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Added 3 mins ago
G&
Managing Director
Groom & Associés / Associates
Montreal, QC
- Full-time
As the senior leader of the organization the Managing Director sets direction, builds strategic customer and channel relationships, develops the organization, and ensures disciplined…
Added 3 mins ago
CC
Diesel Technician - Heavy Duty Truck Services
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- Full-time
…to heavy duty trucks and all models of trailers to specific customer and industry-standard…
Added 3 mins ago
MT
Account Receivable (Confidential)
MT Talent Solutions Inc.
Mississauga, ON
- Full-time
MT Talent Solutions is partnering with an established Medical devices organization to recruit a Account Receivable Representative. This opportunity is ideal for someone who enjoys working…
Added 3 mins ago
A
Commercial/Sales Account Director I
AMECO
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- Full-time
Analyze complex business situations, evaluate risks and opportunities, and recommend solutions that support customer success and company objectives.
Added 3 mins ago
BF
Outside Sales Representative
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- Full-time
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Added 3 mins ago
TP
Senior Representative, CX Strategy Activation
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…global hub airport, a global leader in airport performance, customer care and sustainability. Together with our partners, approximately 2,100 GTAA employees are working to create a…
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Added 4 mins ago
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Customer Service Representative
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We are seeking a customer-focused and detail-oriented Customer service representative Foreign exchange teller to join our Burnaby branch.
Added 4 mins ago
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Commercial/Sales Account Director I
AMECO
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Analyze complex business situations, evaluate risks and opportunities, and recommend solutions that support customer success and company objectives.
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Inside Sale Representative (Représentant(e) des ventes internes)
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Montreal, QC
- Full-time
…the National Inside Sales Manager. The role of Inside Sales Representative works in tandem with the Outside Sales Representatives nationwide to provide excellent customer service to drive…
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Commercial/Sales Account Director I
AMECO
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- Full-time
Analyze complex business situations, evaluate risks and opportunities, and recommend solutions that support customer success and company objectives.
Added 4 mins ago
S-
Director, Senior Product Manager, Global Capital Markets (GCM) Transformation - Toronto, ON
Scotiabank - Global Banking and Markets
Toronto, ON
- Full-time
The Senior Product Manager is accountable for the strategy, roadmap, and success of a significant Capital Markets product or complex business capability. The role partners with business,…
Added 18 mins ago
IE
Customer Service Representative
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AB · Edmonton, AB
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Role Description This full-time, on-site Customer Service Representative role is based in Edmonton, AB. The Customer Service Representative will respond to inquiries from nonprofit partners…
Added 19 mins ago
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Bilingual Accounts Receivable (French/English)
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- $50,000 CAD / year
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Join our team as an Accounts Receivable Representative, where you'll play a key role in managing customer accounts, resolving payment issues, and helping maintain healthy cash flow. We're…
Added 19 mins ago
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Added 19 mins ago
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…to deliver complex projects that contribute directly to the success of our aircraft…
Added 19 mins ago
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Added 19 mins ago
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At Applied, the Warehouse Representative has immediate impact on our Distribution/Service Centre’s performance and in customer satisfaction. You’ll join a tight-knit team of internal…
Added 19 mins ago
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Added 19 mins ago
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2–5+ years of experience in sales, business development, customer success, account management, or sales support in Logistics/Supply Chain.
Added 19 mins ago
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Financial Service Representative
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Added 19 mins ago
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Business Development Representative
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We are seeking a driven and ambitious Business Development Representative (BDR) to help expand our portfolio of services by identifying new business opportunities, generating high-quality…
Added 19 mins ago
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Customer centric mindset towards manufacturing
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Your Voice. Your Success. The Future We Build Together.

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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