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Added 9 mins ago
WC
(CAN) Associé, équipe des activités de protection des biens
Walmart Canada
Brossard, QC
- Full-time
Position Summary...An Asset Protection Operations Team Associate maintains store financial integrity and accuracy, pricing integrity, inventory control and profitability. This associate…
Added 39 mins ago
B
Banking Associate - KYC
BeachHead
Toronto, ON
- $17.6 to $24.88 CAD / hour
- Contract
Working with one of our top financial clients, this role calls for a Banking Associate - KYC to provide operational support and process a range of banking transactions accurately and…
Added 39 mins ago
PC
Finance Managed Services Senior Associate
PwC Canada
Toronto, ON
- Full-time
As a Finance Managed Services Senior Associate, unlock your potential and embrace the chance to drive meaningful outcomes that’ll elevate your career. Your role will include, but isn’t…
Added 39 mins ago
PC
Finance Managed Services Senior Associate
PwC Canada
Vancouver, BC
- Full-time
As a Finance Managed Services Senior Associate, unlock your potential and embrace the chance to drive meaningful outcomes that’ll elevate your career. Your role will include, but isn’t…
Added 39 mins ago
GW
IP Assistant -Level II
Gowling WLG
Ottawa, ON
- $50,000 to $60,000 CAD / year
- Full-time
Coordinating and communicating updates with the Accounting department i.e. changing clients, processing foreign associate invoices and submitting disbursements.
Added 39 mins ago
PC
Finance Managed Services Senior Associate
PwC Canada
Calgary, AB
- Full-time
As a Finance Managed Services Senior Associate, unlock your potential and embrace the chance to drive meaningful outcomes that’ll elevate your career. Your role will include, but isn’t…
Added 54 mins ago
OA
Reception Associate - OpenRoad Audi Boundary
OpenRoad Auto Group
Burnaby, BC
- Full-time
Perform clerical duties and accounting duties as assigned by Management.
Added 1 hour ago
UO
Sessional Instructor - ACCT 603 LEC 03 EMBA, Winter 2027, Haskayne School of Business
University of Calgary
Calgary, AB
- Full-time
Winter 2027 Sessional Teaching Opportunity - ACCT 603 LEC 03 EMBA: Management Accounting
Added 1 hour ago
CS
Store Manager - Diesel Yorkdale
CALZATURIFICIO STEPHEN S.R.L.
Toronto, ON
- Full-time
Responsible for adhering to all banking/accounting policies.
Added 1 hour ago
Customer Experience Associate - South Lethbridge Branch, AB (22.5 hours/week)
Scotiabank
Lethbridge, AB
As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve…
Added 1 hour ago
Senior Customer Experience Associate - Saint-Laurent and Prince-Arthur, Mtl, QC - 22.5 hours/week
Scotiabank
Montreal, QC
Added 1 hour ago
T
Associate, Supervision and Governance, Business Management, Corporate & Investment Banking
TD
Toronto, ON
- Full-time
In this first line of defense (1A) role, the Associate will work with leaders of the Business Supervision and Governance team to maintain a strong risk and control environment, supported by…
Added 1 hour ago
T
Canadian Commercial Banking Associate
TD
AB
- Full-time
…management. Positions are available across Canada for the Commercial Associate…
Added 1 hour ago
C
Associate Financial Advisor (Multiple Locations)
CIBC
Barrie, ON · Belleville, ON · Brampton, ON · Burlington, ON · Cornwall, ON · Hamilton, ON · Kingston, ON · London, ON · Milton, ON · Mississauga, ON · Niagara Falls, ON · Oakville, ON · Oshawa, ON · Ottawa, ON · Peterborough, ON · St. Catharines, ON · Toronto, ON · Vaughan, ON
- 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
C
Client Engagement Associate [Hourly]
CIBC
Edmonton, AB
- Part-time
…clients with their everyday banking needs. As a Client Engagement Associate, you'll be the first line of support - answering questions, assisting with transactions, guiding clients through…
Added 1 hour ago
WT
Senior Associate, Technical Operations
Wealthsimple Technologies
Remote, Canada
- $32.69 to $40.87 CAD / hour
- Full-time
- Remote
We are looking for a Senior Associate, Technical Operations to act as a hands-on workflow builder and quality owner within our Operations ecosystem. You will not just analyze bottlenecks,…
Added 1 hour ago
SW
ScotiaMcLeod Senior Associate
Scotia Wealth Management
Montreal, QC
- Full-time
As a Senior Associate you will work closely with a Wealth Advisor in the development and management of their book of business by providing effective client service and contributing to…
Added 1 hour ago
SW
ScotiaMcLeod Administrative Associate, Laval
Scotia Wealth Management
Laval, QC
- Full-time
As an Administrative Associate you will be responsible for contributing to the overall success of one or more Wealth Advisors by ensuring a high level of client service achieved by…
Added 1 hour ago
LC
Regional Pharmacy Director
Loblaw Companies Limited
Halifax, NS
- Full-time
Partner with Associate Owners to enhance the pharmacy experience, ensuring teams are equipped to deliver world-class patient care.
Added 1 hour ago
SM
Associate Director Stewardship & Donor Relations
St. Michael's Hospital
Toronto, ON
- Full-time
Reporting to the Director, Stewardship & Donor Relations, the Associate Director is the senior leader responsible for translating stewardship strategy into coordinated, high-quality…
Added 1 hour ago
SD
Regional Pharmacy Director
Shoppers Drug Mart
Halifax, NS
- Full-time
Partner with Associate Owners to enhance the pharmacy experience, ensuring teams are equipped to deliver world-class patient care.
Added 1 hour ago
W
(CAN) Associé, équipe des activités de protection des biens
Walmart
Brossard, QC
- Full-time
An Asset Protection Operations Team Associate maintains store financial integrity and accuracy, pricing integrity, inventory control and profitability. This associate coordinates and…
Added 2 hours ago
TM
Asst Contr & Sr Mgr Acct&Repo
Toronto Metropolitan University
Toronto, ON
- Full-time
The Assistant Controller and Associate Director, Accounting & Reporting provides financial management expertise and strategic advice to the University community by leveraging in depth…
Added 2 hours ago
B
Senior Analyst/Associate, Transactions & Total Portfolio Risk
BCI
Victoria, BC
- $90,000 to $125,000 CAD / year
- Full-time
Reporting to the Principal, Transactions and Total Portfolio Risk, the Senior Analyst/Associate plays a central role in BCI’s investment risk function, supporting the Fixed Income & Credit…
Added 2 hours ago
T
Customer Experience Associate
TD
Kelowna, BC
- Part-time
…future today and apply for the position of a Customer Experience Associate. We are expecting an all-around champion who can understand customer needs and advise best suited banking…

