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Added 16 hours ago
Trade Representative Ottawa
Scotiabank
Ottawa, ON
…initiatives are executed / delivered in support of the team’s business targets and objectives. Ensures all activities conducted are in compliance with governing regulations, internal…
Added 22 hours ago
LS
External Communications & Business Development Officer - Permanent - 19626
LRO Staffing
Ottawa, ON
- Full-time
…creative, and relationship-oriented External Communications & Business Development Officer to join their Ottawa-based…
Added 1 day ago
M
Business Development Associate
Manulife
Montreal, QC
- Full-time
…wholesaling team alongside a District Vice President and a Business Development Manager. Your mission? Help drive sales growth and build strong advisor…
Added 1 day ago
C
Field Sales Representative - Ontario - Passenger & Light Truck Tire
Continental
Mississauga, ON
- Full-time
…around 53,000 people worldwide and has 19 production and 16 development…
Added 1 day ago
TM
Wireless Sales Representative (Bilingual Preferred)
The Mobile Shop
AB · Edmonton, AB
- Full-time
Please note that Bilingual candidates are preferred - English, Hindi, Punjabi or Tagalog
Added 1 day ago
DC
Team Leader, Deployed Operations
Defence Construction Canada
Ottawa, ON
- Full-time
…minimum job requirements and the necessary training, leads the development and management of all service level arrangements for overseas deployments, and works with DCC’s regions to create…
Added 1 day ago
T
Bilingual (FR/EN) Contact Centre Representative - Canadian Banking, Credit Cards
TD
Montreal, QC
- Full-time
…opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been…
Added 1 day ago
AI
Outside Sales Representative
American Iron & Metal (AIM)
Ottawa, ON
- Full-time
We are looking for an Outside Sales Representative, responsible for the development of the market in the
Added 1 day ago
AI
Outside Sales Representative
American Iron and Metal
Ottawa, ON
- Full-time
We are looking for an Outside Sales Representative, responsible for the development of the market in the
Added 1 day ago
Territory Sales Representative
Mettler Toledo
Mississauga, ON
As our Territory Sales Representative, you will be responsible for driving service revenue and expanding our service contract business within Ontario and Western Canada. This includes…
Added 1 day ago
MF
Trade Representative
MD Financial Management | Gestion financière MD
Calgary, AB
- Full-time
…initiatives are executed / delivered in support of the team’s business targets and objectives. Ensures all activities conducted are in compliance with governing regulations, internal…
Added 1 day ago
OH
Bilingual Payroll & Benefits Specialist
O’Dell HVAC Group
Canada
- Full-time
O'Dell HVAC Group is a well-established HVAC equipment representative, partnering with engineers, building owners, and contractors throughout Canada. Our success is fueled by our…
Added 1 day ago
SR
Regional Technical Sales Manager
STRIVE Recruitment Inc.
Delson, QC
- $110,000 to $115,000 CAD / year
- Full-time
The right candidate must be bilingual in both French and English and have the flexibility to travel to the US for sales meetings once or twice per year. Additionally, the Regional Sales…
Added 1 day ago
WC
Bilingual Outside Sales Representative (Cargo) - Timmins,ON
Wurth Canada
Timmins, ON
- $51,000 to $92,000 CAD / year
- Full-time
Drive personal and professional development and growth to ensure you are staying on top of product and sales developments (including but not limited to sales strategies, product demos, and…
Added 1 day ago
SC
Bilingual HR Specialist
Securitas Canada
Ottawa, ON
- Full-time
The Bilingual HR Specialist serves as a Human Resources partner supporting the AHRM, HR team, operational leaders and employees across the organization. In this role, you will:
Added 1 day ago
PP
Sales Development Representative (Bilingual FR/EN)
Payworks Payroll Services Canada
Montreal, QC
- Full-time
Reporting to the Regional Sales Manager, as a Sales Development Representative with Payworks your main focus will be engaging with prospective small business clients. You will be a key…
Added 1 day ago
MF
Summer Intern 2027 - Investment Management, Resources
Mackenzie Financial Corporation
Toronto, ON · Greater Toronto Area, ON
- Other
IGM is a diverse workplace committed to doing business inclusively - this starts with having a representative workforce! We encourage applications from all qualified candidates that…
Added 1 day ago
R&
Administrative Assistant III
Robertson & Company Ltd.
Quebec, QC
- Contract
Bilingual French and English capability (written and verbal) where required to support clients across jurisdictions. At least business level.
Added 1 day ago
J&
Manager, Market Access - Private Payers
Johnson & Johnson Innovative Medicine
Toronto, ON
- Full-time
· Contributes to the development and execution of national private payer strategies for inline, launch, and pipeline products.
Added 1 day ago
W
Inventory Planner
Wajax
Acheson, AB · Calgary, AB · Edmonton, AB · Langley (District), BC · Langley, BC
- Full-time
Education: University degree in Business, Engineering or Operations Management/Logistics
Added 1 day ago
T
Investment Advisor (Phone)
TD
Toronto, ON
- Full-time
…opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been…
Added 2 days ago
A
Regional Sales Representative - Smart Buildings & Smart Power
ABB
QC · Saint-Laurent, Quebec
- Full-time
The Smart Building & Smart Power Regional Channel Representative manages the operational and partner-facing side of channel business. This role handles channel operations, inventory…
Added 2 days ago
BI
Bilingual Customer Support Representative, BMO Insurance
BMO Insurance
ON · Ontario, Canada
- Full-time
…through innovative service offerings. As a Customer Support Representative, you will be part of a dynamic, high-performing team supporting bank clients with their group insurance needs.…
Added 2 days ago
BI
Bilingual Customer Support Representative, BMO Insurance
BMO Insurance
AB · Alberta, Canada
- Full-time
…through innovative service offerings. As a Customer Support Representative, you will be part of a dynamic, high-performing team supporting bank clients with their group insurance needs.…
Added 2 days ago
BI
Bilingual Customer Support Representative, BMO Insurance
BMO Insurance
BC · British Columbia, Canada
- Full-time
…through innovative service offerings. As a Customer Support Representative, you will be part of a dynamic, high-performing team supporting bank clients with their group insurance needs.…

