Client Associate (12 Month Contract) IR Licensed

Location: On-site full-time, Monday through Friday, in Surrey, British Columbia, Canada

Annual base salary: $51,500–$60,200 CAD

Company

CIBC is a relationship-oriented bank providing financial services, investment advice, and portfolio solutions for clients.

What you will do

• Support Investment Advisors in managing and growing high-net-worth client portfolios.
• Engage directly with clients, provide proactive service, and identify opportunities to improve their experience.
• Assist with business development activities and investment plans based on client profiles, goals, and risk tolerance.
• Build professional relationships through client outreach, local events, marketing, and community activities.
• Identify processes and opportunities that strengthen client relationships and generate future business.

Requirements

• Current Investment Representative (IR) accreditation with CIRO Investment Dealer and good standing are required.
• Financial services and/or brokerage industry experience is required.
• Working knowledge of quotation equipment and financial products.
• Strong client engagement, relationship-building, business development, and analytical thinking skills.
• Legal eligibility to work in Canada is required; a valid work or study permit may be required.
• Full-time on-site availability at the Surrey location is required.

Nice to have

• Registered Representative (RR) licensing.

Culture & Benefits

• Inclusive workplace focused on belonging and accessible candidate experiences.
• Competitive compensation and banking benefits, subject to program terms and conditions.
• Wellbeing support and employee and family assistance programs.
• Employee recognition through the MomentMakers social, points-based program.
• Modern workspaces and technology designed to support collaboration and innovative client solutions.

Hiring process

• Applicants may complete an attribute-based assessment and other skills tests.
• The process may include assessments related to skills such as French proficiency.
• Artificial intelligence tools may be used during recruitment.