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Added 11 mins ago
AL
Temporary Warehouse Associate
Advatix LATAM
Mississauga, ON
- Temporary
We are seeking Warehouse Associates to join their rapidly growing team. The Warehouse Associate is responsible for the accurate set-up, picking, packing, and manifesting of materials…
Added 11 mins ago
R
Outlet Sales Associate
RH
Toronto, ON
- Full-time
RH is seeking an Outlet Sales Associate who is passionate, sales-driven, and determined to deliver extraordinary customer experiences. Partnering with team members across the store, this…
Added 11 mins ago
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Associate Analytical Technician
Dow
Fort Saskatchewan, AB
- Full-time
Dow is seeking an Associate Analytical Technician to join the Polyethylene Laboratory in Fort Saskatchewan, Alberta. In this role, you will support the site’s polyethylene production units…
Added 11 mins ago
EP
Part-Time Return-It Associate
Encorp Pacific Canada
Vancouver, BC
- Part-time
Encorp is seeking a dynamic and dedicated individual to join our team as a Part-Time Return-It Associate. This is an excellent opportunity for someone who enjoys working with people, values…
Added 26 mins ago
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Production Associate
DLF - BV
Surrey, BC
- Full-time
The Production Associate's essential responsibilities will be around order selection, equipment operation, and general material handling within a fast-paced environment. The ideal candidate…
Added 26 mins ago
DI
Production Control Associate (DMCN Pipeline)
DENSO in North America
Guelph, ON
- Full-time
Perform regular Total Preventative Maintenance on all related equipment and machinery
Added 41 mins ago
WC
(CAN) OMNI Customer Fulfillment Associate
Walmart Canada
Alexis Whitecourt 232, AB · Whitecourt, AB
- Full-time
Position Summary...Working as an OMNI Customer Fulfillment Associate at Walmart Canada is a great opportunity to build valuable skills in a fast‑paced retail environment. In this role, you…
Added 41 mins ago
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(CAN) General Merchandise Associate
Walmart Canada
Alexis Whitecourt 232, AB · Whitecourt, AB
- Full-time
Position Summary...Working as a General Merchandise Associate at Walmart Canada is a great opportunity to build valuable skills in a fast‑paced retail environment. In this role, you deliver…
Added 41 mins ago
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(CAN) Dairy Frozen Associate
Walmart Canada
Bridgewater, NS
- Full-time
Position Summary...Working as a Dairy/Frozen Associate at Walmart Canada is a great opportunity to build valuable skills in a fast paced retail environment. In this role, you deliver…
Added 41 mins ago
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(CAN) Meat Associate
Walmart Canada
Bridgewater, NS
- Full-time
Position Summary...Working as a Meat Associate at Walmart Canada is a great opportunity to grow your skills in a fast‑paced retail environment. In this role, you deliver outstanding…
Added 41 mins ago
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(CAN) Produce Stocker
Walmart Canada
Bridgewater, NS
- Full-time
Performs physical tasks such as standing for extended periods, bending, and lifting inventory, equipment, or supplies weighing up to 20 lbs., and occasionally up to 50 lbs.
Added 41 mins ago
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(CAN) Meat Associate
Walmart Canada
Wainwright, AB
- Full-time
Position Summary...Working as a Meat Associate at Walmart Canada is a great opportunity to grow your skills in a fast‑paced retail environment. In this role, you deliver outstanding…
Added 41 mins ago
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(CAN) Grocery Associate
Walmart Canada
Wainwright, AB
- Full-time
Position Summary...Working as a Grocery Associate at Walmart Canada is a great opportunity to build valuable skills in a fast paced retail environment. In this role, you deliver excellent…
Added 41 mins ago
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(CAN) Stock Unloader Associate
Walmart Canada
Carleton Place, ON
- Full-time
Position Summary...Working as a Stock Unloader Associate at Walmart Canada is an excellent opportunity to build hands‑on experience in a fast‑paced retail environment. In this role, you…
Added 41 mins ago
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Full Time Staff Pharmacist - Courtenay - Campbell River
Walmart Canada
Courtenay, BC
- Full-time
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(CAN) Health and Beauty Team Associate
Walmart Canada
Truro, NS
- Full-time
Receives and stocks merchandise, utilizes equipment appropriately, administers required paperwork, logs and other documentation.
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Full Time Relief Pharmacist - Vancouver Island
Walmart Canada
Nanaimo, BC
- Full-time
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(CAN) Meat Associate
Walmart Canada
Calgary, AB
- Contract
Position Summary...Working as a Meat Associate at Walmart Canada is a great opportunity to grow your skills in a fast‑paced retail environment. In this role, you deliver outstanding…
Added 41 mins ago
(CAN) Meat Associate **Part-Time**
Walmart Canada
Brampton, ON
Position Summary...Working as a Meat Associate at Walmart Canada is a great opportunity to grow your skills in a fast‑paced retail environment. In this role, you deliver outstanding…
Added 41 mins ago
WC
(CAN) OMNI Customer Fulfillment Associate
Walmart Canada
Calgary, AB
- Full-time
Position Summary...Working as an OMNI Customer Fulfillment Associate at Walmart Canada is a great opportunity to build valuable skills in a fast‑paced retail environment. In this role, you…
Added 41 mins ago
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(CAN) Support Manager, Quality Assurance
Walmart Canada
Maple, ON
- Full-time
Audits the integrity of current inventory layout, methods, and equipment; evaluates and recommends permanent or temporary changes to layout, methods, or equipment to support operational…
Added 41 mins ago
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(CAN) Grocery Associate PT temp
Walmart Canada
London, ON
- Contract
Position Summary...Working as a Grocery Associate at Walmart Canada is a great opportunity to build valuable skills in a fast paced retail environment. In this role, you deliver excellent…
Added 41 mins ago
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Asset Protection Associate
Walmart Canada
Richmond Hill, ON
- Full-time
Position Summary...The Asset Protection Associate plays a key role in creating and maintaining a safe, secure, and professional store environment for customers, associates, visitors, and…
Added 41 mins ago
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(CAN) OMNI Customer Fulfillment Associate
Walmart Canada
Regina, SK
- Full-time
Position Summary...Working as an OMNI Customer Fulfillment Associate at Walmart Canada is a great opportunity to build valuable skills in a fast‑paced retail environment. In this role, you…
Added 41 mins ago
M
Regional Maintenance Associate - Multi-Residential
Morguard
Toronto, ON
- Full-time
This is not a live in position. The Regional Maintenance Associate is primarily responsible for the general, preventative and repair maintenance of a portfolio of buildings as well as,…

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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