Client Associate; IR Licensed Wood Gundy

Client Associate (IR Licensed)

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.

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. You will work closely with Investment Advisors to help manage their portfolios and develop new business, engaging directly with high‑net‑worth clients to offer support, uncover opportunities, and proactively improve the client experience.

The expected annualized base salary range for this role is $50,840 to $59,350, with participation in an annual discretionary incentive or bonus program. Compensation is based on skills, experience, and business needs, and supports growth within the salary range as you advance.

• Client Engagement – Focus on each client’s experience, anticipate needs, communicate promptly, and identify opportunities to enhance the client journey.
• Business Development – Proactively identify business opportunities, assist Investment Advisors with building investment plans, and support the development of new client relationships.
• Relationship Building – Heighten CIBC’s brand awareness by attending local events, participating in marketing and outreach, and growing your network for future opportunities.

• You possess current Canadian Securities Course (CSC), Conduct & Practice Handbook (CPH), and Investment Representative (IR) accreditation. Registered Representative (RR) licensing is an asset.
• You put clients first, engage to find the right solutions, and go the extra mile to do what’s right.
• You are driven to succeed, motivated by goal attainment and delivering your best to make an impact.
• You engage with heart and mind, care about people, and respect diverse perspectives.
• You excel in detail, notice nuances others miss, and use critical‑thinking skills to inform decisions.
• You value trust, teamwork, and accountability, and bring your authentic self to work.

• Competitive salary, incentive pay, banking benefits, a comprehensive benefits program, defined‑benefit pension plan, employee share purchase plan, vacation, wellbeing support, and Moment Makers recognition program.
• Access to state‑of‑the‑art work spaces and technology to collaborate and innovate.
• Culture that celebrates ambition through initiatives like Purpose Day, a paid day off to pursue personal growth.
• Subject to plan and program terms and conditions.

• CIBC is committed to an inclusive environment where all team members and clients belong. If you need accommodations, please contact Mailb
• CIBC values clarity in hiring; posts are active unless otherwise stated.
• Applicants must be legally eligible to work in the specified location and hold a valid work or study permit.
• Assessment may include attribute‑based tests, simulations, coding, or French proficiency.
• Artificial intelligence tools are used in recruitment to gain a fuller understanding of candidates.

Toronto – 4110 Yonge Street

Regular

37.5

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

Entry level

Finance and Sales

Banking