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Added 20 mins ago
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Senior Project Manager (Experiential Production)
THE·TEAM
Toronto, ON · Greater Toronto Area, Canada
- Full-time
…the successful end-to-end delivery of our client accounts and events, owning client relationships, as well as supporting our integrated Experience team client roster. It’s a fast- paced,…
Added 34 mins ago
BR
Executive Chef
Black Rock Oceanfront Resort
Ucluelet, BC
- Full-time
…Restaurant, including catering for Black Rock Oceanfront Resort Events. This role is key to ensuring our kitchens are cost-effective, efficient, and consistently producing top-quality food…
Added 35 mins ago
BN
Part-time Sales Associate/Eyewear Stylist - Metrotown
Bailey Nelson
Burnaby, BC
- Part-time
Attend training and development events: to help better yourself and your role at Bailey Nelson
Added 49 mins ago
UO
Communications & PR Specialist
University of Niagara Falls Canada
Niagara Falls, ON
- $65,000 to $75,000 CAD / year
- Full-time
…including overseeing all communications projects as assigned by the Associate Director of…
Added 49 mins ago
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Spécialiste Beauté, rémunéré(e) à l’heure temps partiel Quarts de travail flexibles
LinkedIn
Montreal, QC
- Part-time
Associate Owners in the Pharmaprix network recognize Canada's diversity as an opportunity to better serve their communities, and strive to reflect the nation’s evolving diversity in the…
Added 50 mins ago
TW
Counselling Associate
Trinity Western University
Langley (District), BC · Langley, BC
- $52 to $55 CAD / hour
- Part-time
The Counselling Associate provides individual and/or group counselling for students, staff, and faculty. The position is part-time and is based on the Langley campus.
Added 50 mins ago
W
(CAN) Electronics Associate
Walmart
Sydney, NS
- Part-time
A Department Specialized Associate, this Associate drives sales in a highly specialized part of our business. Product knowledge in this field is at a premium.
Added 1 hour ago
YO
YMCA Experience Associate Salaried
YMCA of Northern Alberta
Edmonton, AB
- Full-time
The Experience Associate ensures that members, guests, and participants have positive and welcoming experiences while visiting our Centre. This position is responsible for processing…
Added 1 hour ago
A
Clinical Research Associate II (GTA)
AbbVie
Oakville, ON
- $81,000 to $131,000 CAD / year
- Full-time
Ensures quality of data submitted from study sites and assures timely submission of data, including appropriate reporting and follow-up for all safety events by site personnel.
Added 1 hour ago
CF
Sales Associate
Canadian Forces Morale and Welfare Services
Petawawa, ON
- Part-time
…and discounts and offers family support and organizes charity…
Added 1 hour ago
CF
Department Associate (4)
Canadian Forces Morale and Welfare Services
Shannon, QC
- Full-time
…and discounts and offers family support and organizes charity…
Added 1 hour 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 1 hour ago
UO
Sessional Instructors, Spring 2027, Faculty of Kinesiology
University of Calgary
Calgary, AB
- Full-time
If you have any questions about this posting, please contact Dr. William Bridel, Senior Associate Dean by email.
Added 1 hour ago
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Program Assistant (Temporary), School of Manufacturing and Automation
NAIT (Northern Alberta Institute of Technology)
AB · Edmonton, AB
- Full-time
…provides administrative supports to the Academic Chair and Associate Chairs with their daily academic activities to ensure the smooth and efficient operation of the program(s)’…
Added 1 hour ago
SD
Beauty Specialist, Hourly Part Time Day
Shoppers Drug Mart
Winnipeg, MB
- Part-time
Actively promote and book appointments for in-Store events
Added 1 hour ago
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Beauty Specialist, Hourly Part Time Flexible Shifts Greenlight Requisition
Shoppers Drug Mart
Maple, ON
- Part-time
Actively promote and book appointments for in-Store events
Added 1 hour ago
SD
Beauty Specialist, Hourly Part Time Flexible Shifts Greenlight Requisition
Shoppers Drug Mart
Winnipeg, MB
- Part-time
Actively promote and book appointments for in-Store events
Added 1 hour ago
SD
Beauty Specialist, Hourly Part Time Flexible Shifts
Shoppers Drug Mart
Humboldt, SK
- Part-time
Actively promote and book appointments for in-Store events
Added 1 hour ago
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Beauty Specialist, Hourly Part Time Flexible Shifts
Shoppers Drug Mart
Dauphin, MB
- Part-time
Actively promote and book appointments for in-Store events
Added 1 hour ago
WS
Material Handler
Wolf Steel Ltd
Barrie, ON
- Full-time
Appreciation events, raffles, and team building activities
Added 1 hour ago
NA
Program Assistant (Temporary), School of Manufacturing and Automation
Northern Alberta Institute of Technology
St. Catharines, ON · Main Campus
- Full-time
…provides administrative supports to the Academic Chair and Associate Chairs with their daily academic activities to ensure the smooth and efficient operation of the program(s)’…
Added 1 hour ago
W
Senior Project Manager (Experiential Production)
Wasserman
Toronto, ON
- Full-time
…the successful end-to-end delivery of our client accounts and events, owning client relationships, as well as supporting our integrated Experience team client roster. It’s a fast- paced,…
Added 1 hour ago
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Client Service Associate
BMO
Calgary, AB · CALG
- Full-time
…social media initiatives, client recognition for meaningful life events, and the planning of client…
Added 1 hour ago
R
Part Time Customer Service Associate
RONA
Hamilton, ON
- $17.8 to $18.9 CAD / hour
- Part-time
Added 1 hour ago
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Coordinator, DC
RONA
Calgary, AB
- Full-time
Work closely with the Associate Care Center (ACC) regarding documentation and the management of various forms.

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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