Posted: June 23, 2026
Client Associate - CIBC, Edmonton, AB is listed at CIBC in Edmonton, AB. The Beaver Board aggregates this opening from the employer's career page — apply using the button below to reach the official application. Browse more jobs at CIBC.
As a Client Associate with CIBC Wood Gundy in Edmonton, AB, you will manage client portfolios and provide trusted investment advice.
This role focuses on dedicated relationship management and developing new business opportunities for high-net-worth clients.
Top requirements include current Investment Representative (IR) certification with CIRO-ID and relevant financial services industry experience.
At CIBC, we are building a relationship-oriented bank, and we need talented professionals dedicated to doing what is right for our clients. As a Client Associate within CIBC Wood Gundy in Edmonton, AB, you will play a pivotal role in managing and growing client portfolios. This involves providing trusted investment advice and delivering exceptional client service, working closely with Investment Advisors to develop new business and enhance the overall client experience. Your primary focus will be to directly engage with high-net-worth clients, offering support, identifying new business opportunities, and proactively improving their experience. You will anticipate client needs and communicate promptly with your team to build trust and deepen client relationships, helping to make every interaction meaningful. This is an excellent opportunity to gain valuable experience within a leading Canadian financial institution.
To succeed in this vital role, you will demonstrate a strong focus on client engagement, connecting on a personal level to make every interaction impactful. You will proactively identify business opportunities for your team, collaborating with Investment Advisors to support business development activities and assist in building tailored investment plans based on each client’s profile, goals, and risk tolerance. Relationship building is key, as you will heighten the CIBC brand awareness in the community through local events and marketing efforts, growing your network to generate future business opportunities. We need someone who consistently puts our clients first, engaging with the purpose of finding the right solutions and going the extra mile because it is the right thing to do. Your drive to succeed will be evident in your motivation to accomplish goals and deliver your best to make a significant impact.
Candidates must be certified professionals, holding current accreditation and in good standing as an Investment Representative (IR) with the Canadian Investment Regulatory Organization - Investment Dealer (CIRO-ID). While Registered Representative (RR) licensing is an asset, significant financial services and/or brokerage industry experience, along with a working knowledge of various quotation equipment, is required. This experience will allow you to effectively support the investment needs of our diverse client base. You will also demonstrate strong critical thinking skills to inform your decision-making and ensure success in the details of client portfolio management.
At CIBC, your career goals are a priority. We strive to create opportunities that tap into your full potential, offering a career path rather than just a paycheck. We recognize your contributions through a competitive salary, incentive pay, banking benefits, a comprehensive benefits program, and a defined benefit pension plan. Our commitment to your growth is further supported by an employee share purchase plan, generous vacation offerings, and wellbeing support. We cultivate a culture where you can express your ambition, providing the tools and environment you need to make a meaningful difference for our clients. We believe in empowering our team members, ensuring they have what they need to thrive and are truly valued for their contributions to our business.
