Kanata, On Client advisor, affinity programs Jobs – 78 Openings This Week

Client Associate (12 month contract) IR licensed
CIBC —Kanata, ON
- $48,880–$53,870 a year
- Full-time
- Business development
1d
Financial Advisor (Bilingual)
Desjardins Financial Security Independent Network - Ottawa #118 —Ottawa, ON
- $60,000–$70,000 a year
- Full-time
- Bilingual
- Sales
- English
Quick apply
3d
Licensed Assistant
Stone Gable Investment —Nepean, ON
- $50,000–$70,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Microsoft Office
- Dental care
- Paid time off
Quick apply
8d
Investment Advisor
Ventum Financial Corp. —Ottawa, ON
- Full-time
- Administrative experience
- Presentation skills
- Communication skills
Quick apply
Financial Advisor Team Member
Desjardins Financial Security Independent Network - Ottawa #118 —Ottawa, ON
- $40,000–$80,000 a year
- Flexible schedule
Quick apply
Project Controller
Robinson Consultants Inc. —Nepean, ON
- $70,000–$85,000 a year
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Bilingual
- Microsoft Word
- Disability insurance
- Dental care
Quick apply
7h
Bilingual Investment Planning Advisor
VP Realty —Ottawa, ON
- $100,000–$120,000 a year
- Full-time
- Hybrid work
- Bilingual
- Up to 50% travel
- Salesforce
- Dental care
- Paid time off
Quick apply
6d
Made-to-Measure Specialist
Harry Rosen Inc. —Ottawa, ON
- $50,000–$70,000 a year
- Full-time
- Sales
- Retail sales
Quick apply
Risk Advisor (Account Executive)
Gifford Carr —Ottawa, ON
- $70,000–$120,000 a year
- Time management
Quick apply
Financial Planner
CFMWS —Ottawa, ON
- $85,980–$101,190 a year
- Monday to Friday
- Bilingual
- English
- Bachelor's
- Disability insurance
- Dental care
7d
Private Banking Advisor
CIBC —Ottawa, ON
- Full-time
- Financial services
- In-person
Insurance Advisor
Chris Krasilczuk Insurance & Financial Services Inc. —Ottawa, ON
- From $45,000 a year
- Full-time
- In-person
- Dental care
- Paid time off
Quick apply
3d
Full-time Faculty Marketing Specialist - Appendix D/Temporary Assignment
Algonquin College —Ottawa, ON
- $37.34–$43.18 an hour
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Dental care
- Tuition reimbursement
4d
Financial Advisor
Desjardins Financial Security Independent Network - Ottawa #118 —Ottawa, ON
- $40,000–$100,000 a year
- Sales
Quick apply
Part-time Technician Academic, Pre-Service Firefighting
Algonquin College —Ottawa, ON
- $37.47–$43.51 an hour
- Part-time
- Hybrid work
- Dental care
- Tuition reimbursement
11d
Associate Financial Advisor
CIBC —Ottawa, ON
- Weekends as needed
- Finance
3d
Senior Accountant, Tax
MNP —Ottawa, ON
- $50,000–$80,000 a year
- Hybrid work
- English
- Accounting
- Communication skills
Red Bull Student Marketeer - Carleton University
Red Bull —Ottawa, ON
- $19.10 an hour
- Part-time
- Sales
- English
- Communication skills
Quick apply
Red Bull Student Marketeer - University of Ottawa
Red Bull —Ottawa, ON
- $19.10 an hour
- Part-time
- Sales
- English
- Communication skills
Quick apply
Manager, Tax
MNP —Ottawa, ON
- $75,000–$125,000 a year
- Hybrid work
- English
- Quality Control
- Accounting

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client advisor, affinity programs jobs near kanata, on

Client Associate (12 month contract) IR licensed

CIBC -
Kanata, ON

Apply Now

Job details

Full-time
$48,880–$53,870 a year
1 day ago

Qualifications

French
Business development

Full job description

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.

At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute.

To learn more about CIBC, please visit CIBC.com

What you’ll be doing

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.

At CIBC we enable the work environment most optimal for you to thrive in your role. To successfully perform the work, you’ll be on-site full-time Monday through Friday.

The expected annualized base salary range for this role is $48,880 to $53,870.

The base salary is determined by a variety of factors, including the candidate’s skills, experience, and job-related knowledge, as well as geographic location and specific business needs. Our compensation philosophy supports ongoing growth and development, enabling progression within the salary range as team members advance in their roles.

We are committed to providing fair, equitable, and competitive compensation opportunities for all employees and we encourage open conversations about compensation throughout the recruitment process.

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).
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

At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential.

We work to recognize you in meaningful, personalized ways including a competitive compensation, a banking benefit*, wellbeing support and additional offers such as employee and family assistance programs and MomentMakers, our social, points-based recognition program.
Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.

Subject to 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 we provide an accessible candidate experience. If you need accommodation, please contact [email protected]
CIBC is committed to clarity in our hiring process. All roles posted are opportunities we’re actively recruiting for, unless stated otherwise.
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. Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us.

Expected End Date

2027-08-31

Apply Now

Refine Your Search

client advisor, affinity programs jobs in kanata, on

Client Associate (12 month contract) IR licensed

Financial Advisor (Bilingual)

Licensed Assistant

Investment Advisor

Financial Advisor Team Member

Project Controller

Bilingual Investment Planning Advisor

Made-to-Measure Specialist

Risk Advisor (Account Executive)

Financial Planner

Private Banking Advisor

Insurance Advisor

Full-time Faculty Marketing Specialist - Appendix D/Temporary Assignment

Financial Advisor

Part-time Technician Academic, Pre-Service Firefighting

Associate Financial Advisor

Senior Accountant, Tax

Red Bull Student Marketeer - Carleton University

Red Bull Student Marketeer - University of Ottawa

Manager, Tax

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