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Added 3 mins ago
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Manufacturing Business Analyst (Cabico Coaticook)
Cabico&co
Coaticook, QC
- Full-time
…combines high technology and traditional methods, expertise and business intelligence, to support a large network of some of the most prestigious kitchen retailers in North America. Our…
Added 3 mins ago
WC
(CAN) Customer Service Manager
Walmart Canada
Peace River, AB
- $15 CAD / hour
- Full-time
Be open to working a variety of shifts, including evenings, weekends, and holidays, based on business needs. Your adaptability helps ensure the store runs smoothly and customers receive…
Added 3 mins ago
TS
Licensed Mechanic
The Seaboard Transport Group
Sydney Indian Reserve No. 28A, NS · Sydney, NS
- Full-time
Are you ready to accelerate your career with an innovative and family-owned business? At Seaboard Transport Group, we’re passionate about transportation - on the road, in the shop, and in…
Added 3 mins ago
TS
Licensed Mechanic
The Seaboard Transport Group
Corunna, ON
- Full-time
Are you ready to accelerate your career with an innovative and family-owned business? At Seaboard Transport Group, we’re passionate about transportation - on the road, in the shop, and in…
Added 3 mins ago
WC
Senior Manager, Data Analytics
Walmart Canada
Mississauga, ON
- Full-time
Position Summary...This role supports the operation of a functional area through advanced analytics, business insight, and data-driven problem solving. The role may translate complex…
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WC
Senior Manager, Merchandising Planning
Walmart Canada
Mississauga, ON
- Full-time
…The role leverages internal performance data, external market intelligence and consumer trends to challenge assumptions, identify growth opportunities and influence business…
Added 3 mins ago
PC
Forensic and Dispute Services Senior Manager (Bilingual FR/EN)
PwC Canada
Montreal, QC
- Full-time
…advice and opinions in the context of damage quantifications and business valuations in litigation and arbitration procedures, ultimately leading to expert testimony by a member of the…
Added 3 mins ago
OP
Senior Analyst, Lease Accounting
Oxford Properties Group
Toronto, ON
- Full-time
We are a leading global real estate investor, developer and manager. We combine our capital with our capabilities to create real estate that strengthens economies and communities. By…
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Lease Renewal Manager - Zanchin Automotive Group - 26338
Zanchin Automotive Group
Vaughan, ON
- Full-time
You will be part a wining team -- we are a leader in the industry driven by nearly 50-years of people-centric business modelling.
Added 3 mins ago
TS
Licensed Mechanic
The Seaboard Transport Group
Toronto, ON · North York, ON
- Full-time
Are you ready to accelerate your career with an innovative and family-owned business? At Seaboard Transport Group, we’re passionate about transportation - on the road, in the shop, and in…
Added 3 mins ago
PC
Forensic and Dispute Services Senior Manager (Bilingual FR/EN)
PwC Canada
Quebec, QC
- Full-time
…advice and opinions in the context of damage quantifications and business valuations in litigation and arbitration procedures, ultimately leading to expert testimony by a member of the…
Added 3 mins ago
TS
Licensed Mechanic
The Seaboard Transport Group
Dartmouth, NS
- Full-time
Are you ready to accelerate your career with an innovative and family-owned business? At Seaboard Transport Group, we’re passionate about transportation - on the road, in the shop, and in…
Added 3 mins ago
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Client Engagement Associate [Hourly]
CIBC
Fort Macleod, AB
- Part-time
As a member of the Personal and Business Banking Team, you'll work in a fast-paced Banking Centre, leveraging your knowledge of financial services products to support clients with their…
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Associate Financial Advisor
CIBC
Toronto, ON
- Full-time
…you’ll form a deep understanding of your personal and small business clients’ needs as you recommend simple, personalized solutions that will help them achieve their financial goals. You’ll…
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Senior Manager, Safety Management System & Safety Culture
CAE
Montreal, QC
- Full-time
…across Corporate, Operations, Civil and Defence & Security business units. Acting as a partner to our Operational Safety team leaders, business stakeholders and leadership, the role drives…
Added 3 mins ago
OG
Vice President of Operations / Chief Operating Officer - Canada, GreyOwl
Onni Group of Companies
Vancouver, BC
- Full-time
The successful candidate will bring a combination of operational leadership, business acumen, technology orientation and execution discipline. They will be equally comfortable developing…
Added 3 mins ago
M365 Architect
EY
Toronto, ON
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Director, Corporate Underwriting, Specialty Risk, Programs & Travel
Northbridge Financial
Calgary, AB · Vancouver, BC · Halifax, NS · Toronto, ON · Montreal, QC
- Full-time
- Other
…closely with Claims, Actuarial, Reinsurance, Risk Services, IT, Business Intelligence, Operations, and Training teams. You will also lead, coach, and mentor a team of underwriting…
Added 18 mins ago
ML
Project Controls Manager
Maple Leaf Foods Inc.
Mississauga, ON
- $96,000 to $141,000 CAD / year
- Full-time
We’re a global food company with approximately 10,000 team members. We operate sites in 20+ locations across Canada. We also have locations in the U.S. and Mexico and do business in Asia.
Added 18 mins ago
RB
Senior Director, Data Architecture & Engineering
Royal Bank of Canada
Toronto, ON
- Full-time
…every critical data element. Own the canonical data model and business glossary alignment. Set the standard for producer data contracts covering schema, semantics, quality rules and SLAs,…
Added 18 mins ago
IB
Customer Experience Manager
Indigo Books & Music
Red Deer, AB
- From $42,500 CAD / year
- Full-time
2-3 years of management experience in specialty retail and/or multi-unit retail business environment
Added 33 mins ago
IW
Senior Manager, Solution Architect 1
IG Wealth Management
ON · Ontario, 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 33 mins ago
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Property Manager
BGIS
MB · Manitoba, Canada
- Full-time
We value transparency in our hiring processes. Please note, artificial intelligence may be used in certain stages to screen, assess, or select applicants, however, a human reviewer makes…
Added 33 mins 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 33 mins ago
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Senior Compliance Specialist, Compliance
IG Wealth Management
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.

CIBC

Client Associate (IR licensed) Wood Gundy

Winnipeg, MB, Canada

Full-time

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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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