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Added 2 mins ago
FR
Marketing Research Coordinator
FirstService Residential Canada
Mississauga, ON
- Full-time
Our dedication to associate satisfaction and growth is recognized by our Great Place to Work certification, exemplifying our commitment to fostering a positive and inclusive workplace…
Added 2 mins ago
KB
Gatehouse Associate
Kent Building Supplies
Halifax, NS
- Part-time
…started in frontline roles and advanced through experience, development, and hard…
Added 2 mins ago
FR
Heavy Duty Cleaner
FirstService Residential Canada
Toronto, ON
- Full-time
The physical demands described here are representative of those that must be met by an associate to successfully perform the essential functions of this job. Reasonable accommodations may…
Added 3 mins ago
W
Senior Manager, Data Analytics
Walmart
Mississauga, ON
- Full-time
The Senior Manager, Data Analytics & AI Transformation is responsible for leading the development, maintenance and continuous improvement of data, analytics and AI-enabled tools that…
Added 3 mins ago
W
(CAN) Customer Service Manager
Walmart
Mission, BC
- Part-time
Handles customer and associate concerns professionally, providing guidance and support as required to resolve issues and maintain a positive front-end experience.
Added 3 mins ago
TT
Senior Distribution Services Operations Trainer
The TJX Companies, Inc.
Mississauga, ON · CAN Home Office Mississauga ON
- $76,620 to $107,268 CAD / year
- Full-time
…this role, you'll have the opportunity to influence employee development, drive operational excellence, and support a positive learning culture within a fast-paced distribution environment.…
Added 17 mins ago
T
Customer Experience Associate - Atateken
TD
Montreal, QC
- Full-time
…opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been…
Added 18 mins ago
TH
Customer Service Coordinator- 6 Month Contract
The Home Depot
Vaughan, ON
- Full-time
…and communicating plans directly with supply chain teams. The associate is responsible for finding ways to enhance operational effectiveness by coordinating efforts in conjunction with…
Added 18 mins ago
A
Clinical Research Associate II (GTA)
AbbVie
Oakville, ON
- $81,000 to $131,000 CAD / year
- Full-time
…Guidelines, and AbbVie Standard Operating Procedures (SOPs) and business…
Added 31 mins ago
LC
Pharmacist, Hourly Part Time Evening
Loblaw Companies Limited
Uxbridge, ON
- Part-time
Each store has an Associate-Owner, so you will work for a local business owner while having the support of a national brand. Benefit from a purchase discount program, flexible and varied…
Added 31 mins ago
UO
Post Doctoral Associate, Immunology, DNA damage, and Apoptosis
University of Calgary
Calgary, AB
- Full-time
…University of Calgary, is seeking a highly motivated Postdoctoral Associate with strong expertise in immunology, DNA damage, and apoptosis biology. The research program focuses on…
Added 31 mins ago
ES
Associate Development Manager - FC
EA SPORTS
Vancouver, BC
- Full-time
Reporting to the Development Director - FC, the Associate Development Manager enables efficient, predictable, and transparent delivery of content initiatives. You will own delivery…
Added 31 mins ago
LC
Pharmacien(ne), rémunéré(e) à l’heure – PHX temps plein Quarts de travail flexibles
Loblaw Companies Limited
Brossard, QC
- Full-time
Acting as consultants, supporting internal customers and the Associate-Owners, you will get experience unique to the retail industry while working for an award-winning national brand.…
Added 32 mins ago
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Associate Dentist - Metro Dental Care
dentalcorp
Calgary, AB · Metro Dental Care
- Full-time
Associate Development Program: A structured yet flexible learning initiative with curated offerings from top clinicians and mentors where you will receive individualized learning &…
Added 32 mins ago
D
Locum Associate Dentist - Oliver Park Dental
dentalcorp
AB · Oliver Park Dental
- Part-time
Associate Development Program: A structured yet flexible learning initiative with curated offerings from top clinicians and mentors where you will receive individualized learning &…
Added 47 mins ago
SC
Wireless Sales Consultant
Staples Canada
Moncton, NB
- Part-time
…continuously grow your knowledge by committing to ongoing self-development and interact with the larger store team and other business units to share your expertise. Primarily a sales…
Added 47 mins ago
W
Senior Manager, Merchandising Planning
Walmart
Mississauga, ON
- Full-time
…inventory productivity across their portfolio. This role leads the development of long-range and annual financial plans, partnering with Merchandising and cross-functional teams to shape…
Added 47 mins ago
W
(CAN) Customer Service Manager
Walmart
Peace River, AB
- Full-time
Handles customer and associate concerns professionally, providing guidance and support as required to resolve issues and maintain a positive front-end experience.
Added 47 mins ago
W
Senior Project Manager (Experiential Production)
Wasserman
Toronto, ON
- Full-time
Manage day-to-day project budgets in partnership with the Associate Director, Experiential Ops and Production, ensuring accurate pricing and cost control, while overseeing purchase orders,…
Added 1 hour ago
HI
Client Care Representative - Personal Insurance Associate
HUB International
Nelson, BC
- Full-time
As a Personal Insurance Associate, you will help protect individuals most valuable assets. In this role, you will provide outstanding client service through your positive, friendly manner…
Added 1 hour ago
HI
Auto Mobile Associate
HUB International
Cranbrook, BC
- Full-time
As an Auto Mobile Associate, reporting to the Branch Manager, you will build, serve, and maintain relationships with clients and local dealerships throughout the community to provide…
Added 1 hour ago
TH
Department Supervisor : Full Time - TUSCANY
The Home Depot
Canada
- Full-time
…their best and encouraging their personal and professional development and growth. Department Supervisors work with Store Management, Operations teams and external partners to gain the…
Added 1 hour ago
HI
Processing Associate
HUB International
Chilliwack, BC
- Full-time
As a Processing Associate, you will process personal lines data for multiple branches. You will build relationships and provide excellent service to our personal lines teams. You will have…
Added 1 hour ago
MR
Credit-Free Instructor, Microsoft Excel
Mount Royal University
Calgary, AB
- Part-time
…education. We also provide a diverse selection of professional development courses in business, technology, and health, alongside our Conservatory’s renowned music and speech arts…
Added 1 hour ago
EJ
Associate Analyst - Financial Planning
Edward Jones
Mississauga, ON
- $77,000 to $127,000 CAD / year
- Full-time
The Canada Financial Planning team is seeking an Associate Analyst to support the development, maintenance, and delivery of financial planning advice and guidance for our Canadian business.…

CIBC

Client Associate (IR licensed) Wood Gundy

Winnipeg, MB, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Nov 19, 2026
Posting language: English
Posted: Nov 4, 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.
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.
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.

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).
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

Winnipeg-One Lombard Place

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 maintaining compliance standards. They will directly engage with high-net-worth clients to provide support and improve the overall client experience.

Requirements

Candidates must be certified as an Investment Representative (IR) with the Canadian Investment Regulatory Organization (CIRO-ID) and be in good standing. Previous experience in the financial services or brokerage industry is required.

Skills

Client engagement
Administrative support
Relationship building
Compliance standards
Investment planning
Business development
Financial products
Portfolio management
Critical thinking
Communication
Analytical thinking
Customer experience
Marketing
Asset management
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

Client Associate
Investment Representative
CIRO-ID
Wood Gundy
CIBC
High-net-worth clients
Investment Advisors
Portfolio management
Compliance
Financial services
Brokerage
Business development
Investment plans
Asset management
Client experience
Relationship management
Marketing
Outreach
Critical thinking
Administrative support

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