and evolving securities operation, ensuring…
Added 1 hour ago
RC
International Tax - Managing Director
RSM Canada
Toronto, ON
- Full-time
Serve as a Career Advisor, mentor, coach or team leader to one or more employees, which will include providing honest and timely performance feedback – approximately 10- 20% of your time
Added 1 hour ago
IS
Inside Sales - Academic Intake Specialist
IHE School - Interior Heavy Equipment Operator School
Calgary, AB
- Full-time
You will be a trusted advisor, coach, and advocate, helping prospective students navigate an important life decision and take the first step toward a new career.
Added 1 hour ago
CL
Resident Advisor
Campus Living Centres
Barrie, ON
- Full-time
Education: Must be currently enrolled as a full-time student at the institution where the candidate will be working.
Added 1 hour ago
RU
International Tax - Managing Director
RSM US LLP
Calgary, AB · Toronto, ON
- Full-time
Serve as a Career Advisor, mentor, coach or team leader to one or more employees, which will include providing honest and timely performance feedback – approximately 10- 20% of your time
Added 1 hour ago
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Administrative Assistant-Bilingual
CIBC
Quebec, QC · Ste.-Foy, QC
- Full-time
CIBC’s Wood Gundy team is the full-service brokerage division of CIBC serving our high net worth clientele. As an Administrative Assistant you will be responsible for providing…
Added 1 hour ago
Pipefitter
Pembina Pipeline Corporation
Redwater
…operations along the hydrocarbon value chain allow us to offer a full state of midstream and marketing services to our customers in the energy…
Added 2 hours ago
K
Student Success Manager
Kaplan
Edmonton, AB · KAP Edmonton University of Alberta
- $95,000 to $105,000 CAD / year
- Full-time
Provide direct supervision to full-time and casual staff, and indirect supervision to student staff and volunteers as required.
Added 2 hours ago
People Advisor
GHD Group Pty Ltd
Montreal, QC
…We are looking for someone who is organized, collaborative, service-oriented, and enjoys working in a fast-paced, people-focused…
Added 2 hours ago
SP
Compensation Advisor
Surrey Police Service
Surrey, BC
- $115,640 to $136,047 CAD / year
- Full-time
Surrey Police Service (SPS) is Surrey’s new municipal police agency. On November 29, 2024, SPS became the police of jurisdiction, and assumed responsibility and command for policing and law…
Added 2 hours ago
NC
Member Advisor 2
Northern Credit Union
Kenora, ON
- Full-time
Northern Credit Union is a full-service, locally operated financial institution offering personal and commercial banking services along with financial planning expertise to members across…
Added 2 hours ago
FW
Senior Business Architect
Future Works
Remote, Canada
- Contract
- Remote
…started and the road from here leads to becoming world's best Service-as-Software company. Regardless of the specific role, our ideal candidate will always have a keen interest in building…
Added 2 hours ago
SA
Parts Advisor
Somerville Auto Group
Toronto, ON
- Full-time
…reputation for integrity, quality, and exceptional customer service within the transportation industry. Rooted in strong family values and an entrepreneurial culture, we believe the best…
Added 2 hours ago
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Manager, Sales Compensation
Aviso
Toronto, ON
- $110,000 to $135,000 CAD / year
- Full-time
We Care - You do the right thing for clients, partners and colleagues. You build trusted relationships, champion service excellence, and contribute to a culture where people feel valued and…
Added 2 hours ago
BE
Accounts Manager
Battlefield Equipment Rentals
Collingwood, ON
- Full-time
Relationship-driven role: Be a trusted advisor to customers across your territory.

CIBC

Client Associate (IR licensed) CIBC Wood Gundy

Thornhill, ON, Canada

The expected annualized base salary range for this role is $51,500 to $60,200. · Full-time

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Job details

Pay: The expected annualized base salary range for this role is $51,500 to $60,200.
Job type: Full-time
Posting language: English
Posted: Oct 14, 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 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.

The expected annualized base salary range for this role is $51,500 to $60,200.

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 have Registered Representative (RR) licensing.
Financial Services and/or 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.
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

Thornhill-123 Commerce Valley

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, develop new business, and engage directly with high-net-worth clients. They are responsible for proactively identifying business opportunities and improving the overall client experience through personalized interactions.

Requirements

Candidates must hold a current Investment Representative (IR) accreditation with the Canadian Investment Regulatory Organization (CIRO-ID). Previous experience in the financial services or brokerage industry and proficiency with quotation equipment are required.

Skills

Analytical Thinking
Business Development
Business Documentation
Customer Experience
Developing Proposals
Financial Products
Investment Portfolios
Marketing Activities
Transaction Banking
Work Collaboratively
Client Engagement
Relationship Building
Critical Thinking
Investment Planning

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

Investment Representative
CIRO-ID
Registered Representative
Financial Services
Brokerage
Portfolio Management
Business Development
Client Engagement
Investment Planning
Risk Tolerance
Brand Awareness
Critical Thinking
Investment Advisors
High-net-worth
Quotation equipment
CIBC Wood Gundy

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