Closed listing

CIBC

Administrative Associate, Wood Gundy-Bilingual

Montreal, QC, Canada

Full-time

This opening has closed.

The original listing is kept below for reference.

Find open jobs More jobs with this employer

About employer

Job details

Job type: Full-time
Closing date: Sep 22, 2026
Posting language: English
Posted: Sep 8, 2026

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Original job description

Archived listing. The details below describe a past opening.

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 member of CIBC Wood Gundy, you will be responsible for building and growing Wood Gundy client portfolios through specialized relationship management, reliable investment advice and exceptional client service. As a Administrative Associate, you will work closely with a team of CIBC Wood Gundy Investment Advisors to help them manage their portfolios and build new business relationships. You will communicate directly with high net worth clients to provide support, identify opportunities and proactively enhance the client experience.

At CIBC we enable the work environment most optimal for you to thrive in your role. Details on your work arrangement (proportion of on-site and remote work) will be discussed at the time of your interview.

How you’ll succeed

Administrative Support - Maintain compliance standards when dealing with clients or handling client files. Perform administrative duties and participate in administrative processes related to Investment Advisor and team support. Assist in the development of investment plans and written proposals for current and prospective clients. Assist with processes to redirect assets to appropriate financial products based on client risk tolerance and demographic profile as determined by the Investment Advisor.
Critical Thinking - Verify documents in accordance with established signature delegation procedures to confirm that documents received from clients are complete and properly signed. Review complex legal agreements related to cash management products to enable the implementation of new products and changes to existing products. Close gaps in signing authority documents, escalate unresolved issues, enforce policies, or engage appropriate internal partners to facilitate resolution.
Organizational Skills - Support your Advisor by responding quickly to client requests and maintaining compliance standards on all files. Drive team success by improving team productivity, proactively uncovering business opportunities, and assisting in the allocation of assets to the right financial products.

Who you are

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.
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). You also hold the CIRO Derivatives license, having successfully completed the CIRO Derivatives Exam. It is an asset if you have Registered Representative (RR) licensing. Financial Services and/or Brokerage industry experience and working knowledge of various quotation equipment is required.
Values matter to you. You bring your real self to work, and you live our values - trust, teamwork, and accountability.
You’re fluent in French and English to serve our clients in the community.

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 aspire to give you a career, rather than just a paycheck.

We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, defined benefit pension plan*, an employee share purchase plan, a vacation offering, wellbeing support, 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.
We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.

*Subject to plan and 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 Mailbox.careers-carrieres@cibc.com
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.

Job Location

Montreal-1 Place Ville Marie

Employment Type

Regular

Weekly Hours

37.5

Skills

Analytical Thinking, Business Development, Business Documentation, Customer Experience (CX), Developing Proposals, Financial Products, Investment Portfolios, Marketing Activities, Transaction Banking, Work Collaboratively

About employer

More about this job

Responsibilities

You will support Investment Advisors by managing client portfolios, providing investment advice, and ensuring high-quality client service. Additionally, you will handle administrative tasks, maintain compliance standards, and assist in the development of investment proposals.

Requirements

Candidates must hold current accreditation as an Investment Representative (IR) with CIRO-ID and possess the CIRO Derivatives license. Experience in the financial services or brokerage industry is required, along with fluency in both English and French.

Skills

Administrative support
Relationship management
Investment advice
Client service
Compliance
Critical thinking
Portfolio management
Business development
Financial planning
Asset allocation
Bilingualism
Communication
Organizational skills
Risk management
Legal agreement review

Benefits

Competitive salary
Incentive pay
Banking benefits
Benefits program
Defined benefit pension plan
Employee share purchase plan
Vacation offering
Wellbeing support
MomentMakers recognition program
Purpose Day

Visa sponsorship

Not detected in the job text

Keywords

Administrative Associate
Wood Gundy
Investment Advisor
CIRO-ID
Derivatives license
Portfolio management
Client relations
Compliance
Financial products
Asset allocation
Investment planning
Brokerage
Cash management
Bilingual
Investment Representative
Registered Representative
Investment Dealer
Relationship management
Financial services
Client experience

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