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Added 24 mins ago
DR
Client Account Specialist
Dawn Recruiting Agency
Toronto, ON
- $50,000 to $60,000 CAD / year
- Full-time
This role is ideal for candidates with experience in positions such as: Customer Service Representative, Retail Sales Associate, Bank Teller, Financial Services Representative, Personal…
Added 24 mins ago
D|
Tax Associate
Distinct | North America
Concord, ON
- $75,000 to $90,000 CAD / year
- Full-time
Tax Associate | $75,000–$90,000 | Concord (Hybrid)
Added 25 mins ago
Customer Experience Associate - Rideau & William, Ottawa, ON (15 hours/week)
Scotiabank
Ottawa, 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 25 mins ago
Customer Experience Associate - Rideau & William, Ottawa, ON (15 hours/week)
Scotiabank
Ottawa, 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 41 mins ago
IM
Associate, Performance and Analytics, Reporting
Investment Management Corporation of Ontario (IMCO)
Toronto, ON
- Full-time
…requests, client requests, and investigating discrepancies. The Associate ensures the availability and accuracy of performance data provided to various…
Added 1 hour ago
RH
Business System Manager
Robert Half
Toronto, ON · Greater Toronto Area, Canada
- $120,000 to $135,000 CAD / year
- Full-time
Provide leadership and direction to an Associate System Manager.
Added 1 hour ago
B
Dynamics 365 Business Central Operations Manager
BDO
Hamilton, ON · Toronto, ON · Ottawa, ON · Vancouver, BC
- Full-time
Provide financial and accounting recommendations to clients operating on Business Central
Added 1 hour ago
Associate Corporate Financial Results and Reports, Bell Canada
Bell
Montreal, QC · Verdun, QC
As part of Bell Controllers organization, the Bank Reconciliation team is in the Accounting Services department and is responsible for the daily reconciliation of bank transactions as…
Added 1 hour ago
Associét(e), Solutions de placement
Connor, Clark & Lunn Financial Group Ltd.
Montreal, QC
Interested in joining one of Canada’s top performing asset managers? We are looking for an Associate, Investment Solutions to join our CC&L One team.
Added 1 hour ago
Strategic Sourcing - Strategic Sourcing Associate
Mohawk Medbuy Corporation (MMC)
ON · Thunder Bay, ON · Kingston, ON · London, ON · Toronto, ON · Oakville, ON · Burlington, ON · Chatham-Kent, ON
We are currently recruiting for a full-time Strategic Sourcing Associate to support our Furniture, Fixtures and Equipment (FF&E) team within our Strategic Sourcing team.
Added 2 hours ago
T
Personal Banking Associate
TD
Belleville, ON
- Full-time
…with their financial needs? We are seeking a Personal Banking Associate for our branch office who can guide customers to the appropriate staff member for resolving their financial queries…
Added 2 hours ago
T
Personal Banking Associate
TD
Toronto, ON
- Part-time
…with their financial needs? We are seeking a Personal Banking Associate for our branch office who can guide customers to the appropriate staff member for resolving their financial queries…
Added 2 hours ago
RD
Client Experience Associate
RBC Dominion Securities
Collingwood, ON
- Full-time
Added 3 hours ago
S-
Operation and Finance Associate
SMC - Service Mecanicien Caulfield Inc.
Montreal, QC
- Full-time
Bilingual Operations & Finance Associate / Associé(e) aux opérations et finances
Added 4 hours ago
NB
Analyst or Associate XVA
National Bank of Canada
Montreal, QC
- Full-time
A career as an Analyst or Associate in the XVA team at National Bank offers an opportunity to sit in the middle of the risk management activity of our corporate clients, by offering a wide…
Added 5 hours ago
C&
Client Coordinator and Quality Control Associate
C & V Income Tax Services
London, ON
- Internship
…attitude are essential. Additionally, as the Quality Control Associate, you will be the final checkpoint for identifying and correcting any errors before documents are delivered to clients.…
Added 5 hours ago
RD
Client Experience Associate
RBC Dominion Securities
Collingwood, ON
- Full-time
…our leading wealth management firm as an Client Experience…
Added 7 hours ago
MW
Backend Engineer (Golang)
Mai Wealth
Engineer, BC
- Full-time
As a Financial Operations Associate, you will work on day-to-day financial operations, transaction processing, data reconciliation and cross-functional issue resolution in a fintech…
Added 8 hours ago
JH
Client Service Associate
Jackson Hewitt Tax Service Inc.
Williamsburg, ON
- Full-time
Join our team as a Client Service Associate and be the friendly face for all those who visit our offices, ensuring exceptional client experiences and providing essential support. In this…
Added 8 hours ago
A
Senior Associate - Investment Consulting
Aon
Toronto, ON
- Full-time
As a senior associate, you will help empower results for our clients by delivering innovative and effective solutions within Aon, in our Calgary, Alberta office.
Added 8 hours ago
C&
Finance Associate
C & V Income Tax Services
London, ON
- Internship
Your role will be working beside the Finance Associate, you will assist in invoicing our clients electronically through Quickbooks online. You will assist in printing out payments received…
Added 8 hours ago
S
ASSISTANT PROFESSOR OF MARKETING-CHAPMAN UNIVERSITY
Scales4research.com
Montreal, QC · Urban agglomeration of Montreal, QC
- Full-time
…Entrepreneurship and Analytics (EMEA)Working TitleAssistant/Associate Professor in Marketing - 3386Vacancy TypeTenure Track FacultyMin T/E RequirementsThe successful candidate will have a…
Added 8 hours ago
RB
Client Experience Associate
Royal Bank of Canada
Collingwood, ON
- Full-time
…our leading wealth management firm as an Client Experience…
Added 9 hours ago
WC
(CAN) Bureau de la comptabilité
Walmart Canada
Rouyn-Noranda, QC
- Full-time
Confirms appropriate amount of currency in Accounting Office upon opening, after final deposit and prior to closing the office daily and calibrates the teller mate machine weekly or as…
Added 9 hours ago
WC
(CAN) Préposé de soutien des bureaux
Walmart Canada
Rouyn-Noranda, QC
- Full-time
Position Summary...Working as an Office Support Associate at Walmart Canada is a great opportunity to build valuable skills in retail operations and customer service. In this role, you…

