Jobs in Canada

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Added 24 mins ago
W
(CAN) Grocery Associate PT
Walmart
Thunder Bay, ON
- Part-time
Working as a Grocery Associate at Walmart Canada is a great opportunity to build valuable skills in a fast paced retail environment. In this role, you deliver excellent customer service by…
Added 24 mins ago
W
(CAN) Grocery Associate Part time temp
Walmart
London, ON
- Part-time
Working as a Grocery Associate at Walmart Canada is a great opportunity to build valuable skills in a fast paced retail environment. In this role, you deliver excellent customer service by…
Added 1 hour ago
7
Store Crew
7-Eleven
Regina, SK
- Full-time
Added 1 hour ago
SD
Assistant.e technique en pharmacie, rémunéré(e) à l’heure – PHX temps plein Quarts de travail flexibles Embauche feu vert
Shoppers Drug Mart
Quebec, QC
- Full-time
Associate Owners in the Pharmaprix network recognize Canada's diversity as an opportunity to better serve their communities, and strive to reflect the nation’s evolving diversity in the…
Added 1 hour ago
SD
Gérant(e) du comptoir postal, rémunéré(e) à l’heure – PHX temps plein Quarts de travail flexibles
Shoppers Drug Mart
Quebec, QC
- Full-time
Acting as consultants, supporting internal customers and the Associate-Owners, you will get experience unique to the retail industry while working for an award-winning national brand.…
Added 1 hour ago
SD
Assistant Front Store Manager, Hourly Full Time Day
Shoppers Drug Mart
Vaughan, ON
- Full-time
Each store has an Associate-Owner, so you will work for a local business owner while having the support of a national brand. Benefit from a purchase discount program, flexible and varied…
Added 1 hour ago
W
Overnight Associate
Walmart
North Battleford, SK
- Part-time
…processing of merchandise all in a safe and clean environment. This Associate will function as part of a team to strategically plan and execute duties based on workload and operational…
Added 1 hour ago
W
(CAN) General Merchandise Associate PT
Walmart
Thunder Bay, ON
- Part-time
Working as a General Merchandise Associate at Walmart Canada is a great opportunity to build valuable skills in a fast‑paced retail environment. In this role, you deliver excellent customer…
Added 1 hour ago
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(CAN) Asset Protection Associate
Walmart
New Minas, NS
- Full-time
The Asset Protection Associate plays a key role in creating and maintaining a safe, secure, and professional store environment for customers, associates, visitors, and vendors. By following…
Added 1 hour ago
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Consumables Associate
Walmart
Halifax, NS
- Part-time
Working as a Consumables Associate at Walmart Canada is a great way to develop your skills in the retail industry. The Consumables Associate is a customer service champion that contributes…
Added 1 hour ago
LC
Sales Associate Part Time Day Greenlight Requisition
Loblaw Companies Limited
Toronto, ON
- Part-time
In addition, we believe that compliance with laws is about doing the right thing. Upholding the law is part of our Code of Conduct – it reinforces what our customers and stakeholders expect…
Added 1 hour ago
WC
(CAN) Asset Protection Associate
Walmart Canada
New Minas, NS
- Full-time
Position Summary...The Asset Protection Associate plays a key role in creating and maintaining a safe, secure, and professional store environment for customers, associates, visitors, and…
Added 1 hour ago
WC
(CAN) General Merchandise Associate PT
Walmart Canada
Thunder Bay, ON
- Full-time
Position Summary...Working as a General Merchandise Associate at Walmart Canada is a great opportunity to build valuable skills in a fast‑paced retail environment. In this role, you deliver…
Added 1 hour ago
WC
Grocery Associate
Walmart Canada
Hamilton, ON · Waterdown, ON
- Full-time
Position Summary...Working as a Grocery Associate at Walmart Canada is a great opportunity to build valuable skills in a fast paced retail environment. In this role, you deliver excellent…
Added 1 hour ago
WC
Asset Protection Associate
Walmart Canada
Squamish, BC
- Full-time
Position Summary...The Asset Protection Associate plays a key role in creating and maintaining a safe, secure, and professional store environment for customers, associates, visitors, and…
Added 1 hour ago
WC
(CAN) Deli Associate
Walmart Canada
AB · Edmonton, AB
- Full-time
Position Summary...Working as a Deli Associate at Walmart Canada is a great way to develop your skills in the retail industry. A Deli Associate provides exemplary customer service by…
Added 1 hour ago
WC
Deli Associate
Walmart Canada
AB · Edmonton, AB
- Full-time
Position Summary...Working as a Deli Associate at Walmart Canada is a great way to develop your skills in the retail industry. A Deli Associate provides exemplary customer service by…
Added 1 hour ago
WC
Directs Store Delivery Associate
Walmart Canada
Squamish, BC
- Full-time
Position Summary...Working as a Directs Store Delivery Associate at Walmart Canada is a great opportunity to build valuable skills in a fast paced retail environment. In this role, you…
Added 2 hours ago
SD
Pharmacy Relief, Hourly Part Time Day Greenlight Requisition
Shoppers Drug Mart
Corner Brook, NL
- Part-time
Each store has an Associate-Owner, so you will work for a local business owner while having the support of a national brand. Benefit from a purchase discount program, flexible and varied…
Added 2 hours ago
SD
Beauty Specialist, Hourly Part Time Day
Shoppers Drug Mart
Hamilton, ON
- Part-time
Each store has an Associate-Owner, so you will work for a local business owner while having the support of a national brand. Benefit from a purchase discount program, flexible and varied…
Added 2 hours ago
SD
Cashier Manager, Hourly Full Time Flexible Shifts Greenlight Requisition
Shoppers Drug Mart
Toronto, ON
- Full-time
Each store has an Associate-Owner, so you will work for a local business owner while having the support of a national brand. Benefit from a purchase discount program, flexible and varied…
Added 2 hours ago
W
cashier
Walmart
New Glasgow, NS
- Part-time
Added 2 hours ago
W
(CAN) Food & Consumables Team Associate
Walmart
Vaughan, ON
- Part-time
A Food and Consumables Associate provides exemplary customer service by adhering to the basic beliefs and values of Walmart, maintains and zones the food and consumables area, and assists…
Added 2 hours ago
LC
Pharmacy Relief, Hourly Part Time Day
Loblaw Companies Limited
Corner Brook, NL
- Part-time
Each store has an Associate-Owner, so you will work for a local business owner while having the support of a national brand. Benefit from a purchase discount program, flexible and varied…
Added 2 hours ago
HT
Maintenance Technician
Husky Technologies
Bolton, ON
- Full-time
Ensure that all maintenance activities are performed in compliance with safety standards and regulations (OSHA, machine-specific protocols). Use personal protective equipment (PPE) and…

