Find work in Canada.

505,188 jobs across our Canadian network. How we count

Jobs in Canada

25+ jobs

Email me new jobs Save this search

Added 13 mins ago
SL
Conseiller/Conseillère stagiaire, Programme de perfectionnement du conseiller -Perspectives d'avenir/Advisor Trainee- Advisor Development Program -Future Opportunities
Sun Life
Levis, QC · Quebec, QC · Trois-Rivières, QC
- Full-time
Your time will be split between working within Prospr advisor team (reporting to an ADP Sales Manager) and gaining exposure to the role of a standalone advisor (working with the local Sun…
Added 13 mins ago
D
Advisor, Personal
Desjardins
Montreal, QC · Complexe Desjardins Montréal
- Full-time
As a personal advisor, you help serve, prospect for, solicit, and develop and maintain business relationships with members and clients. You provide service tailored to client needs in…
Added 13 mins ago
D
Personal Finance Advisor
Desjardins
Sainte-Julienne, QC
- Full-time
As a personal finance advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your role…
Added 13 mins ago
Manager, Strategic Partnerships & Growth
Scotiabank
Ottawa, ON
…acquisition, revenue and enterprise value. Acting as a trusted advisor to internal and external stakeholders, the Manager applies strong business-development discipline, market insight and…
Added 13 mins 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 13 mins ago
Financial Advisor, Investment & Retirement Planning (Canada)
Scotiabank
Edmonton, AB
Internally known as Financial Advisor, Investment and Retirement Planning (FAIR), as a Financial Planner in our retail branch network, you are a member of the branch sales team responsible…
Added 13 mins ago
E
Senior Engagement Manager
EXL
Canada
- Full-time
Collaborate with sales, account, industry, capability, architecture, and delivery leaders to expand strategic client relationships.
Added 13 mins ago
CF
Consultant, Advisor Development
CI Financial
Toronto, ON
- Full-time
The overall objective of this role is to support advisor success, strengthen advisor relationships, and increase awareness and utilization of Practice Management resources in support of…
Added 13 mins ago
MK
MK Halifax Shopping Centre - Seasonal Sales Assistant
Michael Kors
Halifax, NS
- Part-time
…the customer experience and achieving results. As a Seasonal Sales Assistant, you are a flexible team player with the ability to multitask and thrive in a fun, inspiring and fast-paced…
Added 13 mins ago
B
Regional Vice President, Personal Banking, Durham
BMO
Whitby, ON
- Full-time
…Understands the needs of BMO customers or prospects to provide sales and service in the best interests of the customer. Advises customers on products and strategies that meet their…
Added 43 mins ago
S
Merchant Support Advisor, Canada (Canada )
Shopify
Canada
- Full-time
…Sound like you? Review further details on your mission as an advisor…
Added 43 mins ago
MV
Style Advisor (4 hours)
Mint Velvet
Winchester, ON
- Part-time
Added 43 mins ago
SQ
Conseiller/Conseillère stagiaire, Programme de perfectionnement du conseiller -Perspectives d'avenir/Advisor Trainee- Advisor Development Program -Future Opportunities
Sunlife Québec
Trois-Rivières, QC · Greater Trois-Rivieres Metropolitan Area
- Full-time
Your time will be split between working within Prospr advisor team (reporting to an ADP Sales Manager) and gaining exposure to the role of a standalone advisor (working with the local Sun…
Added 43 mins ago
OH
Internal Wholesaler
Oak Hill Financial
Toronto, ON
- Full-time
- Maintain detailed CRM records and advisor coverage notes
Added 43 mins ago
SQ
Conseiller/Conseillère stagiaire, Programme de perfectionnement du conseiller -Perspectives d'avenir/Advisor Trainee- Advisor Development Program -Future Opportunities
Sunlife Québec
Quebec, QC
- Full-time
Your time will be split between working within Prospr advisor team (reporting to an ADP Sales Manager) and gaining exposure to the role of a standalone advisor (working with the local Sun…
Added 43 mins ago
SQ
Conseiller/Conseillère stagiaire, Programme de perfectionnement du conseiller -Perspectives d'avenir/Advisor Trainee- Advisor Development Program -Future Opportunities
Sunlife Québec
Levis, QC
- Full-time
Your time will be split between working within Prospr advisor team (reporting to an ADP Sales Manager) and gaining exposure to the role of a standalone advisor (working with the local Sun…
Added 43 mins ago
Member Services Advisor UN (Mill Bay Branch)
First West
BC · Mill Bay, BC
We are currently seeking a Member Services Advisor UN to join our team.
Added 43 mins ago
Retail Sales Representative - Vaughan
Encore
Vaughan, ON
At Encore, we possess the expertise in field sales to ensure our clients are successful in their most critical market channels. Going deep with few...being nimble and responsive for us is…
Added 43 mins ago
Retail Sales Representative - Toronto
Encore
Toronto, ON
At Encore, we possess the expertise in field sales to ensure our clients are successful in their most critical market channels. Going deep with few...being nimble and responsive for us is…
Added 43 mins ago
Retail Sales Representative - South-West Shore
Encore
Châteauguay, QC
The Role: Part Time Retail Sales Representative - South-West Shore, QC - 29 hours/week
Added 43 mins ago
E
Part-Time Retail Sales Representative for General Mills/Blue Buffalo - Ottawa
Encore
Ottawa, ON
- Part-time
The Role: Part-Time Retail Sales Representative - Ottawa, ON - Approx. 17 hours/week
Added 43 mins ago
GF
Representative, District Sales (Niagara/ Thorold)
Gordon Food Service
ON · Thorold, ON
- Full-time
Consultative Sales: Serve as a food service advisor, providing system design guidance and GFS value-added solutions.
Added 43 mins ago
JC
Asset Management - Institutional Sales Associate, Canada
JPMorgan Chase & Co.
Toronto, ON
- Full-time
As an Institutional Sales Associate (ISA), you will be working with your client advisor(s) helping Institutional clients/prospects navigate the complexities of the broader capital markets…
Added 43 mins ago
Y
Senior Manager, Food Innovation Technology
Yum!
Vaughan, ON
- Full-time
Lead the development of menu items and innovation strategies that will build the brand over time and deliver on sales, transactions and profitability through validation and…
Added 58 mins ago
BC
Everyday Banking Specialist - Member Connect (Contact Centre)
Beem Credit Union
Burnaby, BC · Langley (District), BC · Langley, BC
- Full-time
The Everyday Banking Specialist is a trusted financial advisor with expertise in everyday banking, delivering exceptional member experience through a blend of transactional support,…

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

Apply About employer

Applications open in a new tab.

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

Apply About employer

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

Report this job