Client Associate; IR Licensed CIBC Wood Gundy

Client Associate (IR Licensed) CIBC Wood Gundy

Apr 23, 2026

$51K - $59K

As a member of CIBC Wood Gundy, you will build and grow Wood Gundy client portfolios through dedicated relationship management, trusted investment advice, and exceptional client service. You will work closely with Investment Advisors to help manage their portfolios and develop new business, engaging high‑net‑worth clients to offer support, uncover business opportunities, and proactively improve the client experience.

You will work on‑site full‑time Monday through Friday.

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.

Proactively identify business opportunities for your team. Work closely with Investment Advisors to support business development activities and assist in building investment plans based on the client’s profile, goals, and risk/reward tolerance.

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.

• A certified professional with current accreditation and good standing:
  Canadian Securities Course (CSC), Conduct & Practice Handbook (CPH), and Investment Representative (IR) licensing. Registered Representative (RR) licensing is an asset.
• Financial Services and/or Brokerage industry experience and working knowledge of various quotation equipment.
• Clients‑first mindset, driven to succeed, thoughtful, detail‑oriented, and values trust, teamwork, and accountability.

The expected annualized base salary range for this role is $50,840 to $59,350. In addition to base pay, compensation includes participation in an annual discretionary incentive or bonus program.

Competitive salary, incentive pay, banking benefits, a benefits program, defined benefit pension plan, employee share purchase plan, vacation offering, wellbeing support, and Moment Makers recognition program. Subject to plan and program terms and conditions.

CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. All applicants must be legally eligible to work at the specified locations and may conduct assessment tests. Accommodation is available.

Location: TBD

Employment Type: Regular

Weekly

Hours:

37.5

• Analytical Thinking
• Business Development
• Business Documentation
• Customer Experience (CX)
• Developing Proposals
• Financial Products
• Investment Portfolios
• Marketing Activities
• Transaction Banking
• Work Collaboratively