CIBC

Client Associate (IR licensed) Mandarin speaking

Toronto, ON, Canada

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

Apply About employer

Applications open in a new tab.

Job details

Pay: The expected annualized base salary range for this role is $51,500 to $60,200.
Job type: Full-time
Apply by: Oct 13, 2026
Posting language: English
Posted: Oct 5, 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.

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

Fully bilingual. Mandarin and English speaking and writing.
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).
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.

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

Toronto-200 King St. W., 8th

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. You will also work closely with Investment Advisors to support business development and proactively improve the client experience.

Requirements

Candidates must be fully bilingual in Mandarin and English and hold a current Investment Representative (IR) accreditation with CIRO-ID. Previous experience in the financial services or brokerage industry is required.

Skills

Analytical Thinking
Business Development
Business Documentation
Customer Experience
Developing Proposals
Financial Products
Investment Portfolios
Marketing Activities
Transaction Banking
Work Collaboratively
Mandarin Fluency
Investment Advice
Relationship Management
Critical Thinking
Client Engagement

Benefits

Incentive pay
Banking benefits
Benefits program
Defined benefit pension plan
Employee share purchase plan
Vacation offering
Wellbeing support
Points-based recognition program
Purpose Day

Visa sponsorship

Not detected in the job text

Keywords

Client Associate
Investment Representative
CIBC Wood Gundy
CIRO-ID
Investment Portfolios
Business Development
Relationship Management
Financial Services
Brokerage
Mandarin
Investment Advice
Client Engagement
Portfolio Management
Risk Tolerance
Investment Planning
Brand Awareness
Critical Thinking
Banking
Pension Plan
Employee Share Purchase Plan

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