CIBC

Client Associate Wood Gundy

Penticton, BC, Canada

The expected hourly rate of pay range for this role is $25.06 to $27.62. · Part-time

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Job details

Pay: The expected hourly rate of pay range for this role is $25.06 to $27.62.
Job type: Part-time
Apply by: Nov 10, 2026
Posting language: English
Posted: Oct 27, 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.

The expected hourly rate of pay range for this role is $25.06 to $27.62.

The hourly rate is determined by a variety of factors, including the candidate’s skills, experience, and job-related knowledge, as well as geographic location and specific business needs. Our compensation philosophy supports ongoing growth and development, enabling progression within the salary range as team members advance in their roles.

In addition to base pay, compensation for this role includes participation in an annual discretionary incentive or bonus program.

We are committed to providing fair, equitable, and competitive compensation opportunities for all employees and we encourage open conversations about compensation throughout the recruitment process.

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.
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.
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.

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). It is an asset if you have Registered Representative (RR) licensing.
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

Penticton-399 Main St

Employment Type

Regular

Weekly Hours

22.5

Skills

Analytical Thinking, Business Development, Business Documentation, Customer Experience (CX), Developing Proposals, Financial Products, Investment Portfolios, Marketing Activities, Transaction Banking, Work Collaboratively

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More about this job

Responsibilities

The Client Associate will support Investment Advisors by managing portfolios, developing new business, and engaging directly with high-net-worth clients. They are responsible for maintaining compliance standards, conducting administrative tasks, and executing marketing activities to improve the client experience.

Requirements

Candidates must be certified professionals with current accreditation as an Investment Representative (IR) with the Canadian Investment Regulatory Organization (CIRO-ID). Previous experience in the financial services or brokerage industry and proficiency with quotation equipment are required.

Skills

Client engagement
Administrative support
Compliance standards
Business development
Investment planning
Financial products
Portfolio management
Relationship building
Marketing
Critical thinking
Organizational skills
Communication
Analytical thinking
Customer experience

Benefits

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
Wood Gundy
CIBC
Investment Advisor
High-net-worth
Portfolio management
CIRO-ID
Investment Representative
Registered Representative
Financial services
Brokerage
Compliance
Business development
Investment plans
Financial products
Risk reward
Marketing
Outreach
Brand awareness
Critical thinking

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