We’re building a relationship-oriented bank for the up-to-date world. 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. To successfully perform the work, you’ll be on-site full-time Monday through Friday. In addition to base pay, compensation for this role includes participation in an annual discretionary incentive or bonus program.

Client

Engagement - Focus on each client's experience and connect on a personal level to make every interaction meaningful. 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 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. Your critical thinking skills help to inform your decision making. competitive salary defined benefit pension plan* a vacation offering MomentMakers, our social, points-based recognition program You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit. We may ask you to complete an attribute-based assessment and other skills test (such as simulation, coding, French proficiency).

We use artificial intelligence tools during the recruitment process.

Skills Analytical Thinking, Business Development, Business Documentation, Customer Experience (CX), Developing Proposals, Financial Products, Investment Portfolios, Marketing Activities, Transaction Banking, Work Collaboratively At CIBC, we are in business to help our clients, employees and shareholders achieve what is important to them. Working with CIBC makes you a part of a work environment committed to our clients, employees and communities - a place where you can excel. Every day, our 48,000 employees help our clients achieve their financial goals, because what matters to our clients, matters to us. #

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