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Added 1 min ago
MD
WIC Administrative Assistant - Office & Administrative Specialist Senior
Minnesota Direct Care and Treatment
Saint-Paul, NB · St.-Paul, NB
- Full-time
Associate's degree may substitute for six (6) months of experience.
Added 1 min ago
F
Regional Operations Manager - Vancouver- BC
Foodtastic
Abbotsford, BC
- Full-time
…improve operational performance. The ROM is accountable for key financial and performance measures within his/her region, including sales, performance, guest experience scores, Food Safety…
Added 1 min ago
AP
Business Development Associate
Arbitration Place
Toronto, ON · Greater Toronto Area, Canada
- Full-time
The Business Development Associate is a front-line, revenue-generating role focused on growing Arbitration Place’s client base. The Associate will generate new leads, respond to and convert…
Added 1 min ago
MI
Associate Director, Business Data Office, Client Data Team
MUFG Investor Services
Halifax, NS
- Full-time
…knowledge with the strength of MUFG - one of the world’s largest financial institutions with approximately $3 trillion in…
Added 1 min ago
UO
Director, Administration
University of Victoria
Victoria, BC
- Full-time
Under the direction of the Dean, and in collaboration with Associate Deans and Chairs/Directors as applicable, the Director, Administration (DA) is responsible for the management of the…
Added 1 min ago
WC
(CAN) Asset Protection Associate
Walmart Canada
Winnipeg, MB
- 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 min ago
WC
Loss prevention investigator
Walmart Canada
Leamington, ON
- Full-time
Position Summary...To conduct internal (associate) and external (customer) investigations related to financial & Physical loss and support the greater Loss Prevention team and its strategy.
Added 1 min ago
SC
Replenishment Supervisor
Staples Canada
Calgary, AB
- Full-time
Develop individual associate’s skills, standards and morale through training and coaching including giving consistent feedback, conducting Performance Appraisals and delivering disciplinary…
Added 1 min ago
WC
(CAN) Manager, Product Development (IC) Contract
Walmart Canada
Mississauga, ON
- Contract
Exceptional financial acumen is required to build annual operating plans, balancing different levers to grow the private brand business. The role also involves managing product lifecycle to…
Added 1 min ago
AI
Facilities & Custodial Associate
Accurate Indigenous Managers & Advisors
Winnipeg, MB
- $17 to $23 CAD / hour
- Full-time
…Indigenous communities and organizations through specialized financial administration, capacity building, community-centered services, and operational…
Added 1 min ago
SL
Junior / Associate Family Lawyer
Smedstad Law
AB · Edmonton, AB
- Full-time
We're looking for a compassionate and motivated Junior / Associate Family Lawyer with some litigation experience and a genuine interest in helping people navigate family law matters.
Added 1 min ago
C
Senior Facilities Manager
CBRE
Richmond, BC
- Full-time
…service providers to ensure exceptional operational performance, financial management, compliance, and client…
Added 1 min ago
TU
Undergraduate Programs Assistant
The University of British Columbia
Kelowna, BC
- $4,981 to $5,713 CAD / month
- Full-time
This position will provide student, faculty and financial related administrative support to the Department Head(s), faculty and staff in the Departments of Computer Science and Physics,…
Added 1 min ago
KE
Analyst/Associate
Kanin Energy
Calgary, AB
- Full-time
Kanin Energy is seeking a sharp, motivated Analyst or Associate with a background in power generation related project finance, energy M&A/investment banking, or electricity market analysis…
Added 1 min ago
SG
Assurance - Senior Associate, Accounting & Assurance
Segal GCSE LLP
Toronto, ON
- Full-time
Working with a high degree of independence, the Senior Associate leads assigned engagements and complex file sections, reviews the work of junior team members, prepares accurate…
Added 1 min ago
AC
Telephony and Mobility Administrator
Amphenol Communications Solutions
Markham, ON
- Full-time
…Phone and carrier services with strong process discipline, financial acumen and the ability to translate usage and cost data into clear, actionable reporting for the leadership…
Added 1 min ago
T
Manager, Advanced Analytic, Insurance Model Validations (Quants)
TD
Toronto, ON
- Full-time
Fellow or associate of the Society of Actuaries (FSA), Fellow or Associate of the Casualty Actuarial Society (ACAS), Fellow or Associate of the Canadian Institute of Actuaries (ACIA)
Added 1 min ago
S
Associate, Damages and Valuations
Secretariat
Toronto, ON
- Full-time
…institutions to answer complex questions that shape critical financial, economic, and strategic business…
Added 1 min ago
PR
Specialist - Intermediate Server Infrastructure
Peel Regional Police
Brampton, ON
- Temporary
-Microsoft Certified: Windows Server Hybrid Administrator Associate.
Added 2 mins ago
R
Transaction & Leasing Project Manager
Raise
Calgary, AB
- Full-time
…work with an industry leader. Our Client is a market leading financial…
Added 2 mins ago
ML
Marketing Associate - Brand
Maple Leaf Foods Inc.
Mississauga, ON
- $71,000 to $103,000 CAD / year
- Full-time
As a key member of the Brand team, the Brand Marketing Associate plays an integral role in building some of Canada's most iconic and trusted food brands. This role is ideal for a curious,…
Added 17 mins ago
TM
M&A Associate
The Mason Group - Strategic Search Partners
Toronto, ON
- $110,000 to $140,000 CAD / year
- Full-time
…to join a lean, high-energy, high-volume M&A team, with the Associate playing a key role across deal origination, due diligence, valuation, research, and transaction…
Added 32 mins ago
SD
Pharmacist, Hourly Part Time Evening
Shoppers Drug Mart
Toronto, ON
- Part-time
Involvement with financial reports as appropriate
Added 32 mins ago
SD
Pharmacist, Hourly Full Time Flexible Shifts
Shoppers Drug Mart
Toronto, ON
- Full-time
Involvement with financial reports as appropriate
Added 32 mins ago
W
(CAN) Asset Protection Associate
Walmart
Toronto, ON
- Part-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…

CIBC

Administrative Associate, Wood Gundy-Bilingual

Montreal, QC, Canada

Full-time

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Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Nov 13, 2026
Posting language: English
Posted: Oct 29, 2026

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 withprocesses 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). 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 live your values. You bring high standards, genuine care to your relationships, and want to grow with an employer that shares your values and brings out your best.
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, providing investment advice, and ensuring exceptional client service. Additionally, you will handle administrative processes, maintain compliance standards, and assist in the development of investment proposals.

Requirements

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

Skills

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

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-ID
Wood Gundy
Portfolio management
Client relations
Compliance
Investment planning
Asset allocation
Financial products
Brokerage
Administrative support
Risk tolerance
Cash management
Bilingual
Investment advisor
Relationship management
Proposal development
Document verification
Financial services
Client experience

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