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Added 2 mins ago
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Wealth Associate
National Bank of Canada
AB · Edmonton, AB
- Full-time
…Reporting to the regional manager, you will team up with a wealth advisor to offer an exceptional client experience. Collaboration and partnership will be key to your…
Added 2 mins ago
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Wealth Associate
National Bank of Canada
Calgary, AB
- Full-time
…Reporting to the regional manager, you will team up with a wealth advisor to offer an exceptional client experience. Collaboration and partnership will be key to your…
Added 2 mins ago
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Banking Advisor Jobs for Indigenous People
National Bank of Canada
Montreal, QC
- 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…
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Senior Account Manager Commercial Agri-Food
National Bank of Canada
Quebec, QC
- Full-time
…complex and varied duties will help you rapidly become a trusted advisor to your clients for their financial projects for companies located in the greater Quebec City…
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Senior Treasury Manager
National Bank of Canada
Vancouver, BC
- Full-time
A career as a Senior Treasury Manager at National Bank means acting as a trusted treasury advisor and strategic partner to Commercial Banking clients across the West Fraser Valley.
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NB
BANKING ADVISOR
National Bank of Canada
Laval, QC
- 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…
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Senior Account Manager Creative Industries
National Bank of Canada
Vancouver, BC
- Full-time
…and varied tasks will enable you to quickly become a trusted advisor to your…
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Chief Advisor Quantitative Risk Specialist
National Bank of Canada
Montreal, QC
- Full-time
…support trading, market risk and valuation control. As Chief Advisor – Model & Quantitative Specialist, you will lead and deliver audits focused on model risk, market risk methodologies and…
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NB
Wealth Associate
National Bank of Canada
Richmond Hill, ON
- Full-time
…Reporting to the regional manager, you will team up with a wealth advisor to offer an exceptional client experience. Collaboration and partnership will be key to your…
Added 9 hours ago
NB
Wealth Associate
National Bank of Canada
Quebec, QC
- Full-time
…Reporting to the regional manager, you will team up with a wealth advisor to offer an exceptional client experience. Collaboration and partnership will be key to your…
Added 9 hours ago
NB
Wealth Associate
National Bank of Canada
Sherbrooke, QC
- Full-time
…Reporting to the regional manager, you will team up with a wealth advisor to offer an exceptional client experience. Collaboration and partnership will be key to your…
Added 9 hours ago
NB
Banking advisor
National Bank of Canada
Gatineau, QC
- 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…
Added 9 hours ago
NB
Associate
National Bank of Canada
AB · Edmonton, AB
- Full-time
…Reporting to the regional manager, you will team up with a wealth advisor to offer an exceptional client experience. Collaboration and partnership will be key to your…
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Associate Vice President, Retirement
Gallagher
Toronto, ON
- Full-time
…thrive. Whether it’s shaping benefit strategies, designing wellbeing programs, or advising on workforce challenges, the work you do here creates meaningful change for businesses and the…
Added 21 hours ago
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Senior Benefits Consultant
Gallagher
Toronto, ON
- Full-time
…thrive. Whether it’s shaping benefit strategies, designing wellbeing programs, or advising on workforce challenges, the work you do here creates meaningful change for businesses and the…
Added 1 day ago
NB
Senior Advisor Financial Statements
National Bank of Canada
Toronto, ON
- Full-time
A career as a Senior Advisor in the fund accounting operations sector at National Bank means contributing to the delivery of various deliverables by working in synergy with your team.
Added 1 day ago
NB
Senior Advisor Tax and Transformation
National Bank of Canada
Montreal, QC
- Full-time
A career as a Senior Advisor, U.S. Tax Operations in the Tax activities team at National Bank is an opportunity to grow within a unifying group that is an essential contributor to decisions…
Added 1 day ago
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Développeur logiciel / Software developer
Airbus Aircraft
Montreal, QC
- Full-time
Added 1 day ago
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Banking advisor
National Bank of Canada
Joliette, QC
- 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…
Added 1 day ago
NB
Senior Advisor, Marketing Technology & Special Projects
National Bank of Canada
Montreal, QC
- Full-time
A career as a Senior Advisor, Marketing Technology and Special Projects in the Marketing team at National Bank Financial - Wealth Management means playing a key role in the transformation…
Added 1 day ago
NB
Banking advisor
National Bank of Canada
Montreal, QC
- 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…
Added 1 day ago
NB
Senior advisor campus recruitment
National Bank of Canada
Vancouver, BC
- Full-time
As a Senior Advisor, Campus Recruitment – Commercial Banking at National Bank, you will play a key role in the development and execution of the sector’s campus recruitment strategy.…
Added 1 day ago
NB
RETIREMENT STRATEGY ADVISOR
National Bank of Canada
Gatineau, QC
- Full-time
In addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family such as:
Added 1 day ago
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AI Security Associate Architect
Thomson Reuters
Toronto, ON · Canada, Toronto, Ontario
- Full-time
Through these activities, you will become a trusted technical advisor, build relationships across teams, mentor engineers, and improve our architecture review methods and knowledge base.…
Added 1 day ago
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Associate Financial Advisor - Rouyn-Noranda
CIBC
Rouyn-Noranda, QC · Principale & Perreault
- Full-time
…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 recommend simple,…

CIBC

Client Associate (IR licensed) Wood Gundy

London, ON, Canada

The expected annualized base salary range for this role is $49,440 $57,790. · Full-time

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Job details

Pay: The expected annualized base salary range for this role is $49,440 $57,790.
Job type: Full-time
Apply by: Oct 29, 2026
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 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.
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

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

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More about this job

Responsibilities

The Client Associate works closely with Investment Advisors to manage portfolios and develop new business opportunities. They directly engage with high-net-worth clients to provide support and proactively improve 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
Client engagement
Relationship building
Critical thinking
Investment planning

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

Client Associate
Investment Advisor
CIBC Wood Gundy
Investment Representative
IR
CIRO-ID
Registered Representative
RR
Financial Services
Brokerage
High-net-worth clients
Portfolio management
Business development
Investment plans
Risk tolerance
Client engagement
Relationship building
Critical thinking
Banking
Pension plan
Employee share purchase plan
Purpose Day

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