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CIBC

Regional Associate

Vancouver, BC, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Oct 16, 2026
Posting language: English
Posted: Oct 2, 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 member of CIBC Wood Gundy, you will be responsible for building and growing Wood Gundy client portfolios through dedicated relationship management, trusted investment advice and exceptional client service. As the Manager of Client Support, you will apply advanced knowledge to set the overall direction for employees, ensuring consistency in execution and accountability. You will focus on creating a positive work environment and being an effective role model by championing CIBC’s mission, vision, and values, working closely with the business to ensure client needs and business goals are met. The role exercises independent judgement within defined policies and procedures, contributing to the development and implementation of quality and improved service delivery to clients. In addition, you will identify and lead opportunities to enhance employees’ productivity and operational processes.

At CIBC we enable the work environment most optimal for you to thrive in your role. Details on your work arrangement (proportion of on-site and remote work) will be discussed at the time of your interview.

How you’ll succeed

Operational Support - Assist in creating comprehensive reporting capabilities that will enable Operations to effectively track its service targets and achievements. Continually search for improvements in workflows, processes, and data/reporting management. Ensure prompt and accurate reporting to Senior Management on a monthly, quarterly, and annual basis.
Onboarding Support - Oversee and manage all aspects of onboarding new hires working closely with ASMs and RDs in each region. Oversee and manage all aspects of terminating existing employees working closely with ASMs and RDs in each region. Act as the primary CIBC contact for all matters related to Call Me Later referral leads, Business Referral Program, Partner Rewards Plan, and the Power Points Program.
People Leadership - Lead and coach a high performing team of Leaders. Provide meaningful development opportunities for employees and advocate for CIBC within the community to recruit employees who share and demonstrate our values.

Who you are

You put our clients first. You engage with the purpose of finding the right solutions. You go the extra mile because it’s the right thing to do. In-depth understanding of mortgage products and investment products, strong knowledge of mortgage industry compliance and regulatory requirements, ability to establish productive relationships within CIBC and with 3rd party vendors
You are a bold and authentic leader. You're passionate about developing and coaching to bring out the best in people. You have led diverse, high performing teams.
Your influence makes an impact. You know that relationships and networks are essential to success. You inspire outcomes by making yourself heard. Strong organizational skills and proven problem-solving abilities; Excellent communication skills, both verbal and written; Ability to work both independently and in a team environment; Must be adaptable, flexible, and willing to accommodate special urgent requests
You're driven to succeed. You are motivated by accomplishing your goals and delivering your best to make an impact.
You give meaning to data. You enjoy investigating complex problems and making sense of information. You're confident in your ability to communicate detailed information in an impactful way.

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

BC-Vancouver, 1055 Dunsmuir St., 24th Floor

Employment Type

Regular

Weekly Hours

37.5

Skills

Active Listening, Client Service, Customer Experience (CX), Interpersonal Communication, Leadership, Operational Efficiency, People Management, Product Knowledge, Work Collaboratively

Apply About employer

More about this job

Responsibilities

You will be responsible for managing client portfolios, providing investment advice, and overseeing operational support and onboarding processes. Additionally, you will lead and coach a high-performing team to ensure business goals and client service targets are met.

Requirements

The ideal candidate possesses an in-depth understanding of mortgage and investment products along with strong knowledge of industry compliance and regulatory requirements. You must be a bold leader with proven experience in managing diverse teams and excellent problem-solving and communication skills.

Skills

Active Listening
Client Service
Customer Experience
Interpersonal Communication
Leadership
Operational Efficiency
People Management
Product Knowledge
Work Collaboratively
Relationship Management
Investment Advice
Problem-solving
Communication Skills
Organizational Skills
Coaching
Strategic Planning

Benefits

Competitive salary
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

Banking
Investment
Mortgage
Compliance
Regulatory Requirements
Relationship Management
Operations
Reporting
Onboarding
Leadership
Coaching
Workflow Improvement
Data Management
Client Service
Financial Services
Portfolio Management
Business Referral
Performance Management
Strategic Planning
Team Development

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