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Added 2 mins ago
FB
Customer Service Representative
Farm Boy Inc.
Toronto, ON
- From $18 CAD / hour
- Part-time
You’ll help create the welcoming, fresh shopping experience Farm Boy is known for by delivering outstanding customer service and keeping our department looking its best. With an eye for…
Added 2 mins ago
FB
Customer Service Representative
Farm Boy Inc.
Kingston, ON
- Up to $18 CAD / hour
- Part-time
You’ll help create the welcoming, fresh shopping experience Farm Boy is known for by delivering outstanding customer service and keeping our department looking its best. With an eye for…
Added 18 mins ago
Partner Care Associate PT
Power to Change
Abbotsford, BC
The Partner Care Associate (also known as the Partner Care Representative) will work within the Partner Care team to engage Power to Change’s valued donors by responding to and processing…
Added 18 mins ago
Partner Care Associate
Power to Change
Abbotsford, BC
The Partner Care Associate (also known as the Partner Care Representative) will work within the Partner Care team to engage Power to Change’s valued donors by responding to and processing…
Added 18 mins ago
MB
Inventory Coordinator
Martin Brower
Baie-D'Urfé, QC
- Full-time
Strong interpersonal, customer service, presentation, and organizational skills to oversee staff
Added 18 mins ago
RU
Senior Field Representative, Technology Service
Ricoh USA, Inc.
Victoria, BC
- Full-time
Field Service Technician / Senior Field Representative, Technology Services – Victoria
Added 18 mins ago
FC
Investment Advisor
FirstOntario Credit Union
Hamilton, ON
- Full-time
Collaborate with external professionals such as attorneys, accountants, and subject matter experts to coordinate service delivery.
Added 18 mins ago
LA
Visitor Engagement Coordinator
Legislative Assembly of Alberta
AB · Edmonton, AB
- Full-time
In this position, you will be a representative of the LAO, fostering engaging and meaningful visitor experiences while projecting a positive, professional and nonpartisan attitude. You will…
Added 18 mins ago
TT
Senior Contract Administrator (13907)
Toronto Transit Commission (TTC)
Toronto, ON · Greater Toronto Area, Canada
- $100,318.4 to $125,434.4 CAD / year
- Full-time
…Communities which continues the TTC’s legacy of delivering service to hundreds of millions of customers a year. The TTC’s new vision and mission statements also help promote the many…
Added 18 mins ago
TT
Senior Contract Administrator (13883)
Toronto Transit Commission (TTC)
Toronto, ON · Greater Toronto Area, Canada
- $100,318.4 to $125,434.4 CAD / year
- Full-time
…Communities which continues the TTC’s legacy of delivering service to hundreds of millions of customers a year. The TTC’s new vision and mission statements also help promote the many…
Added 33 mins ago
AL
Business Development Representative
AGAT Laboratories
Calgary, AB
- Full-time
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 33 mins ago
H
Continuing Care Assistant
HealthCareersInSask.ca
Saskatoon, SK
- Part-time
We are committed to building a representative, diverse, inclusive, and culturally responsive workforce.
Added 33 mins ago
H
Food Services Worker
HealthCareersInSask.ca
Wynyard, SK
- Part-time
We are committed to building a representative, diverse, inclusive, and culturally responsive workforce.
Added 47 mins ago
P
Yard Administrator - Night Shift
Penske
Cambridge, ON
- Full-time
- 1 year of customer service experience preferred
Added 47 mins ago
Financial Service Representative
Money Mart
Mississauga, ON
…focus on delivering practical support, clear information, and service that helps people and business owners move forward with…
Added 47 mins ago
Financial Service Representative
Money Mart
Mississauga, ON
…focus on delivering practical support, clear information, and service that helps people and business owners move forward with…
Added 47 mins ago
Financial Service Representative
Money Mart
Toronto, ON
…focus on delivering practical support, clear information, and service that helps people and business owners move forward with…
Added 47 mins ago
Financial Service Representative
Money Mart
Toronto, ON
…focus on delivering practical support, clear information, and service that helps people and business owners move forward with…
Added 47 mins ago
Financial Service Representative
Money Mart
Toronto, ON
…focus on delivering practical support, clear information, and service that helps people and business owners move forward with…
Added 47 mins ago
H
Food Services Worker
HealthCareersInSask.ca
Foam Lake, SK
- Part-time
We are committed to building a representative, diverse, inclusive, and culturally responsive workforce.
Added 47 mins ago
Cook
HealthCareersInSask.ca
Foam Lake, SK
We are committed to building a representative, diverse, inclusive, and culturally responsive workforce.
Added 47 mins ago
R
Private Banker
RBC
Mississauga, ON
- Full-time
Mutual Fund Dealer – Dealing Representative License
Added 47 mins ago
T
PIA Client Service Associate
TD
Burlington, ON
- Full-time
…protection to provide highly personalized advice, solutions, and service to…
Added 47 mins ago
C
First Nations/Métis/Inuit Candidates - Banking Centre Roles (Vancouver)
CIBC
Burnaby, BC · Richmond, BC · Vancouver, BC · Ottawa, ON
- Full-time
…help clients with their day-to-day banking needs. As a Client Service Representative, whether it’s answering questions, assisting with transactions, or proactively connecting clients with…
Added 47 mins ago
CA
Customer Service Representative
Capital Automotive Group
Calgary, AB · GMC Calgary
- Full-time
At Capital Chevrolet Buick GMC, we know that exceptional customer service is the heart of our success. We don’t believe high performers should be micromanaged, limited in growth, or stuck…

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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