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Added 8 mins ago
O
Field Service Technician (Warehouse Automation)
OPEX
Surrey, BC
- Full-time
…maintenance, troubleshooting and repair of material handling equipment. We look for individuals who are mechanically inclined with a strong background in electronics and some software. OPEX…
Added 8 mins ago
Warehouse Associate - Loader/Unloader - 2nd Shift
Cintas
Kawartha Lakes, ON · Lindsay, ON
Cintas is seeking a Warehouse Associate – Loader/Unloader to support the Rental Division. Loader/Unloaders are responsible for driving company trucks to designated areas in the facility for…
Added 8 mins ago
FH
Client Partner, Respectful Workplace
Fraser Health
Surrey, BC
- Full-time
Desirable Certifications: Completion of Mediation Skills 1, Conflict Coaching Level 1 courses, and an Associate Certificate in Workplace Conflict.
Added 24 mins ago
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Full Time Warehouse Worker
Domino's
Cambridge, ON
- Full-time
…across Canada, Hawaii and Alaska. They provide fresh dough, equipment and supplies to franchise and company-owned Domino’s stores in the U.S. and Canada. In 2019 alone, these centers made…
Added 39 mins ago
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Associate, Warehouse
Shoppers Drug Mart
Calgary, AB
- Full-time
Reporting directly to the Supervisor, Supply Chain, the Warehouse Associate is responsible for carrying out daily warehouse tasks related to receiving, material handling, inventory, and…
Added 39 mins ago
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Part-Time OMNI Customer Fulfillment Associate
Walmart
Charlottetown, PE
- Part-time
Working as an OMNI Customer Fulfillment Associate at Walmart Canada is a great opportunity to build valuable skills in a fast‑paced retail environment. In this role, you pick, pack, and…
Added 39 mins ago
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(CAN) OMNI Customer Fulfillment Associate
Walmart
Oshawa, ON
- Part-time
Working as an OMNI Customer Fulfillment Associate at Walmart Canada is a great opportunity to build valuable skills in a fast‑paced retail environment. In this role, you pick, pack, and…
Added 39 mins ago
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(CAN) Dairy Frozen Associate Overnight 11pm-7am
Walmart
Markham, ON
- Part-time
Working as a Dairy/Frozen Associate at Walmart Canada is a great opportunity to build valuable skills in a fast paced retail environment. In this role, you deliver excellent customer…
Added 39 mins ago
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(CAN) Consumables Associate
Walmart
Markham, ON
- Part-time
Working as a Consumables Associate at Walmart Canada is a great way to develop your skills in the retail industry. The Consumables Associate is a customer service champion that contributes…
Added 39 mins ago
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(CAN) Meat Associate
Walmart
Calgary, AB
- Part-time
Working as a Meat Associate at Walmart Canada is a great opportunity to grow your skills in a fast‑paced retail environment. In this role, you deliver outstanding customer service by living…
Added 39 mins ago
W
(CAN) Customer Service Manager
Walmart
Goderich, ON
- Full-time
Handles customer and associate concerns professionally, providing guidance and support as required to resolve issues and maintain a positive front-end experience.
Added 39 mins ago
W
(CAN) OMNI Customer Fulfillment Associate (Full Time)
Walmart
Alliston, ON
- Full-time
Working as an OMNI Customer Fulfillment Associate at Walmart Canada is a great opportunity to build valuable skills in a fast‑paced retail environment. In this role, you pick, pack, and…
Added 39 mins ago
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(CAN) Self Checkout Attendant/Part Time Temp
Walmart
Waterloo, ON
- Part-time
Performs physical tasks such as standing for extended periods, bending, and lifting inventory, equipment, or supplies weighing up to 20 lbs., and occasionally up to 50 lbs.
Added 39 mins ago
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(CAN) Consumables Associate
Walmart
North Sydney, NS
- Part-time
Working as a Consumables Associate at Walmart Canada is a great way to develop your skills in the retail industry. The Consumables Associate is a customer service champion that contributes…
Added 39 mins ago
W
(CAN) Self Checkout Attendant
Walmart
Kamloops, BC
- Part-time
Performs physical tasks such as standing for extended periods, bending, and lifting inventory, equipment, or supplies weighing up to 20 lbs., and occasionally up to 50 lbs.
Added 39 mins ago
W
(CAN) Maintenance Team Associate
Walmart
Terrace, BC
- Full-time
4.Assist in the inspection all maintenance and cleaning equipment to ensure proper working condition and ensures sufficient supplies are available.
Added 39 mins ago
W
(CAN) Dairy Frozen Associate
Walmart
Sherwood Park, AB
- Part-time
Working as a Dairy/Frozen Associate at Walmart Canada is a great opportunity to build valuable skills in a fast paced retail environment. In this role, you deliver excellent customer…
Added 54 mins ago
SI
Retail Print & Services Supervisor
Staples Inc.
Edmonton, AB
- Full-time
Technical acumen to operate computer and printing equipment.
Added 1 hour ago
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Warehouse Associate
EECOL
Lloydminster, AB
- Full-time
As a Warehouse Associate you will be performing warehouse tasks including receiving, picking, packing, shipping, machine operation, as well as general maintenance of assigned areas. You…
Added 1 hour ago
UC
Loss Prevention Associate, Full-Time
Uniqlo Canada
Toronto, ON · Scarborough, Ontario
- Full-time
Position: Loss Prevention Associate (Full-Time)
Added 1 hour ago
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(CAN) Part-Time Deli Associate
Walmart
Stratford, ON
- Part-time
Working as a Deli Associate at Walmart Canada is a great way to develop your skills in the retail industry. A Deli Associate provides exemplary customer service by adhering to the basic…
Added 1 hour ago
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self checkout attendant
Walmart
Leamington, ON
- Part-time
Performs physical tasks such as standing for extended periods, bending, and lifting inventory, equipment, or supplies weighing up to 20 lbs., and occasionally up to 50 lbs.
Added 1 hour ago
W
Customer Service Manager
Walmart
Leamington, ON
- Full-time
Handles customer and associate concerns professionally, providing guidance and support as required to resolve issues and maintain a positive front-end experience.
Added 1 hour ago
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(CAN) Préposé au stockage et aux chariots
Walmart
Baie-Comeau, QC
- Part-time
…handling, proper disposal procedures, and safe use of power equipment. Complete required equipment inspections before…
Added 1 hour ago
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(CAN) Préposé au stockage et aux chariots
Walmart
Alma, QC
- Part-time
…handling, proper disposal procedures, and safe use of power equipment. Complete required equipment inspections before…

