Client Associate

Client Associate# CIBC Careers — Current Opportunities## Client Associate Apply:
Calgary, AB:
Full time:
Posted Today:
End Date:
November 11, 2026 (7 days left to apply):
2622658

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  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
** 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 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 full-time Monday through Friday.
* ** 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 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’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-). It is an asset if you have Registered Representative (RR) licensing. Financial Services and/or…