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Added 4 mins ago
RC
Trade Marketing Analyst
Regal Confections Inc.
Mississauga, ON
- Full-time
Client Relationship Management: Serve as a key point of contact for Walmart Associate Category Managers (ACMs) and Replenishment leads.
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Community Associate
Regus
Ottawa, ON
- Full-time
As a Community Associate, you’ll work closely with new and existing customers across a myriad of industries, working to create and maintain your own community within your centre, where you…
Added 4 mins ago
TA
Inside Sales Representative
Tempest Aviation Group - Aircraft & Parts Sales
Kelowna, BC
- Full-time
We’re hiring: Sales Associate, Tempest Aviation Group (Kelowna, BC)
Added 33 mins ago
LC
Supervisor, Production
Loblaw Companies Limited
Mississauga, ON
- Full-time
The Supervisor Production will assist the Pharmacy Operations Management Team in overseeing the day-to-day workflow process of their team within Operations and to ensure optimal customer…
Added 33 mins ago
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Sales Associate, Eastern Prairies
ADAMA Ltd.
Calgary, AB · Greater Calgary Metropolitan Area
- Full-time
Added 33 mins ago
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Customs - Customer Service Associate
Ryder System, Inc.
Woodstock, ON
- Full-time
…with integrated transportation, logistics, and supply chain management solutions that enhance the way they do business. Building and maintaining a fleet takes time, resources, and expertise…
Added 33 mins ago
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Customer Experience Associate - Devonshire & Springbank
Scotiabank
London, ON
- Full-time
As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve…
Added 34 mins ago
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Store Associate
The Salvation Army Canada and Bermuda Territory
Leduc, AB
- Part-time
Added 49 mins ago
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Senior Associate Data Protection Operations
PwC Canada
Halifax, NS
- Full-time
…safeguard sensitive data. In threat intelligence and vulnerability management at PwC, you will focus on identifying and analysing potential threats to an organisation's security, as well as…
Added 1 hour ago
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Associate, Private Fund Solutions
Clarity
Vancouver, BC
- $200,000 to $250,000 CAD / year
- Full-time
…track their portfolios, and access pre-IPO liquidity. As an Associate, you’ll work closely with the Head of Private Fund Solutions to build relationships with GPs who have access to the…
Added 1 hour ago
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Business Development Associate
FIN IP Group
Ottawa, ON
- Full-time
Apply through LinkedIn. Shortlisted candidates start with a 15-minute phone conversation. This is a relationship job, so we want to hear how you connect.
Added 1 hour ago
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Client Service Associate
PBY Capital
Toronto, ON
- Full-time
We’re seeking a relationship-oriented Client Service Associate to join our Toronto office. The successful candidate will work closely with senior team members to support client service,…
Added 1 hour ago
RD
Associate Advisor
RBC Dominion Securities
Toronto, ON
- Full-time
We are excited to share a great opportunity to join a high-performing wealth management team at RBC Dominion Securities. We are seeking a highly strategic, thoughtful, and analytical…
Added 1 hour ago
MW
Business Development Associate
Manulife Wealth & Asset Management
Montreal, QC
- Full-time
A passion for learning and growing in the wealth management space.
Added 1 hour ago
BC
Philanthropy Manager, Legacy
BC Children's Hospital Foundation
Vancouver, BC
- Full-time
It’s an exciting time to join the Foundation team as our Legacy program continues to grow. Reporting to the Associate Director, Legacy, and working closely with the Director, Gift & Estate…
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Client Solutions Associate
Orennia
Calgary, AB
- Full-time
As a Client Solutions Associate, you will forge strong relationships with our clients to empower them as they adopt Orennia’s platform and help to develop client engagement and retention…
Added 1 hour ago
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Associate
RBC Dominion Securities
Calgary, AB
- Full-time
This is a full-time on-site role located in Calgary North Branch, AB. As an Associate, you will support financial advisors with day-to-day administrative and operational tasks.…
Added 1 hour ago
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Planning Associate Director
PHD
Toronto, ON
- Full-time
Client relationship development and management
Added 1 hour ago
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Senior Client Service Associate - Vancouver /Toronto
Genus Capital Management
Vancouver, BC
- Full-time
2. Drive and take ownership of the onboarding process to ensure a seamless and positive start to the client relationship.
Added 1 hour ago
Sales Associate
Laura Canada
Red Deer, AB
The Laura Canada Sales Associate provides exemplary customer service to every client, has strong fashion awareness, is knowledgeable about our product and develops long-term relationships…
Added 1 hour ago
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Success Coach - Olds
Chinook's Edge School Division
Innisfail, AB
- Full-time
…references. Cover letters can be addressed to Mike Garrow, Associate Superintendent–People Services, Chinook’s Edge School Division. Applications for this posting will only be accepted by…
Added 1 hour ago
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Customer Experience Associate
TD
Burnaby, BC
- Part-time
…future today and apply for the position of a Customer Experience Associate. We are expecting an all-around champion who can understand customer needs and advise best suited banking…
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Personal Banking Associate Trainee
TD
St. Albert, AB
- Full-time
…with their financial needs? We are seeking a Personal Banking Associate Trainee for our branch office who can guide customers to the appropriate staff member for resolving their financial…
Added 1 hour ago
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Customer Experience Associate
TD
Duncan, BC
- Part-time
…future today and apply for the position of a Customer Experience Associate. We are expecting an all-around champion who can understand customer needs and advise best suited banking…
Added 1 hour ago
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Client Engagement Associate, 29h/week - Vaudreuil
CIBC
Vaudreuil-Dorion, QC
- Part-time
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.

CIBC

Client Associate (IR licensed) Wood Gundy

St. John's, NL, Canada

Full-time

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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

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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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