CIBC

Client Associate (IR licensed) Wood Gundy

Oshawa, 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
Apply by: Nov 13, 2026
Posting language: English
Posted: Oct 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. 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.

Administrative Support - Maintain compliance standards in client dealings/client files. Conduct administrative activities and engage in administrative processes associated with supporting the IA(s) and teams. Engage in all marketing and business development activities and assist in the development of investment plans and written proposals for prospects and clients. As determined by the IA, assist in processes to direct assets into suitable financial products based on the client’s risk reward tolerances and demographic profile.
Organizational Skills - Support Investment Advisors by providing timely responses to client requests and maintaining compliance standards in all files. Enable team success by improving team productivity, proactively uncovering business opportunities, and helping to direct assets into the right financial products.
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. Work closely with your team to connect clients with the right 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

ON-Oshawa, 2 Simcoe St., 2nd 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

The Client Associate will work closely with Investment Advisors to manage portfolios and directly engage with high-net-worth clients to improve their experience. Responsibilities include providing administrative support, maintaining compliance standards, and assisting in the development of investment plans and marketing activities.

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 organizational and interpersonal skills.

Skills

Client engagement
Administrative support
Compliance standards
Business development
Investment planning
Financial products
Relationship building
Critical thinking
Portfolio management
Marketing activities
Analytical thinking
Customer experience
Work collaboratively
Communication

Benefits

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

Visa sponsorship

Not detected in the job text

Keywords

Investment Representative
CIRO-ID
CIBC Wood Gundy
High-net-worth clients
Portfolio management
Compliance
Investment plans
Business development
Financial services
Brokerage
Quotation equipment
Client experience
Investment Advisors
Registered Representative
Financial products
Marketing
Relationship management
Administrative support

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