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Added 36 mins ago
FT
Outside Sales Representative, Calgary Moraine
Fountain Tire
Calgary, AB
- Other
…friendly and dedicated individual to join our team as an Outside Sales Representative to help grow our business and support our customers. If you enjoy building relationships and finding…
Added 1 hour ago
AG
Virtual Work from Home Position
AO Globe Life
Remote, Canada
- Full-time
- Remote
Join Our Team as a Remote Client Success Representative in Life Insurance – 100% Virtual!
Added 1 hour ago
US
Install Foreman
University Sprinkler Systems Inc
Delta, BC
- Full-time
University Sprinklers is the largest irrigation and landscape lighting installation and service company in Canada. We have a dedicated team of over 100 employees, offering services to over…
Added 1 hour ago
SD
Inside Sales Representative
SRS Distribution Inc.
Regina, SK
- Full-time
The primary function of Inside Sales is to provide product knowledge on building materials to new and existing customers.
Added 1 hour ago
SD
Customer Service Representative/Dispatch
SRS Distribution Inc.
Owen Sound, ON
- Full-time
The customer service representative must provide exceptional customer service to all customers and employees. The ideal candidate should thrive in a fast-paced, hands-on environment.…
Added 2 hours ago
KS
Retail Sales Consultant
Kognitive Sales Solutions
Delta, BC
- Full-time
Kognitive Sales Solutions, is seeking highly motivated sales-oriented individuals who can create excitement and connections with consumers in-store. As a Field Marketing Representative, you…
Added 2 hours ago
S
Technical Service Engineering
Shred-tech
Cambridge, ON
- Full-time
Follow up on all new unit sales and sign off on all new systems on behalf of service.
Added 3 hours ago
NB
Banking Advisor
National Bank of Canada
Blainville, QC
- Full-time
This role offers opportunities for development. By obtaining your mutual fund representative licence, if you don’t already have it, you’ll be able to progress in your role and expand your…
Added 3 hours ago
NB
Banking Advisor
National Bank of Canada
Kelowna, BC
- Full-time
Hold a mutual fund representative (MFR) licence with minimum 2 years sales experience
Added 3 hours ago
GF
Customer Service Representative (Motivator) - Calgary Trinity Hills at Olympic Park
GoodLife Fitness
Calgary, AB
- Part-time
Who is a Customer Service Representative (Motivator)?
Added 3 hours ago
GF
Customer Service Representative (Motivator) - Edmonton Southpark Centre
GoodLife Fitness
AB
- Part-time
Who is a Customer Service Representative (Motivator)?
Added 3 hours ago
C
Mobile Financial Services Representative
CIBC
Boucherville, QC · Brossard, QC · Candiac, QC · Saint-Bruno, QC
- Full-time
Sales and Service Execution- Deliver consistent client service excellence and strong sales results to meet performance targets. Demonstrate service excellence by being visible and…
Added 3 hours ago
Lead Alterations Specialist
David's Bridal
Woodbridge, ON
…them and taking care of them with one of the highest customer service scores in…
Added 3 hours ago
Service Centre Representative (Thompson, MB)
Manitoba Blue Cross
Thompson, MB
The Service Centre Representative provides administrative and customer direction for the centre’s counselling services. Duties include in-person customer engagement and counsellor support,…
Added 4 hours ago
T
In-Person Career Event - TD Wealth, Financial Planning - Vancouver - Oct 20th, 2026
TD
Burnaby, BC · Coquitlam, BC · Port Coquitlam, BC · Richmond, BC · Surrey, BC · Vancouver, BC
- Full-time
…protection to provide highly personalized advice, solutions and service to clients. The Financial Planning team understands that helping clients set and achieve their financial goals while…
Added 4 hours ago
T
Financial Planner-North Shore
TD
North Vancouver, BC
- Full-time
…protection to provide highly personalized advice, solutions and service to clients. The Financial Planning team understands that helping clients set and achieve their financial goals while…
Added 4 hours ago
T
Financial Planner
TD
Maple, ON · Vaughan, ON
- Full-time
Collaborating with your team to achieve shared objectives while enhancing the client experience and demonstrating a commitment to service excellence
Added 4 hours ago
TH
Associé(e) mise en marché - Temps partiel
The Home Depot Canada
Saint-Bruno-de-Montarville, QC · St-Bruno-de-Montarville, QC
- Part-time
Merchandising Execution Associates (MEAs) perform in-store merchandising service activities such as merchandising projects, planogram maintenance, overhead organization, and display/signage…
Added 4 hours ago
TG
Planet Fitness - Overnight Member Services Representative - Part Time - Dartmouth
Taymax Group
Dartmouth, NS
- Part-time
We are looking for a Member Services Representative to join our team! This position will be responsible for creating a positive member experience by providing a superior level of customer…
Added 4 hours ago
AU
Représentant Livreur / Route Sales Representative
Alsco Uniforms
Montreal, QC
- Full-time
The Delivery Representative meets our customers needs through up-selling/cross-selling and provides superior customer service through proactively managing all route responsibilities.…
Added 4 hours ago
C
Client Associate (IR licensed) CIBC Wood Gundy
CIBC
St. John's, NL
- Full-time
…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…
Added 4 hours ago
WM
Associés aux ventes – temps plein - Carrefour Laval
Wow! Mobile Boutique
Laval, QC
- Full-time
Added 4 hours ago
VC
Inside Sales Representative
Viessmann Climate Solutions
Langley (District), BC · Langley, BC
- $33,000 to $83,000 CAD / year
- Full-time
Viessmann is looking for a dynamic Inside Sales Representative to join our team in Langley, BC. In this role, you’ll be the operational backbone of our sales engine - ensuring flawless…
Added 4 hours ago
WS
Job Developer
WCG Services
Prince George, BC
- Full-time
Job Development Services are provided in WorkBC Centre and the community at employer locations depending on the type of service and individual client needs. Clients in Job Development…
Added 4 hours ago
GP
Représentant(e) des ventes et du développement des affaires
Global Payments Inc.
AB · Edmonton, AB
- Full-time
Make your mark at one of the biggest names in payments. We’re looking for a Business Development Representative to join our ever-evolving SMB Sales team and help shape the future of global…

CIBC

Client Associate (IR licensed) Wood Gundy

Winnipeg, MB, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Oct 7, 2026
Posting language: English
Posted: Sep 29, 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.

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).
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.
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 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

Winnipeg-One Lombard Place

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 Investment Advisors to manage portfolios, develop new business, and support high-net-worth clients. They are responsible for proactively identifying business opportunities and improving the overall client experience through personalized engagement.

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
Relationship Building
Client Engagement
Investment Planning

Benefits

Competitive salary
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
Wood Gundy
CIBC
High-net-worth clients
Investment portfolios
Business development
Financial services
Brokerage
Quotation equipment
Client engagement
Relationship building
Investment plans
Risk tolerance
Critical thinking
Accountability
Teamwork
Trust
Purpose Day
Pension plan

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