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Added 5 mins ago
AI
Customer Sales and Service Representative
Applied Industrial Technologies - Canada
Saskatoon, SK
- Full-time
…motivated individual to fill the position of Customer Service Representative at our Saskatoon, Saskatchewan…
Added 7 mins ago
A
Client Service Representative - Strathmore
ATB
Strathmore, AB
- Full-time
Ready for tomorrow: We want to enable your success through interesting and challenging work, performance enablement, and learning and development.
Added 7 mins ago
A
Client Service Representative - Camrose
ATB
Camrose, AB
- Full-time
Ready for tomorrow: We want to enable your success through interesting and challenging work, performance enablement, and learning and development.
Added 7 mins ago
EC
Outside Sales
Eaton Corporation
Ajax, ON · Bancroft, ON · Belleville, ON · Clarington, ON · Cobourg, ON · Kawartha Lakes, ON · Kingston, ON · Mississauga, ON · Oshawa, ON · Peterborough, ON · Pickering, ON · Port Hope, ON · Prince Edward, ON · Quinte West, ON · Whitby, ON
- Full-time
Eaton’s Electrical Sector is seeking an Outside Sales Representative to join our team, supporting customers across the Central Ontario Eastern Corridor. This field-based role includes a…
Added 7 mins ago
EC
Field Service Technician
Eaton Corporation
Calgary, AB · Edmonton, AB · Fort McMurray, AB
- Full-time
…that meet the unique needs of our clients. As a Field Service Representative, you will be an integral part of our team, working on-site with clients to ensure their electrical systems are…
Added 20 mins ago
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Managing Director
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Montreal, QC
- Full-time
The Managing Director leads the organization's overall business performance and is accountable for profitable growth, market position, customer value, operational effectiveness, and…
Added 20 mins ago
RT
Fire Commissioner - Government of Nova Scotia
Royer Thompson
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- Full-time
…multidisciplinary team. Responsibilities include strategic and business planning, financial and human resource management, risk management, statutory reporting, establishing accountability…
Added 20 mins ago
Y
B2B Sales Development Representative
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Toronto, ON · North York, ON
- $60,000 to $70,000 CAD / year
- Full-time
This is an expansion role designed to support the continued growth and scaling of our Sales Development team. Our Sales Development team members are at the forefront of our growth,…
Added 20 mins ago
NS
Administrative Assistant - Primary Health Care Network
Nova Scotia Health Authority
NS · Nova Scotia, Canada
- Full-time
Post-secondary diploma in a recognized office administration, business administration or secretarial program
Added 20 mins ago
A
Commercial/Sales Account Director I
AMECO
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- Full-time
…commercial growth initiatives across the region through strategic business development, market expansion, and key account management. This role is responsible for building and maintaining…
Added 20 mins ago
RH
Inside Sales Representative
Robert Half
Delta, BC
- Full-time
Strong business development and relationship-building skills
Added 21 mins ago
F
Sales Representative
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- Full-time
As our Sales Representative, you will be responsible for developing and executing a sales plan. You will build and maintain relationships with key clients, identify and qualify new project…
Added 21 mins ago
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Sales Representative
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- Full-time
The Sales Representative will contribute to the sales of the company. This position is responsible of promoting the continuous growth of the assigned customers as well as the development of…
Added 21 mins ago
BF
Outside Sales Representative
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- Full-time
As an Outside Sales Representative for Folding Cartons Packaging, you will be responsible for identifying and developing new business opportunities to expand the organization’s customer…
Added 21 mins ago
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- Full-time
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Added 21 mins ago
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Junior Sales Representative
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Role Description: This full-time, on-site Junior Sales Representative role is based in Toronto, ON. The Junior Sales Representative will support the sales team by identifying prospects,…
Added 21 mins ago
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Regional Administrative Manager
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- Full-time
…of education and experience.• Hold a valid CIRO Investment Representative licence.• Demonstrate experience within the wealth management industry, ideally in branch operations,…
Added 21 mins ago
ES
Facility Manager - Toronto
Equans Services Canada & US
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Strong ability to establish and maintain effective business relationships with customers, suppliers and subcontractors, ensuring high levels of customer satisfaction;
Added 21 mins ago
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Team Leader, Construction Services
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- Full-time
Promote and manage business development opportunities
Added 21 mins ago
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BDC Service Representative (Brampton North Nissan)
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Brampton North Nissan is looking to add a BDC Service Representative to join our growing family.
Added 21 mins ago
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Sales Representative
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- Full-time
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Added 21 mins ago
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Intermediate or Senior Marine Biologist
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- Full-time
Support and lead business development including proposals and marketing events.
Added 21 mins ago
PF
Customer Service Representative
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- Full-time
We are seeking a customer-focused and detail-oriented Customer service representative Foreign exchange teller to join our Burnaby branch.
Added 21 mins ago
CC
Route Service Representative
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Cambridge, ON
- Full-time
Cintas is seeking a Route Service Representative to manage and grow customer accounts in the Rental Division. Our partners drive a truck along an established route and service and sell…
Added 21 mins ago
A
Commercial/Sales Account Director I
AMECO
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- Full-time
…commercial growth initiatives across the region through strategic business development, market expansion, and key account management. This role is responsible for building and maintaining…

CIBC

Client Associate (IR licensed) Wood Gundy

St. John's, NL, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

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 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.
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

St. John's-215 Water St. 8th

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 support Investment Advisors in managing portfolios, developing new business, and engaging with high-net-worth clients. They are responsible for maintaining compliance standards, assisting with investment plans, and proactively improving 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 organizational and interpersonal skills.

Skills

Analytical Thinking
Business Development
Business Documentation
Customer Experience
Investment Planning
Financial Products
Portfolio Management
Marketing
Compliance
Relationship Building
Communication
Critical Thinking
Administrative Support
Networking
Team Productivity

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
CIBC Wood Gundy
High-net-worth clients
Portfolio management
Compliance
Investment plans
Business development
Financial services
Brokerage
Client engagement
Administrative support
Investment products
Risk reward tolerances
Marketing
Networking
Analytical thinking
Critical thinking
Customer experience
Registered Representative

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