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Added 2 mins ago
(CAN) Part-Time Staff Pharmacist
Walmart Canada
Toronto, ON
Establish and develop a strong working relationship with Professional Services District Manage and other stakeholders.
Added 2 mins ago
(CAN) Senior Director, Digital Strategy and Media
Walmart Canada
Mississauga, ON
Full-time
…Delivery Pass acquisition and retention, and customer lifecycle management, ensuring alignment to enterprise business…
Added 3 mins ago
Branch Manager
Sherwin-Williams
Victoria, BC
Have work experience using timekeeping and/or customer relationship management (“CRM”) systems
Added 18 mins ago
Wireless Sales Consultant
Staples Inc.
Medicine Hat, AB
Full-time
Effectively resolves customer concerns and escalates to management when appropriate
Added 18 mins ago
Wireless Sales Consultant
Staples Inc.
Kitchener, ON
Full-time
Effectively resolves customer concerns and escalates to management when appropriate
Added 18 mins ago
Wireless Sales Consultant
Staples Canada
Cranbrook, BC
Full-time
Effectively resolves customer concerns and escalates to management when appropriate
Added 32 mins ago
(can) staff pharmacist
Walmart Canada
Toronto, ON · Greater Toronto Area, Canada
Full-time
Establish and develop a strong working relationship with Professional Services District Manage and other stakeholders.
Added 32 mins ago
(can) staff pharmacist
Walmart Canada
Oshawa, ON
Full-time
Establish and develop a strong working relationship with Professional Services District Manage and other stakeholders.
Added 32 mins ago
Founding Sales & Customer Success Associate
FrontSail
Cambridge, ON · Greater Kitchener-Cambridge-Waterloo Metropolitan Area
Full-time
We're looking for someone to own the relationship with those businesses, from the first conversation to making sure FrontSail actually works for them.
Added 32 mins ago
(can) staff pharmacist
Walmart Canada
Oshawa, ON
Full-time
Establish and develop a strong working relationship with Professional Services District Manage and other stakeholders.
Added 33 mins ago
Store Associate
Sherwin-Williams
Courtenay, BC
Added 33 mins ago
Associate, Entertainment Banking
CIBC
Toronto, ON
Full-time
As an Associate, you will work closely with members of the Entertainment Banking team, both collaboratively and independently, to support a broad range of activities. These include…
Added 33 mins ago
Service Associate, Commercial Insurance
Acera Insurance Services Ltd.
Richmond Hill, ON
$40,000 to $45,000 CAD / year
The Service Associate, Commercial Insurance is an important part of the Commercial Insurance team. Working closely with a team of Client Advisors, the Service Associate reviews and screens…
Added 33 mins ago
Part Time Flex Sales Associate
Pandora
Calgary, AB
Part-time
The Flex Sales associate will be the ultimate Pandora Fan. You will be responsible for delivering a world-class experience, surpassing sales goals, and continually finding innovative ways…
Added 33 mins ago
Part Time Flex Sales Associate
Pandora
Winnipeg, MB
Part-time
The Flex Sales associate will be the ultimate Pandora Fan. You will be responsible for delivering a world-class experience, surpassing sales goals, and continually finding innovative ways…
Added 48 mins ago
Sales Associate | Full-time | Mic Mac Mall
Linen Chest
Dartmouth, NS
Full-time
…starts with a welcoming, caring and passionate team. As a Sales Associate, you play an essential role in the customer experience by guiding customers through their choices and helping them…
Added 48 mins ago
Sales Associate | Full-Time | West End Ottawa
Linen Chest
Ottawa, ON
Full-time
…starts with a welcoming, caring and passionate team. As a Sales Associate, you play an essential role in the customer experience by guiding customers through their choices and helping them…
Added 48 mins ago
Transaction Services Senior Associate (Bilingual FR/EN)
Pwc Canada
Montreal, QC
Full-time
As a Transaction Services Senior Associate, you’ll work as part of a team of problem solvers, helping to solve business issues, deliver high quality client service and unlock your potential…
Added 1 hour ago
Store Associate
The Salvation Army in Canada
Toronto, ON
Part-time
Added 1 hour ago
Compensation Consulting Associate
Marsh
Calgary, AB
Full-time
Marsh’s Workforce & Rewards practice is seeking a Compensation Consulting Associate to join our Calgary team. In this role, you will work alongside experienced consultants to help clients…
Added 1 hour ago
Transaction Services Senior Associate (Bilingual FR/EN)
PwC
Montreal, QC · Quebec, QC
Full-time
As a Transaction Services Senior Associate, you’ll work as part of a team of problem solvers, helping to solve business issues, deliver high quality client service and unlock your potential…
Added 1 hour ago
Information Technology Audit Senior Associate (Bilingual FR/EN)
PwC
Montreal, QC
Full-time
…including financial business process and Information Technology management…
Added 1 hour ago
January 2028 - Assurance CPA - Full time - Calgary
PwC
Calgary, AB
Full-time
You’ll be joining a firm that’s invested in your success from day one. As a new Associate, you’ll benefit from PwC Canada’s industry-leading CPA support program, which includes paid study…
Added 1 hour ago
Counter Sales Associate (Edmonton, AB)
Wolseley Group
AB · Edmonton Main
Full-time
Join the Edmonton location as a Counter Sales Associate, serving as the first point of contact for customers and providing exceptional sales and service support. We’re looking for a…
Added 1 hour ago
Sales Associate (Part-Time / Seasonal)
Herschel Supply Co.
Toronto, ON
Part-time
…the Herschel Supply Co. Sherway Gardens Store team as a Sales Associate. If you thrive on meaningful connections and delivering standout service, this role puts you at the heart of it all.…

CIBC

Administrative Associate, Wood Gundy-Bilingual

Montreal, QC, Canada

Job type: Full-time
Apply by: Oct 9, 2026
Posting language: English
Posted: Sep 25, 2026

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Original 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 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.
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

Apply About employer

More about this job

Responsibilities

You will support Investment Advisors by managing client portfolios, building business relationships, and providing exceptional service to high net worth clients. Additionally, you will perform administrative duties, ensure compliance with regulatory standards, and assist in the development of investment proposals.

Requirements

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

Skills

Relationship management
Investment advice
Client service
Administrative support
Compliance
Investment planning
Critical thinking
Document verification
Cash management
Organizational skills
Asset allocation
Bilingualism
Financial services
Brokerage industry knowledge

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

Investment Representative
CIRO
Investment Dealer
Derivatives license
Portfolio management
Relationship management
Compliance
High net worth clients
Financial products
Asset allocation
Brokerage
Investment planning
Administrative support
Bilingual
Investment Advisor
Cash management
Client experience
Investment proposals
Risk tolerance
Regulatory standards

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