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Added 17 mins ago
Investment Analyst
Department of Finance
Winnipeg, MB
We want our employees to thrive and grow and are committing to investing in their development. We offer multiple avenues of support such as inhouse training, educational assistance and…
Added 27 mins ago
R
TV and Digital Sales Representative – Business Development (French Services) (Telework/Hybrid)
Radio-Canada
Montreal, QC
- Part-time
Reporting to Montreal Sales leadership, you will play a key strategic role focused on active business development and acquisition of untapped markets. As a true prospecting strategist, your…
Added 27 mins ago
BG
Trade Marketing Representative - Airdrie, AB
Bentoel Group - A Member of British American Tobacco
Airdrie, AB
- Full-time
BAT is evolving at pace into a global multi-category business. Our purpose is to create A Better Tomorrow™ by Building a Smokeless World.
Added 28 mins ago
RS
VRF & Ductless Technical Support Representative
Refrigerative Supply Limited
Abbotsford, BC · Burnaby, BC · Coquitlam, BC · Langley (District), BC · Vancouver, BC · Langley, BC
- Full-time
Refrigerative Supply Limited is a family business owned by Alison Hamilton and Linda Gibbs. The business was founded by Peter Gibbs' and Alison Hamilton's parents, Jack and Elizabeth Gibbs.…
Added 43 mins ago
IH
Registered Nurse/Registered Psychiatric Nurse (RN/RPN) | Mental Health and Substance Use
Interior Health Authority
Williams Lake, BC
- Full-time
Interior Health (IH) is committed to achieving a culturally diverse and inclusive workforce that is representative of the communities we serve, and where you are encouraged to bring your…
Added 43 mins ago
P
Financial Representative
Primerica
Lethbridge, AB
- Full-time
Role Description This full-time Financial Representative role is a hybrid position based in Lethbridge, AB, with a combination of in-office and work-from-home responsibilities. The…
Added 44 mins ago
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Regional Financial Director, FP&A
O’Dell HVAC Group
Burlington, ON
- Full-time
O’Dell HVAC Group is a well-established HVAC equipment representative, partnering with engineers, building owners and contractors throughout Canada. Our success is fueled by our…
Added 58 mins ago
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Corporate Security Officer (CSO) , Canada
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- Full-time
Support business development, capture activities, bids, proposals, and contracted programs involving protected and classified information
Added 1 hour ago
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Privacy and Security Analyst, BC Health Workday
Provincial Health Services Authority
BC · British Columbia, Canada
- Full-time
Added 1 hour ago
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Automotive Parts Representative
Lordco Auto Parts
Golden, BC
- $19 to $25 CAD / hour
- Full-time
…locations across Western Canada and is a family-owned and operated business since 1974. Start your career in the automotive industry and grow with us…
Added 1 hour ago
IW
Senior Manager, Solution Architect 1
IG Wealth Management
ON · Ontario, Canada
- Full-time
IGM is a diverse workplace committed to doing business inclusively - this starts with having a representative workforce! We encourage applications from all qualified candidates that…
Added 1 hour ago
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Senior Compliance Specialist, Compliance
IG Wealth Management
Quebec, QC
- Full-time
Founded in 1926, IG Wealth Management is a key part of IGM's business model, providing comprehensive wealth management services to Canadian financial advisors and their clients.
Added 1 hour ago
IW
Senior Compliance Specialist, Compliance
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MB · Manitoba, Canada
- Full-time
Founded in 1926, IG Wealth Management is a key part of IGM's business model, providing comprehensive wealth management services to Canadian financial advisors and their clients.
Added 1 hour ago
IW
Senior Manager, Solution Architect 1
IG Wealth Management
MB · Manitoba, Canada
- Full-time
IGM is a diverse workplace committed to doing business inclusively - this starts with having a representative workforce! We encourage applications from all qualified candidates that…
Added 1 hour ago
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High school diploma or equivalent preferred. Completion of College level courses with concentration in Business/Hospitality or Police/Security Foundations would be an asset.
Added 1 hour ago
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Outside Sales Representative
JobsMedia.io
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- Full-time
Our client:A well-established company in the industrial tooling sector is seeking a Sales Representative to strengthen its sales and customer relationship management team.
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Business Development Representative (BDR) - Hybrid or Remote
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Vancouver, BC
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We’re looking for a Business Development Representative (BDR) to join our team and be part of our next stage of growth. As our BDR, your top priority is to drive outbound pipeline…
Added 1 hour ago
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Customer Service Representative
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We are seeking a reliable, and customer-focused Customer Service Representative to join our growing team. We are looking for someone energetic, outgoing, and driven to exceed customer…
Added 2 hours ago
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Investment Analyst
Government of Manitoba
Winnipeg, MB
- Full-time
We want our employees to thrive and grow and are committing to investing in their development. We offer multiple avenues of support such as inhouse training, educational assistance and…
Added 2 hours ago
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Analyste d’affaires (FICO) - Business Analyst (FICO)
Port of Montreal
Montreal, QC
- Full-time
Reporting to the Head of Business Applications and Operational Performance, the FICO Business Analyst is responsible for planning, coordinating, and implementing SAP processes to support…
Added 2 hours 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 2 hours ago
M
Director & Actuary, Corporate Development
Manulife
Toronto, ON
- Full-time
We are seeking a Director & Actuary to join Corporate Development, a highly dynamic team that partners across Manulife to evaluate and execute mergers, acquisitions, divestitures and other…

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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