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Added 23 mins ago
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Lake Country and Northern Ontario Opportunities (Multiple Locations)
CIBC
Barrie, ON · Chatham-Kent, ON · Dryden, ON · Forest, ON · Fort Frances, ON · Goderich, ON · Hearst, ON · Huntsville, ON · Kapuskasing, ON · ON · Kirkland Lake, ON · Listowel, ON · Manitouwadge, ON · Mitchell, ON · Moosonee, ON · Owen Sound, ON · Petrolia, ON · Port Elgin, ON · Red Lake, ON · Sarnia, ON · Sault Ste. Marie, ON · Sioux Lookout, ON · Stratford, ON · Strathroy, ON · Sudbury, ON · Temiskaming Shores, ON · Thunder Bay, ON · Timmins, ON · Walkerton, ON · Wingham, ON
- Full-time
…meaningful difference in our clients’ lives. As a Financial Services Representative, you’ll foster key relationships with clients, understand their financial and personal goals, provide…
Added 23 mins ago
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Financial Services Representative II
CIBC
Victoria, BC
- Full-time
…meaningful difference in our clients’ lives. As a Financial Services Representative, you’ll foster key relationships with clients, understand their financial and personal goals, provide…
Added 23 mins ago
Financial Advisor, Investment & Retirement Planning - PICKERING TOWN CENTRE
Scotiabank
Pickering, ON
Exhibiting a natural curiosity to uncover and solve for client’s needs, deliver trusted financial advice to clients regarding their investments and retirement planning.
Added 1 hour ago
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Client Associate (IR licensed) Wood Gundy
CIBC
St. John's, NL
- Full-time
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…
Added 2 hours ago
Media Sales Representative
Best Version Media
Brantford, ON
Strategize: Design each client’s full answer - their place in the neighbourhood’s magazine, plus digital ads and their online presence - one program that works together, not one ad at a…
Added 2 hours ago
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Universal Banker
CIBC
Comox, BC
- Full-time
…meaningful difference in our clients' lives. As a Financial Services Representative Universal Banker, you’ll proactively engage with clients and leverage CIBC’s best-in-class mobile and…
Added 3 hours ago
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Ottawa Head Event Supervisor
Puppy Sphere
Ottawa, ON
- $20 CAD / hour
- Part-time
Oversee the planning and execution of private events, and serve as the main point of contact for the client. Ensure all details are handled seamlessly from start to finish (run of show,…
Added 3 hours ago
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Financial Services Representative (Cantonese/Mandarin)
CIBC
Toronto, ON
- Full-time
…meaningful difference in our clients’ lives. As a Financial Services Representative, you’ll foster key relationships with clients, understand their financial and personal goals, provide…
Added 3 hours ago
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Financial Services Representative II
CIBC
Toronto, ON
- Full-time
…meaningful difference in our clients’ lives. As a Financial Services Representative, you’ll foster key relationships with clients, understand their financial and personal goals, provide…
Added 3 hours ago
HI
Client Care Representative - Personal Lines Retention Trainee
HUB International
Chilliwack, BC
- Full-time
Are you a driven advisor who thrives on proactive client engagement, identifying coverage gaps, and meeting retention goals? If so, this is the CAREER for you!
Added 3 hours ago
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Bilingual Business Development Representative (Engineering) - Montreal, QC
Victaulic
Montreal, QC · Quebec, QC
- Full-time
Notre engagement envers nos gens repose sur quatre piliers :
Added 4 hours ago
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Financial Services Representative II
CIBC
Kelowna, BC
- Full-time
…meaningful difference in our clients’ lives. As a Financial Services Representative, you’ll foster key relationships with clients, understand their financial and personal goals, provide…
Added 4 hours ago
C
Financial Services Representative II
CIBC
Vancouver, BC
- Full-time
…meaningful difference in our clients’ lives. As a Financial Services Representative, you’ll foster key relationships with clients, understand their financial and personal goals, provide…
Added 4 hours ago
HI
Client Care Representative – Auto Insurance Trainee
HUB International
Nelson, BC
- Full-time
A collaborative, high-performing culture with meaningful engagement, community impact through HUB Gives and genuine room to grow your career
Added 5 hours ago
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Business Development Representative (Engineering) - Toronto, ON
Victaulic
Brampton, ON · Toronto, ON · Ontario - Toronto
- Full-time
We’re looking for a Business Development Representative to join our team in the GTA. Reporting to the Engineering Solutions Manager, you’ll play a crucial role in driving growth and…
Added 5 hours ago
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Business Development Representative (Engineering) - Vancouver, BC
Victaulic
Surrey, BC · British Columbia
- Full-time
We’re looking for a Business Development Representative to join our team in Vancouver, BC. Reporting to the Engineering Solutions Manager, you’ll play a crucial role in driving growth and…
Added 5 hours ago
KS
Field Sales Representative
Kognitive Sales Solutions
Calgary, AB
- Full-time
Proactively approach customers in-store and walk them through the features and value of our client's credit card products
Added 5 hours ago
KS
Sales Representative
Kognitive Sales Solutions
Windsor, ON
- Full-time
Proactively approach customers in-store and walk them through the features and value of our client's credit card products
Added 5 hours ago
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Senior Manager, Finance
Teladoc Health
Toronto, ON · CAN - Toronto
- Full-time
Act as a hands-on senior Finance representative and a key connection point with the senior leaders, Finance team, providing clear financial perspectives and recommendations.
Added 5 hours ago
January 2027 - Co-Op - Operational Finance
Turner Construction
Toronto, ON
…Women's, etc) to help organize employee events that foster engagement, connection, and a positive workplace…
Added 5 hours ago
TC
January 2027 - Co-Op - Operational Finance
Turner Construction | Canada
Toronto, ON
- Part-time
…Women's, etc) to help organize employee events that foster engagement, connection, and a positive workplace…
Added 5 hours ago
Director of Sales
Hilton Food Group Plc
Brantford, ON
Manage Walmart account relationship to deliver long-term sustainable growth and profit generation by growing client and in turn Hilton Foods Canada annual volumes, from existing/new…
Added 5 hours ago
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Client Associate (IR licensed) Wood Gundy
CIBC
Oshawa, ON
- Full-time
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…
Added 5 hours ago
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Financial Services Representative II
CIBC
Vancouver, BC
- Full-time
…meaningful difference in our clients’ lives. As a Financial Services Representative, you’ll foster key relationships with clients, understand their financial and personal goals, provide…
Added 5 hours ago
KS
Field Sales Representative
Kognitive Sales Solutions
Windsor, ON
- Full-time
Engage customers directly on the retail floor and share the benefits of our client's financial product(Credit Cards) in a clear, relatable way

CIBC

Client Associate (IR licensed) Wood Gundy

St. John's, NL, Canada

Full-time

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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

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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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