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Added 15 mins ago
Investment Associate
RBC Dominion Securities
Ottawa, ON
Full-time
The RBC Dominion Securities branch located in Ottawa is seeking an Investment Associate to provide dedicated support in investment & money management activities for a high performing…
Added 16 mins ago
Assoc Insurance Advisor II
Co-operators
Moncton, NB
Full-time
The Associate Insurance Advisor II is a key player in the support and development of the agency operation primarily through sales and service. This role utilizes a broad knowledge of The…
Added 31 mins ago
Research Associate
University of Alberta
Edmonton, AB
Part-time
The Department of Emergency Medicine is seeking a Research Associate who will work directly with the Emergency Medicine Research Group (EMeRG) and its Director and who will contribute to…
Added 1 hour ago
Veterinary Technician Neurology, Alta Vista Specialty & Emergency Veterinary Centre
VCA Animal Hospitals
Ottawa, ON
Full-time
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Added 1 hour ago
PIA Client Service Associate
TD
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Full-time
…so, then get onboard for the position of PIA Client Service Associate. In this role, you will provide dedicated specialized administrative support to an Investment Advisor or team of…
Added 1 hour ago
Associate Investment Advisor I
TD
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Added 1 hour ago
Associate Financial Advisor - Rouyn-Noranda
CIBC
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Full-time
…you’ll make a meaningful difference in our clients' lives. As an Associate Financial Advisor, you’ll form a deep understanding of your personal and small business clients’ needs as you…
Added 1 hour ago
Client Associate, Wood Gundy
CIBC
Halifax, NS
Full-time
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…
Added 1 hour ago
Associate Underwriter, Technical Risk (9-Month Contract)
Northbridge Financial
Vancouver, BC · Edmonton, AB · Calgary, AB
Full-time · Other
What it’s like to be a Northbridge Associate Underwriter, Technical Risk:
Added 1 hour ago
Research Associate
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
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Added 1 hour ago
Project Manager, Capture and Optimization of Research Data (CORD) Platform
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
Full-time
…operations across the full study lifecycle. Reporting to the Associate Director (scientific) and the CORE Manager (administrative), the incumbent will support Principal Investigators with…
Added 2 hours ago
Client Associate (IR licensed) Wood Gundy
CIBC
Saskatoon, SK
Full-time
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…
Added 2 hours ago
Financial Associate (RR Licensed) CIBC Wood Gundy
CIBC
Hamilton, ON
Full-time
As a Financial 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…
Added 2 hours ago
Pharmacy Technician -M Pharmacy
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Mississauga, ON
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Added 2 hours ago
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Reporting to the Store Manager, you’ll be the face of our brand. As a Seasonal Sales Associate, your focus is creating an elevated shopping experience - whether it’s styling customers in…
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Casual Sales Associate
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Sales Associate
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…technology and cutting-edge digital solutions. Join our global community of over 200,000 dedicated employees around the world in driving the transformation of the eyewear and eyecare…
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Sales Associate
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Sales Associate
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Sales Associate
tbooth wireless / la cabine t sans fil
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Full-time
Inclusivity: A community that values and encourages diversity, inclusion, and respect, supported by initiatives from our ERGs.
Added 3 hours ago
Sales Associate
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Full-time
The Sales Associate sets the standard of quality in eye care and eyewear by ensuring every patient and customer has the best experience in every LensCrafters every time. The role of Sales…

CIBC

Client Associate, Wood Gundy

Halifax, NS, Canada

Job type: Full-time
Apply by: Oct 7, 2026
Posting language: English
Posted: Sep 22, 2026

Apply About employer

Applications open in a new tab.

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.
Business Development – Proactively identify business opportunities for your team. Work closely with Investment Advisors to support business development activities and assist in the building of investment plans based on the client’s profile, goals, and risk/reward tolerance.
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.

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.
Values matter to you. You bring your real self to work, and you live our values - trust, teamwork, and accountability.

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

Halifax-1969 Upper Water St.

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

You will work closely with Investment Advisors to manage portfolios, develop new business, and provide support to high-net-worth clients. Additionally, you will engage in community outreach and marketing activities to build your network and enhance the CIBC brand.

Requirements

You must be a certified Investment Representative (IR) in good standing with the Canadian Investment Regulatory Organization (CIRO-ID). Previous experience in the financial services or brokerage industry is required, along with strong critical thinking and client-focused skills.

Skills

Analytical thinking
Business development
Business documentation
Customer experience
Developing proposals
Financial products
Investment portfolios
Marketing activities
Transaction banking
Collaboration
Critical thinking
Client engagement
Relationship building
Investment planning
Risk management

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

Investment Associate
CIBC Wood Gundy
CIRO-ID
Investment Representative
High-net-worth clients
Portfolio management
Business development
Financial services
Brokerage
Investment planning
Risk tolerance
Client experience
Relationship management
Critical thinking
Accountability
Teamwork
Trust
Investment Dealer
Financial regulation

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