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Added 21 mins ago
BO
Associate, Corporate and Commercial Banking Services
Bank of China (Canada)
Toronto, ON
- Full-time
Job Title: Associate, Commercial & Corporate Banking Services
Added 21 mins ago
MF
Associate, Client Services
Municipal Finance Authority of British Columbia
Victoria, BC
- Full-time
Role Description As the Associate, Client Services, you’ll be part of a dynamic team, supporting daily activities and contributing to longer-term projects. Often the first point of contact…
Added 21 mins ago
RB
Director, Real Estate
Royal Bank of Canada
Vancouver, BC
- Full-time
As a Director with the Real Estate team, you will be responsible for business development and management of a portfolio of commercial real estate clients, with a primary focus on providing…
Added 21 mins ago
SD
Front Store Supervisor, Hourly Part Time Flexible Shifts Greenlight Requisition
Shoppers Drug Mart
Calgary, AB
- 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 36 mins ago
C
Senior Analyst/Associate, Corporate Development
Corix
Vancouver, BC
- Other
The Senior Analyst / Associate, Corporate Development will be a key member of the Corporate Development team, supporting the origination, evaluation, development, and execution of…
Added 51 mins ago
T
Customer Experience Associate
TD
Guelph, ON
- 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…
Added 51 mins ago
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Personal Banking Associate (Full time) - Blainville, Seigneurie
TD
Blainville, QC
- Full-time
…them with their financial needs? We are seeking a Personal Banking Associate for our branch office who can guide customers to the appropriate staff member for resolving their financial…
Added 1 hour ago
C
Associate Financial Advisor
CIBC
Winnipeg, MB
- 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 an Associate Financial…
Added 1 hour ago
Financial Service Representative
Money Mart
Mississauga, ON
At Money Mart, we understand that not every customer fit with-in traditional banking or prime lending models. That’s why our teams look beyond the credit score to provide accessible,…
Added 1 hour ago
RB
Associate
Royal Bank of Canada
West Vancouver, BC
- Full-time
Monitors private banking business performance and market conditions when implementing new private banking services.
Added 1 hour ago
ScotiaMcLeod Administrative Associate, Laval
Scotiabank
Laval, QC
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
T
Customer Experience Associate - St-Laurent, St-Louis
TD
Montreal, QC
- Full-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…
Added 2 hours ago
NB
Associate Relationship Manager, Fund Services
National Bank of Canada
Toronto, ON
- Full-time
A career as an Associate Relationship Manager in the Fund Services team at National Bank Trust means acting as a key partner for investment fund manager clients, supporting the delivery of…
Added 2 hours ago
C
Associate Business Systems Analyst, Fraud Operations
CIBC
Toronto, ON
- Full-time
You’ll join CIBC’s Fraud Operations team. As an Associate Business System Analyst, you will be responsible for investigating account transactions in order to determine possible fraud or…
Added 2 hours ago
Z
Remote Virtual Executive Assistant
Zirtual
Remote, Canada
- Contract
- Remote
Associate’s or Bachelor’s degree in Business Administration or related field (or equivalent experience)
Added 2 hours ago
SD
Front Store Supervisor, Hourly Part Time Flexible Shifts Greenlight Requisition
Shoppers Drug Mart
North Bay, ON
- 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 2 hours ago
MI
Associate, Genesis, Portfolio Operations
MUFG Investor Services
Halifax, NS
- Full-time
…assets under administration, we offer fund administration, banking, payments, fund financing, foreign exchange overlay, corporate and regulatory services, custody, business consulting, and…
Added 2 hours ago
MI
Associate, Genesis, Portfolio Operations
MUFG Investor Services
Halifax, NS
- Full-time
…assets under administration, we offer fund administration, banking, payments, fund financing, foreign exchange overlay, corporate and regulatory services, custody, business consulting, and…
Added 2 hours ago
T
Customer Experience Associate
TD
Vancouver, 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…
Added 2 hours ago
T
Customer Experience Associate
TD
Brockville, ON
- 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…
Added 2 hours ago
T
Personal Banking Associate
TD
Owen Sound, ON
- Part-time
…them with their financial needs? We are seeking a Personal Banking Associate for our branch office who can guide customers to the appropriate staff member for resolving their financial…
Added 2 hours ago
T
Financial Crimes Risk Management Associate
TD
Toronto, ON
- Full-time
…job-related knowledge, geographic location, and other specific business and organizational…
Added 2 hours ago
ScotiaMcLeod Senior Associate
Scotiabank
Montreal, QC
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 2 hours ago
C
Client Engagement Associate
CIBC
Ladysmith, BC
- Part-time
As a member of the Personal and Business Banking Team, you'll work in a fast-paced Banking Centre, leveraging your knowledge of financial services products to support clients with their…
Added 3 hours ago
JC
Asset Management - Institutional Sales Associate, Canada
JPMorgan Chase & Co.
Toronto, ON
- Full-time
…spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset…

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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