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.

What you’ll be doing

- Build and grow Wood Gundy client portfolios through dedicated relationship management, trusted investment advice, and exceptional client service.
- Work closely with Investment Advisors to manage portfolios and develop new business.
- Directly engage with high‑net‑worth clients to offer support, uncover business opportunities, and proactively improve the client experience.
- Work on‑site full‑time, Monday through Friday.
- Expected annualized base salary range: $50,840 to $59,350. Compensation includes participation in an annual discretionary incentive or bonus program.

How you’ll succeed

- 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 and support business development activities with Investment Advisors.
- Build investment plans based on client profiles, goals, and risk/reward tolerance.
- Enhance CIBC brand awareness by attending local events and participating in marketing and outreach activities.




- Grow your network to create lasting connections that generate future opportunities.

Who you are

- Bilingual: fluent in French and English speaking and writing.
- Certified skilled with current accreditation and in good standing as an Investment Representative (IR) with CIRO‑ID.
- Experience in the financial services and/or brokerage industry with working knowledge of quotation equipment.
- Client‑first mindset, dedicated to finding the right solutions and going the extra mile.
- Motivated to succeed, driven by accomplishing goals and delivering best results.
- Strong critical‑thinking skills and attention to detail.
- Values of trust, teamwork, and accountability.

What CIBC offers

- Competitive salary and annual incentive/bonus program.
- Banking benefits, defined benefit pension plan, employee share purchase plan, vacation and wellbeing support.
- Social recognition program (MomentMakers).
- Paid Purpose Day for growth and development.
- Technology and collaborative spaces to foster innovation.

What you need to know

CIBC is committed to creating an inclusive environment where all team members and clients feel they belong. All candidates must be legally eligible to work in the specified location and may be asked to complete assessments during the hiring process. CIBC uses artificial intelligence tools during recruitment.

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📌 Client Associate (IR Licensed) Bilingual CIBC Wood Gundy (Ottawa)
🏢 Canadian Imperial Bank of Commerce
📍 Ottawa