Associate, Client Support; Secondment

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

The Associate, Client Support provides administrative support to the Investment Counselor (IC) in managing their high‑value portfolios and maximizing their productivity. This includes preparing and distributing documentation and information to clients; maintaining the client database and ensuring contacts are up to date; assisting in preparing client presentations, proposals and other marketing materials; resolving client issues and inquiries; providing exceptional customer service to high net‑worth clients;

and managing new business by ensuring correct and timely investment of assets and following up on client referrals and contacts.

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.

The expected annualized base salary range for this role is $48,880 to $56,980. The base salary 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.

• Client engagement – Focus on each client 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.
• Business development – Proactively identify business opportunities for your team. Work closely with investment advisors to support business development activities and assist in the building of investment plans based on the client’s profile, goals, and risk/reward tolerance.
• 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.

• You put our clients first. You engage with purpose to find the right solutions. You go the extra mile, because it’s the right thing to do.
• You’re goal oriented. You’re motivated by accomplishing your goals and delivering your best to make a difference.
• 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 know that details matter. 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 good standing as an Investment Representative (IR) licensing with Canadian Investment Regulatory Organization – Investment Dealer (CIRO‑). It’s 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.
• Values matter to you. You bring your real self to work and you live our values – trust, teamwork, and accountability.

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 work to recognize you in meaningful, personalized ways…