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Added 12 mins ago
WC
(CAN) Bakery Associate
Walmart Canada
Lethbridge, AB
- Full-time
Position Summary...Working as a Bakery Associate at Walmart Canada is a great way to develop your skills in the retail industry. A Bakery Associate provides exemplary customer service by…
Added 12 mins ago
WC
(CAN) Food & Consumables Team Associate
Walmart Canada
Lethbridge, AB
- Full-time
Position Summary...A Food and Consumables Associate provides exemplary customer service by adhering to the basic beliefs and values of Walmart, maintains and zones the food and consumables…
Added 12 mins ago
WC
(CAN) Associé à la protection des biens
Walmart Canada
Rosemère, QC
- Full-time
Position Summary...The Asset Protection Associate plays a key role in creating and maintaining a safe, secure, and professional store environment for customers, associates, visitors, and…
Added 12 mins ago
WC
(CAN) Customer Service Manager
Walmart Canada
Quesnel, BC
- $15 CAD / hour
- Full-time
…Customer Service Manager also plays a key role in ensuring compliance with company programs and operational standards, helping the store run efficiently and effectively. This position is…
Added 13 mins ago
EI
Production Associate, Contract (Day Shift)
Ecolab Inc.
Mississauga, ON
- Full-time
…institutional and industrial markets is seeking a Production Associate, Contract who will be responsible for all aspects of operating, filling, packaging, and tote washing. Incumbents in…
Added 13 mins ago
EI
Service Technician, Restaurant Equipment
Ecolab Inc.
Vancouver, BC
- Full-time
Added 28 mins ago
SD
Front Store Supervisor, Hourly Part Time Day
Shoppers Drug Mart
Surrey, BC
- 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 28 mins ago
SD
Pharmacy Relief, Hourly Part Time Day Greenlight Requisition
Shoppers Drug Mart
Winnipeg, MB
- 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 28 mins ago
W
(CAN) Associé, équipe de l’aire des caisses
Walmart
Salaberry-de-Valleyfield, QC
- Part-time
Added 28 mins ago
W
(CAN) Stock Unloader Associate(PT)
Walmart
Ancaster, ON
- Part-time
Working as a Stock Unloader Associate at Walmart Canada is an excellent opportunity to build hands‑on experience in a fast‑paced retail environment. In this role, you play a key part in…
Added 28 mins ago
W
(CAN) General Merchandise Team Lead
Walmart
Kingston, ON
- Full-time
Added 28 mins ago
W
(CAN) Front End Checkout Team Associate
Walmart
Mississauga, ON
- Part-time
Added 28 mins ago
W
(CAN) Associé, marchandise générale
Walmart
Salaberry-de-Valleyfield, QC
- Part-time
Working as a General Merchandise Associate at Walmart Canada is a great opportunity to build valuable skills in a fast‑paced retail environment. In this role, you deliver excellent customer…
Added 28 mins ago
W
(CAN) Associé à la protection des biens
Walmart
Longueuil, QC
- Full-time
The Asset Protection Associate plays a key role in creating and maintaining a safe, secure, and professional store environment for customers, associates, visitors, and vendors. By following…
Added 28 mins ago
TH
Plumbing and Electrical Sales Associate Part Time - 7226 Parry Sound
The Home Depot
Parry Sound, ON
- Part-time
Added 57 mins ago
HT
Maintenance Technician
Husky Technologies
Bolton, ON
- Full-time
Ensure that all maintenance activities are performed in compliance with safety standards and regulations (OSHA, machine-specific protocols). Use personal protective equipment (PPE) and…
Added 57 mins ago
Bed Allocation Associate
Health Sciences North
Sudbury, ON
Added 1 hour ago
T
Entry Level Operations Associate - Investment Transfers (Hybrid)
TEKsystems
Toronto, ON
- $22 CAD / hour
- Contract
Added 1 hour ago
LC
Beauty Specialist, Hourly Part Time Flexible Shifts
Loblaw Companies Limited
Dauphin, MB
- 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 1 hour ago
LC
Pharmacy Assistant, Hourly Part Time Day
Loblaw Companies Limited
Vancouver, BC
- 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 1 hour ago
B&
Retail Brand Experience Supervisor-CAMBRIDGE CENTRE
Bath & Body Works
Cambridge, ON
- $22.95 CAD / hour
- Full-time
We believe great associate experiences create great consumer experiences. When our associates feel supported, inspired and empowered, consumers feel it. Whether you're starting your career…
Added 1 hour ago
LC
Pharmacy Assistant, Hourly Full Time Day
Loblaw Companies Limited
Vaughan, ON
- Full-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 1 hour ago
SD
Pharmacy Assistant, Hourly Part Time Day
Shoppers Drug Mart
Vancouver, BC
- 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 1 hour ago
SD
Nurse, Hourly Part Time Day
Shoppers Drug Mart
Vancouver, BC
- 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 1 hour ago
TH
Merchandising Execution Associate Part Time - 7226 Parry Sound
The Home Depot
Parry Sound, ON
- Part-time

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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