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Added 41 mins ago
Bilingual Equipment Finance Associate - RCAP Leasing
RBC
Burlington, ON
Full-time
The Equipment Finance Associate plays a key national middle office role in mitigating credit, client, reputational and operational risks related to simple and complex leasing processes,…
Added 41 mins ago
Senior Associate
Robert Half
Winnipeg, MB
Full-time
EXCITING CAREER OPPORTUNITIES WITH THE INDUSTRY LEADER – For more than 70 years, our history of success and strong client relationships provide a level of stability few companies can match.
Added 1 hour ago
Housekeeping-Janitorial Supervisor, Full Time
Compass Group Canada
Dubreuilville, ON
Full-time
…Functions of the department. Personnel Management includes new associate training and evaluation in accordance with Compass Standards, Client Contract and applicable Union Collective…
Added 1 hour ago
Business Development Specialist, full-time position
City Wide Facility Solutions
Burnaby, BC
$43,000 to $55,000 CAD / year
Full-time
Manage and update the Customer Relationship Management (CRM) database (Microsoft Dynamics), including - scheduled calls, updated client records, notes from each call, and appointments set
Added 1 hour ago
Business Development Specialist, full-time position
City Wide Facility Solutions
Vancouver, BC
$43,000 to $55,000 CAD / year
Full-time
Manage and update the Customer Relationship Management (CRM) database (Microsoft Dynamics), including - scheduled calls, updated client records, notes from each call, and appointments set
Added 1 hour ago
Associate, Genesis, Client Trading Operations
MUFG Investor Services
Halifax, NS
Full-time
Prepare and validate trading documentation for capital commitments, subscriptions, redemptions, switches, and transfer trades in line with client and fund requirements.
Added 1 hour ago
Sales Associate - Gift & Gourmet
Holt Renfrew
Toronto, ON
Full-time
The Sales Associate develops deep, long lasting relationships with customers that lead to an increase in sales, service, and loyalty. Sales Associate compensation is commission-based and is…
Added 2 hours ago
Client Experience Specialist
Edward Jones
Penticton, BC
Full-time
If you’re looking for a fulfilling career, the Client Experience Specialist role at Edward Jones may be the right opportunity for you. The Client Experience Specialist works with multiple…
Added 2 hours ago
PIA Client Service Associate
TD
Montreal, QC
Full-time
…value clients? If so, then get onboard for the position of PIA Client Service Associate. In this role, you will provide dedicated specialized administrative support to an Investment Advisor…
Added 3 hours ago
Customer service associate - seasonal position
La Maison Simons
Gatineau, QC
Temporary
Added 4 hours ago
Gestionnaire, Omnimarketing - McCafé | Associate Manager, Omni Marketing - McCafé
Keurig Dr Pepper
Montreal, QC
Full-time
Soutenir le lancement d'innovations McCafé en garantissant une activation omnicanale solide et une exécution client efficace.
Added 4 hours ago
Customer Care Specialist - Health Care (Fixed-Term Contract) / Spécialiste du service à la clientèle – Soins de santé (contrat à durée déterminée)
Convatec
Dorval, QC · DOR-Dorval
Full-time
…En tant que membre clé de l’équipe de gestion de la relation client, vous contribuerez à l’atteinte et au dépassement des objectifs en interagissant avec les consommateurs grâce aux appels…
Added 4 hours ago
Associate Financial Advisor
CIBC
Lethbridge, AB
Full-time
…you’ll make a meaningful difference in our clients' lives. As an Associate Financial Advisor, you’ll form a deep understanding of your personal and small business clients’ needs as you…
Added 4 hours ago
Associate Relationship Manager, Business Banking (Toronto/ GTA)
CIBC
Vaughan, ON
Full-time
…closely with a Relationship Manager, Business Banking to support client origination, relationship and portfolio management processes as well as assist with client specific financing and…
Added 4 hours ago
Client Associate (IR licensed) Wood Gundy
CIBC
London, ON
Full-time
As a Client Associate, you will work closely with an Investment Advisor at CIBC Wood Gundy to help manage their portfolios and develop new business. You will directly engage with…
Added 4 hours ago
Client Associate (IR licensed) Wood Gundy
CIBC
Toronto, ON
Full-time
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…
Added 4 hours ago
Financial Associate Wood Gundy
CIBC
Vancouver, BC
Full-time
CIBC’s Wood Gundy team is the full-service brokerage division of CIBC serving our high net worth clientele. As a Client Support Associate, you will work closely with investment advisors at…
Added 4 hours ago
Administrative Associate, Wood Gundy-Bilingual
CIBC
Montreal, QC
Full-time
As a member of CIBC Wood Gundy, you will be responsible for building and growing Wood Gundy client portfolios through specialized relationship management, reliable investment advice and…
Added 4 hours ago
Licensed Administrative Associate
CI Financial
Cornwall, ON
Full-time
Are you a highly organized, client-focused professional who enjoys building relationships and making a meaningful impact?
Added 4 hours ago
Associate Director, Commercial Banking (Corporate Finance Group)
BMO
Toronto, ON · FCP
The Associate Director plays a critical role in supporting the growth and risk‑management objectives of the portfolio. This role requires a combination of advanced financial analysis,…
Added 5 hours ago
Senior Tax Associates
Stern Cohen LLP
Toronto, ON
Full-time
We are looking for an experienced Senior Tax Associate to join our tax specialist team.
Added 5 hours ago
Wealth Associate
National Bank of Canada
Oakville, ON
Full-time
A career as a Wealth Associate at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will help wealth advisors to…
Added 6 hours ago
Part Time Sales Associate
JD Sports / Livestock / Size?
Quebec, QC
Part-time
Our Retail team is looking for a part-time sales associate at our Galeries de la Capitale location. Come be a part of our quickly growing and developing team at JD Sports Canada. You will…
Added 6 hours ago
Client Service Associate - Commercial Insurance
BFL CANADA
Vancouver, BC
Full-time
We are looking for a Client Service Associate to join our team in our Vancouver office!
Added 6 hours ago
Warehouse Associate, Shipper Receiver, Driver, Full Time
Group Compass Ltee
Pickering, ON
Full-time
Must have lived in Canada for a minimum of five years - client requirement

CIBC

Client Associate (IR licensed) Wood Gundy

London, ON, Canada

Pay: The expected annualized base salary range for this role is $49,440 $57,790.
Job type: Full-time
Apply by: Oct 9, 2026
Posting language: English
Posted: Sep 24, 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

What you’ll be doing

As a Client Associate, you will work closely with an Investment Advisor 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 $49,440 $57,790.

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.

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

London-255 Queens, 2200

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

The Client Associate will work closely with an Investment Advisor to manage portfolios, develop new business, and engage with high-net-worth clients. They are responsible for identifying business opportunities and improving the overall client experience through proactive communication and relationship building.

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 is required, along with strong critical thinking and interpersonal skills.

Skills

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

Benefits

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

Visa sponsorship

Not detected in the job text

Keywords

Investment Representative
CIRO-ID
Investment Advisor
High-net-worth clients
Portfolio management
Business development
Financial services
Brokerage
Client engagement
Relationship building
Critical thinking
Investment plans
Risk tolerance
Marketing
Outreach
CIBC Wood Gundy
Registered Representative

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