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Added 2 hours ago
NB
Banking advisor
National Bank of Canada
Campbellton, NB
- Full-time
A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and…
Added 2 hours ago
NB
Advisor in the Counterparty Documentation Center
National Bank of Canada
Montreal, QC
- Full-time
A career as an Advisor in the Counterparty Documentation Center (CDC) at the National Bank of Canada means contributing directly to the success of Capital Markets Operations. In this role,…
Added 2 hours ago
NB
Wealth Associate
National Bank of Canada
London, ON
- Full-time
Carry out routine operations related to financial transactions (e.g., purcha
Added 2 hours ago
NB
Senior Advisor Financial Planning Support
National Bank of Canada
Montreal, QC
- Full-time
A career as a Senior Financial Planning Advisor in the Support team at
Added 2 hours ago
NB
Retirement Stategy Advisor
National Bank of Canada
Brossard, QC
- Full-time
A career as a retirement Strategy Advisor at National Bank means acting as an expert·in retirement planning and strategies for clients. With your expertise, you can help your clients during…
Added 2 hours ago
NB
Senior Advisor in Estate Planning
National Bank of Canada
Montreal, QC
- Full-time
a Senior Advisor in Estate Planning at National Bank Financial (NBF) primarily
Added 2 hours ago
NB
Financial Planner Laval
National Bank of Canada
Laval, QC
- Full-time
A career as a National Bank Financial Planner means you'll be a financial planning expert who advises clients and drafts financial plans to meet their life goals. This position allows you…
Added 5 hours ago
A
Senior Product Manager
Aviso
Toronto, ON
- $120,000 to $135,000 CAD / year
- Full-time
At Aviso, we are dedicated to improving the financial well-being of Canadians. As a leading wealth management organization, we are committed to leadership, innovation, partnership,…
Added 5 hours ago
VC
Senior Data and Analytics Advisor
Vancouver Coastal Health
Vancouver, BC
- $46.39 to $66.68 CAD / hour
- Full-time
Come work as a Senior Data and Analytics Advisor with Vancouver Coastal Health (VCH)!
Added 5 hours ago
VC
Senior Business Advisor, Data and Analytics
Vancouver Coastal Health
Vancouver, BC
- $46.39 to $66.68 CAD / hour
- Full-time
Come work as an Senior Business Advisor, Data and Analytics with Vancouver Coastal Health (VCH)!
Added 5 hours ago
VC
Advisor, Security Operation Centre (SOC) and Analytics
Vancouver Coastal Health
Vancouver, BC
- $35.37 to $50.85 CAD / hour
- Full-time
Come work as an Advisor, Security Operation Centre (SOC) and Analytics with Vancouver Coastal Health (VCH)!
Added 8 hours ago
DG
Life Insurance Agent
deVere Group
Toronto, ON
- Full-time
deVere Group (Financial Advisory | Wealth Management | UK Pension Transfer - deVere Group), is the world's largest independent financial advisory organisation.
Added 8 hours ago
DG
Life & Health Insurance Advisor
deVere Group
Toronto, ON
- Full-time
deVere Group (Financial Advisory | Wealth Management | UK Pension Transfer - deVere Group), is the world's largest independent financial advisory organisation.
Added 8 hours ago
GL
Senior Manager, Capital & Treasury
Gay Lea Foods
Toronto, ON · Etobicoke, ON
- Full-time
Purpose: Reporting to the Capital & Treasury Advisor, this position will lead the day-to-day execution of Gay Lea Foods’ treasury, financial risk management, and capital allocation…
Added 10 hours ago
FC
Associate, Compensation (12 to 15-month contract)
Fiera Capital
Montreal, QC
- Full-time
Added 11 hours ago
NB
Banking Advisor
National Bank of Canada
Montreal, QC
- Full-time
A career as a Banking Advisor at National Bank is a versatile and varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your…
Added 11 hours ago
NB
Senior Tax Advisor
National Bank of Canada
Toronto, ON
- Full-time
A career as a Senior Advisor – Investment Fund and ETF Taxation at National Bank means acting as a subject matter expert in a complex and constantly evolving field. You contribute to…
Added 11 hours ago
NB
Banking Advisor
National Bank of Canada
Sorel-Tracy, QC
- Full-time
A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and…
Added 11 hours ago
NB
Banking Advisor
National Bank of Canada
Montreal, QC
- Full-time
A career as a Banking Advisor at National Bank is a versatile and varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your…
Added 17 hours ago
Business Developer (FX Financial Solutions)
Ebury
Toronto, ON
Added 18 hours ago
Financial Planner
Richardson Wealth Ltd
Toronto, ON
The Financial Planner will support the Investment Advisor and will work co
Added 20 hours ago
NB
BANKING ADVISOR
National Bank of Canada
Saint-Gabriel-de-Brandon, QC
- Full-time
A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and…
Added 21 hours ago
M
Manager, Tax
Mecka
Remote, Canada
- $135,000 to $155,000 USD / year
- Full-time
- Remote
Added 22 hours ago
M
Manager, Tax
Mecka.ai
Richmond Hill, ON
- $135,000 to $155,000 USD / year
- Full-time
Added 22 hours ago
HT
VP, Accounting & Controllership (Husky)
Husky Technologies
Bolton, ON
- Full-time

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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