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Added 30 mins ago
Student Service Advisor (Temporary)
University of Alberta
Edmonton, AB
Full-time
There is also a continuing Student Service Advisor opportunity available. If you would like to be considered for both opportunities, please submit an application to both competitions.
Added 30 mins ago
Student Service Advisor
University of Alberta
Edmonton, AB
Full-time
There is also a Temporary Student Service Advisor opportunity available. If you would like to be considered for both opportunities, please submit an application to both competitions.
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Full-time
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…interested in learning more about this role, please review our “Financial Advisor Investment and Retirement planning”…
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Administrative Assistant
CIBC
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Full-time
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Accountant, Assurance and Accounting
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…clients’ unique needs within a rapidly evolving business and financial reporting landscape. As a trusted advisor, you’ll provide comprehensive, tailored financial information that…
Added 10 hours ago
Senior Data Engineer, Temporary
Aviso
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At Aviso, we are dedicated to improving the financial well-being of Canadians. As a leading wealth management organization, we are committed to leadership, innovation, partnership,…
Added 12 hours ago
Banking advisor
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A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and…
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Product Owner - Asset Management, Temporary
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At Aviso, we are dedicated to improving the financial well-being of Canadians. As a leading wealth management organization, we are committed to leadership, innovation, partnership,…
Added 12 hours ago
Product Owner - Asset Management, Temporary
Aviso Wealth
Remote, Canada
$70 to $85 CAD / hour
Full-time · Remote
At Aviso, we are dedicated to improving the financial well-being of Canadians. As a leading wealth management organization, we are committed to leadership, innovation, partnership,…
Added 12 hours ago
Product Owner - Asset Management, Temporary
Aviso Wealth
Remote, Canada
$70 to $85 CAD / hour
Full-time · Remote
At Aviso, we are dedicated to improving the financial well-being of Canadians. As a leading wealth management organization, we are committed to leadership, innovation, partnership,…
Added 15 hours ago
VP, Accounting & Controllership (Husky)
Husky Technologies
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Full-time
Added 16 hours ago
Insurance Advisor
deVere Group
Toronto, ON
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Added 16 hours ago
Co-op Accountant (January-April 2027)
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…clients’ unique needs within a rapidly evolving business and financial reporting landscape. As a trusted advisor, you’ll provide comprehensive, tailored financial information that…
Added 16 hours ago
Co-op Accountant, Assurance & Accounting (January 2027)
ACCA Careers
Hanover, ON
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…clients’ unique needs within a rapidly evolving business and financial reporting landscape. As a trusted advisor, you’ll provide comprehensive,…
Added 16 hours ago
Analyst / Senior Analyst, Infrastructure & Energy Transition Investment Banking
Astris Finance, LLC
Toronto, ON
Full-time
Astris Finance is an independent financial advisory firm founded in 2000, specializing in the Infrastructure and Energy sectors. With a strong track record in Project Finance and M&A,…
Added 20 hours ago
Sr. Technician- PCC
OhioMeansJobs Highland County
Montreal, QC · Urban agglomeration of Montreal, QC
Full-time
Added 21 hours ago
Banking Advisor
National Bank of Canada
Red Deer, AB
Full-time
A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and…

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

Apply About employer

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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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