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Added 9 mins ago
AH
Executive Lead, Communications & Engagement
Alberta Health Services
AB · Greater Edmonton Metropolitan Area
- Full-time
…supports organizational growth, system transformation, and service excellence. Working closely with government, healthcare partners, service providers, and community organizations, the…
Added 1 hour ago
PH
Fractional Chief Financial Officer (CFO)
Panda Hub
Toronto, ON
- Full-time
…with trusted local auto detailers for eco-friendly, on-site service. Operating in cities across Canada and the U.S., we deliver top-tier auto detailing to your home, office, or condo with…
Added 1 hour ago
VF
Facility Operator
Vivo for Healthier Generations
Calgary, AB
- Full-time
…experiences where everyone has the opportunity to reach their full potential and contribute to healthier…
Added 1 hour ago
H
Global Mining Practice Business Development Leader
HDR
Corner Brook, NL
- Full-time
…close mining assets. Our multidisciplinary teams support the full mine life cycle - from resource development, planning, permitting and feasibility through detailed design, construction,…
Added 1 hour ago
Associate Director / Director, Financial Advisory
Teneo
Toronto, ON
Qualified accountant (CPA or equivalent), both time and exam qualified.
Added 1 hour ago
RB
Banking Advisor Intern
Royal Bank of Canada
Whistler, BC
- Full-time
Demonstrates digital banking tools and educational resources to enhance client engagement, enable product adoption, and create memorable service experiences.
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RB
Assistant Branch Operations Manager
Royal Bank of Canada
Ottawa, ON
- Full-time
Conflict Management, Customer Service, Customer Service Administration, Customer Service Management, Interpersonal Relationship Management, Online Customer Support, Oral Communications,…
Added 3 hours ago
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Private Banker
Royal Bank of Canada
Mississauga, ON
- Full-time
Put clients at the centre and bring the full power of RBC to them, introducing them to the right partner at the right time, such as a Wealth Management Advisor/Counsellor for long-term…
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RB
Client Advisor
Royal Bank of Canada
ON · GREATER SUDBURY / GRAND SUDBURY, Ontario
- Full-time
· Respond to client-initiated contact, assisting them with a full range of financial transactions
Added 3 hours ago
RB
Client Advisor Intern
Royal Bank of Canada
Whistler, BC
- Full-time
Assists clients across all branch areas with everyday banking transactions, ensuring accurate service and adherence to client service standards while building operational knowledge.
Added 3 hours ago
RB
Financial Advisor
Royal Bank of Canada
Halifax, NS
- Full-time
As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients by adding value in the moments that matter to them. You…
Added 3 hours ago
RB
Banking Advisor
Royal Bank of Canada
Mystery Lake, MB · THOMPSON, Manitoba
- Full-time
Respond to client-initiated contact, assisting them with a full range of financial transactions
Added 3 hours ago
RB
Associate Advisor
Royal Bank of Canada
Toronto, ON
- Full-time
Our Team is Growing - We’re Hiring an Associate Advisor in Toronto.
Added 3 hours ago
A
Commercial/Sales Account Director I
AMECO
Terrace, BC
- Full-time
The Commercial Account Director serves as a trusted advisor to customers and a key partner to internal business functions, developing commercial strategies that increase revenue,…
Added 3 hours ago
A
Commercial/Sales Account Director I
AMECO
Kitimat, BC
- Full-time
The Commercial Account Director serves as a trusted advisor to customers and a key partner to internal business functions, developing commercial strategies that increase revenue,…
Added 5 hours ago
CL
Director, Client Relationships Eastern Canada
Canada Life
London, ON
- Full-time
…relationships, support business growth, and deliver consistent service excellence. You will also play a critical role in developing talent, fostering a high-performance culture, and…
Added 5 hours ago
CL
Director, Client Relationships Eastern Canada
Canada Life
Halifax, NS
- Full-time
…relationships, support business growth, and deliver consistent service excellence. You will also play a critical role in developing talent, fostering a high-performance culture, and…
Added 5 hours ago
CL
Director, Client Relationships Eastern Canada
Canada Life
Toronto, ON
- Full-time
…relationships, support business growth, and deliver consistent service excellence. You will also play a critical role in developing talent, fostering a high-performance culture, and…
Added 5 hours ago
CL
Director, Client Relationships Western Canada
Canada Life
Calgary, AB
- Full-time
…relationships, support business growth, and deliver consistent service excellence. You will also play a critical role in developing talent, fostering a high-performance culture, and…
Added 5 hours ago
TD
Head of Performance Marketing
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- Full-time
HEAD OF PERFORMANCE MARKETING | Full-time, permanent
Added 5 hours ago
CL
Director, Client Relationships Western Canada
Canada Life
Vancouver, BC
- Full-time
…relationships, support business growth, and deliver consistent service excellence. You will also play a critical role in developing talent, fostering a high-performance culture, and…
Added 5 hours ago
CL
Director, Client Relationships Western Canada
Canada Life
Winnipeg, MB
- Full-time
…relationships, support business growth, and deliver consistent service excellence. You will also play a critical role in developing talent, fostering a high-performance culture, and…
Added 5 hours ago
BT
Senior Manager, Small Business Services
Baker Tilly Canada
Winnipeg, MB
- Full-time
We are looking for a full-time, permanent Senior Manager to lead our small business practice in Winnipeg, Manitoba. This role suits an experienced small business practitioner who knows…
Added 5 hours ago
Director, Product Taxation
The Canada Life Assurance Company
Winnipeg, MB · London, ON · Toronto, ON
We’re committed to supporting our employees through every stage of their career. Here’s what you can expect as a full-time or part-time permanent team member:
Added 5 hours ago
Director, Client Relationships Eastern Canada
The Canada Life Assurance Company
Halifax, NS · London, ON · Toronto, ON
…relationships, support business growth, and deliver consistent service excellence. You will also play a critical role in developing talent, fostering a high-performance culture, and…

CIBC

Client Associate (IR licensed) Wood Gundy

Toronto, 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 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

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

333 Bay Street, 28th floor

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

You will be responsible for managing and growing client portfolios through dedicated relationship management and trusted investment advice. You will also work closely with Investment Advisors to identify new business opportunities and enhance the overall client experience.

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
Relationship Management
Investment Advice
Client Service
Critical Thinking

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
Portfolio Management
High-net-worth clients
Financial Services
Brokerage
Investment Advice
Business Development
Client Engagement
Relationship Management
Investment Plans
Risk Tolerance
Brand Awareness
Marketing
Outreach
Critical Thinking
Investment Dealer
Client Experience
Financial Planning

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