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Added 12 mins ago
FC
Member Service Representative (Part-Time)
FirstOntario Credit Union
St. Catharines, ON
- Part-time
Provide prompt, efficient and courteous transactional sales and service to members. Proactively assist members to ensure that their needs have been met and refer to other staff, as…
Added 12 mins ago
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Senior Account Manager - Financial Institutions
Corpay
Toronto, ON
- Full-time
Lead a team of account managers through coaching, development, and performance oversight
Added 26 mins ago
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Personal Finance Advisor
Desjardins
Repentigny, QC · Terrebonne, QC
- Full-time
As a personal finance advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your role…
Added 57 mins ago
Assistant Store Manager
Rogers Communications
Edmonton, AB
Ability to build rapport and coach team members to create best in class customer experiences and meet business sales targets through clear and effective verbal communication.
Added 1 hour ago
AG
Field Representative - Alcoholic Beverages
Acosta Group
Toronto, ON · Etobicoke, ON
- Full-time
Communicate effectively with store staff regarding tasks, sales activities, promotions, client objectives and work completed.
Added 2 hours ago
NM
Business Development Representative
NewLife Marketing
Barrie, ON
- Full-time
Business Development Representative (BDR) - Full-Time, In-Office
Added 3 hours ago
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Financial Service Representative II
CIBC
Burnaby, BC
- Full-time
As a member of the Personal and Business Banking team, you’ll work in a fast-paced Banking Centre where you’ll make a meaningful difference in our clients’ lives. As a Financial Services…
Added 4 hours ago
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Financial Services Representative ll
CIBC
BC
- Full-time
As a member of the Personal and Business Banking team, you’ll work in a fast-paced Banking Centre where you’ll make a meaningful difference in our clients’ lives. As a Financial Services…
Added 4 hours 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 5 hours ago
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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 5 hours ago
OH
Regional Financial Director, FP&A
O’Dell HVAC Group
Burlington, ON
- Full-time
Partner with Sales, Operations, Purchasing, Service, and other departments to understand business performance and support continuous improvement.
Added 5 hours ago
LA
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 6 hours ago
IW
Senior Compliance Specialist, Compliance
IG Wealth Management
Quebec, QC
- Full-time
…appropriate corporate policies, identifies and promotes good business practices, executes business review programs to monitor sales practices, manages client complaint resolution processes…
Added 6 hours ago
IW
Senior Compliance Specialist, Compliance
IG Wealth Management
MB · Manitoba, Canada
- Full-time
…appropriate corporate policies, identifies and promotes good business practices, executes business review programs to monitor sales practices, manages client complaint resolution processes…
Added 6 hours ago
J
Outside Sales Representative
JobsMedia.io
Laval, QC
- 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.
Added 6 hours ago
Agency Partner Manager
Reddit
Toronto, ON
As an Agency Development Partnerships Manager at Reddit, you will play a key role on the Agency Development Team, working with the Agency Leads, the world’s largest Holding Companies and…
Added 6 hours ago
TR
Business Development Representative (BDR) - Hybrid or Remote
Traction Rec
Vancouver, BC
- Full-time
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 6 hours ago
CF
Customer Service Representative
Canadian Fiber Optics Corp
Grande Prairie, AB
- Full-time
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 6 hours ago
RB
Bilingual (French/English) Customer Service Representative
Royal Bank of Canada
Mississauga, ON
- Full-time
The Bilingual (French/English) Creditor Customer Service Representative will interact with clients over the phone, and provide them with insurance advice and solutions based on their…
Added 7 hours ago
FL
Freight and Logistics Business Development Representative / Account Executive
Falco Logistics
Toronto, ON
- Full-time
BDR / National Account Executives to join our sales team in growing key customer relationships across Canada and the United States. This role focuses on acquiring new clients, expanding…
Added 7 hours ago
SR
Dealing Representative
STRIVE Recruitment Inc.
Vancouver, BC
- $60,000 to $90,000 CAD / year
- Full-time
As the organization's sole sales representative, you will take ownership of business development, investor acquisition, and relationship management, working with high-net-worth individuals,…
Added 7 hours ago
X
Digital Sales Engineer / Market Development Manager-Automation-Flygt
Xylem
Montreal, QC
- Full-time
Reporting to the Sales team, the successful candidate will work closely with Flygt branch offices, distribution partners, and the Sales Director to strengthen Xylem’s presence in municipal…
Added 7 hours ago
M
Sr. Specialist, Partner Rewards and Strategic Initiatives
Manulife
Toronto, ON
- Full-time
The role partners across Product, Sales, CX, Communications and external stakeholders to deliver program administration, communications, insights and process improvements that enhance the…
Added 7 hours ago
HI
Client Care Representative - Personal Insurance Associate
HUB International
Nelson, BC
- Full-time
Follow-up regularly on sales leads and referral prospects
Added 7 hours ago
HI
Client Care Representative – Auto Insurance Trainee
HUB International
Sicamous, BC
- Full-time
As an Auto Insurance Trainee, you’ll play a key role in driving business success. You’ll actively sell insurance solutions, hit performance targets, and deliver an exceptional customer…

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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