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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.

You’ll be on-site full-time Monday through Friday. The expected annualized base salary range for this role is $50,840 to $59,350. 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.

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.
- 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.

Who You Are

- 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-ID). It is 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.
- 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.
- Values matter to you. You bring your real self to work, and you live our values – trust, teamwork, and accountability.

What CIBC Offers

- Market-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 for recognition.
- Modern spaces and technology to support collaboration and innovation.
- Culture that supports growth, including Purpose Day and other development opportunities.
- 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 provide an accessible candidate experience. If you need accommodation, please contact
- CIBC is committed to clarity in our hiring process. All roles posted are opportunities we’re actively recruiting for, unless stated otherwise.
- You must be legally eligible to work at the specified location and, where applicable, have a valid work or study permit.
- You may be asked to complete an attribute-based assessment and other skill tests, such as simulation, coding, or French proficiency.
- We use artificial intelligence tools during the recruitment process to get to know more about you.

Job Location

Vancouver – 1055 Dunsmuir – 2500

Employment Type

Regular

Weekly Hours

37.5

Skills

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

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Apply on Kit Job: kitjob.ca/job/2fs52y

📌 Client Associate (IR Licensed) CIBC Wood Gundy (Vancouver)
🏢 CIBC
📍 Vancouver