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Added 6 mins ago
SD
Merchandiser, Hourly Part Time Day
Shoppers Drug Mart
Oakville, ON
- Part-time
Join a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do.
Added 6 mins ago
SD
Caissier(ère), rémunéré(e) à l’heure – PHX temps partiel Quarts de travail flexibles
Shoppers Drug Mart
Quebec, QC
- Part-time
Join a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do.
Added 6 mins ago
SD
Beauty Specialist, Hourly Part Time Day Greenlight Requisition
Shoppers Drug Mart
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- Part-time
Join a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do.
Added 6 mins ago
SD
Cashier, Hourly Part Time Day Greenlight Requisition
Shoppers Drug Mart
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- Part-time
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Added 6 mins ago
SD
Pharmacy Student, Hourly Part Time Flexible Shifts Greenlight Requisition
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Added 6 mins ago
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Beauty Manager, Hourly Full Time Flexible Shifts
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Marchandiseur(seuse), rémunéré(e) à l’heure – PHX temps partiel jour
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- Part-time
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Added 6 mins ago
SD
Front Store Supervisor, Hourly Part Time Flexible Shifts
Shoppers Drug Mart
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- Part-time
Join a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do.
Added 6 mins ago
SD
Cashier, Hourly Part Time Evening
Shoppers Drug Mart
Calgary, AB
- Part-time
Join a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do.
Added 6 mins ago
SD
Caissier(ère), rémunéré(e) à l’heure – PHX temps partiel Quarts de travail flexibles Embauche feu vert
Shoppers Drug Mart
Quebec, QC
- Part-time
Join a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do.
Added 21 mins ago
RD
Investment Associate
RBC Dominion Securities
Kamloops, BC
- Full-time
The RBC Dominion Securities branch located in Kamloops BC is seeking an Investment Associate (Trade Execution Specialist) to join a successful Private Investment Management Team. You will…
Added 21 mins ago
RD
Associate
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Kamloops, BC
- Full-time
The RBC Dominion Securities Kamloops branch is currently seeking a licensed Associate to assist an established Private Investment Management (PIM) team. The successful candidate will…
Added 21 mins ago
RD
Associate
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BC · West Vancouver, BC
- Full-time
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Added 36 mins ago
MU
Business Development & Partnerships Officer
McGill University
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Added 36 mins ago
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Multimedia Service Manager
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Added 36 mins ago
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Business Development Officer
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- Full-time
The role serves as a strategic bridge between students, alumni, employers, and the broader business community to create meaningful career opportunities and strengthen long-term…
Added 36 mins ago
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- Part-time
Participate in community-driven initiatives and festivals.
Added 36 mins ago
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Sales Associate - Wine Merchant (Fairview & Lynden Park)
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Participate in community-driven initiatives and festivals.
Added 36 mins ago
AT
Associate Technical Project Consultant
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Added 51 mins ago
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Georgetown Executive and Clinical DNP Programs
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Added 51 mins ago
HD
Sales
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Added 1 hour ago
MF
Associate, Client Services
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Victoria, BC
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The MFA’s products and services enable the equitable and affordable delivery of community-scale sustainable water, wastewater, and other essential services across BC by supporting public…
Added 1 hour ago
OF
Membership Sales Associate
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- $18.25 to $19.5 CAD / hour
- Full-time
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Added 1 hour ago
RB
Director, Real Estate
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Vancouver, BC
- Full-time
…ultimately your responsibility, you will be supported by an Associate Director, who will assist with analyzing and underwriting new loan requests, including compiling financial and market…
Added 1 hour ago
SD
Pharmacist, Hourly Part Time Flexible Shifts
Shoppers Drug Mart
Lloydminster, AB
- Part-time
Join a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do.

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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