CIBC Wood Gundy

Financial Associate

Toronto, ON, Canada

Full-time

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Job details

Job type: Full-time
Posting language: English
Posted: Oct 15, 2026

Original job description

Company Description CIBC Private Wealth Wood Gundy combines the resources of a leading wealth advisory brand with a highly personalized, relationship-focused approach. The organization provides advisors with a strong platform supported by specialized expertise, innovative capabilities, and a collaborative culture centered on client needs. Clients benefit from trusted advice and tailored wealth solutions designed to support their long-term financial goals. Service excellence, integrity, and genuine care are at the core of the firm’s commitment to building enduring client relationships.

Role Description The Financial Associate role is a full-time, on-site position based in North York, ON. The individual in this role supports advisors by preparing and reviewing financial statements and reports, assisting with portfolio analysis, and maintaining accurate client records. Day-to-day responsibilities include gathering and interpreting financial data, coordinating documentation for client meetings, and contributing to the preparation of presentations and reports. The Financial Associate also helps respond to client inquiries, collaborates with team members to ensure timely service delivery, and adheres to internal policies and regulatory requirements.

Qualifications

Strong foundation in finance, including experience working with financial statements and financial reporting.
Well-developed analytical skills to interpret financial data and support investment and wealth management decisions.
Effective communication skills, with the ability to convey complex financial information clearly in writing and in conversation.
Attention to detail, organizational skills, and the ability to manage multiple priorities in a fast-paced advisory environment.
Proficiency with office productivity software and financial tools; experience with wealth management or banking systems is an asset.
Post-secondary education in finance, accounting, economics, business, or a related field; progress toward a professional designation (e.g., CFA, CFP, CPA) is an advantage.
Commitment to ethical standards, client confidentiality, and collaborative teamwork.
Prior experience in financial services, wealth management, or investment advisory support is preferred.

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More about this job

Responsibilities

Prepare and review financial statements and reports, support portfolio analysis, maintain accurate client records, and gather and interpret financial data. Coordinate documentation and materials for client meetings, respond to client inquiries, collaborate with team members, and follow internal policies and regulatory requirements.

Requirements

Candidates should have a foundation in finance and experience with financial statements or reporting, along with analytical, communication, organizational, and detail-oriented skills. Post-secondary education in a related field is preferred; progress toward a CFA, CFP, or CPA designation and prior financial services or wealth management experience are assets.

Skills

Financial Statement Analysis
Financial Reporting
Financial Data Analysis
Portfolio Analysis
Investment Analysis
Wealth Management
Client Record Management
Client Communication
Report Preparation
Presentation Preparation
Attention To Detail
Organization
Time Management
Office Productivity Software
Financial Tools
Regulatory Compliance

Visa sponsorship

Not detected in the job text

Keywords

Financial Services
Private Wealth Management
Financial Statements
Financial Reporting
Portfolio Analysis
Investment Decisions
Financial Data
Client Records
Client Inquiries
Client Meetings
Wealth Solutions
Regulatory Requirements
Internal Policies
Client Confidentiality
CFA
CFP
CPA
Office Productivity Software
Financial Tools
Banking Systems
Financial Analysis

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