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Added 12 mins ago
MM
Global Health Advisory Consultant
Marsh McLennan
Montreal, QC
- Full-time
· Lead complex, large-scale consulting engagements for multinational clients, acting as a trusted advisor and guiding project teams to deliver high-quality outcomes.
Added 12 mins ago
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Senior Accountant, Cross Border Individual Tax
MNP
Edmonton, AB · AB · Calgary, AB
- Full-time
…within a complex and dynamic regulatory framework. As a trusted advisor, you’ll provide tax advice on domestic and foreign assignments that empowers client organizations and their employees…
Added 12 mins ago
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Solution Architect III
TD
London, ON · 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 12 mins ago
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Full Stack Architect
TD
London, ON · 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 12 mins ago
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Trading Agreement Negotiator - Vice President – Global Markets
MUFG
Toronto, ON
- Full-time
Act as a trusted advisor to Front Office, Legal, Credit Risk, Operations, Compliance, and other control functions.
Added 12 mins ago
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Personal Finance Advisor
Desjardins
Montreal, QC · Caisse Desjardins de Lachine
- Full-time
As a personal finance advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your role…
Added 12 mins ago
AC
Philanthropic Engagement Advisor ( 3-year)
Algonquin College
Ottawa, ON
- Full-time
Reporting to the Director, Advancement Services, the Philanthropic Engagement Advisor provides specialized professional expertise and advice in support of the College's fundraising…
Added 28 mins ago
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Enterprise Account Executive
JAGGAER
Canada
- Full-time
Serve as a trusted advisor and thought leader to key stakeholders
Added 28 mins ago
C
Pre-Sales D365 / ERP Solutions Architect
Centrilogic
Canada
- Full-time
Act as a senior technical advisor to sales leadership and client stakeholders.
Added 28 mins ago
FC
Market Data Vendor Manager
Fidelity Canada
Toronto, ON
- Full-time
3.Stakeholder Support & Business Partnership: Act as a trusted advisor to business and technology stakeholders by providing mentorship on market data solutions, assessing business…
Added 58 mins ago
MD
Senior Manager of Policy and Regulation-State Prog Admin Supv Prin
Minnesota Direct Care and Treatment
Saint-Paul, NB · St.-Paul, NB
- Full-time
The Senior Manager of Policy and Regulation leads the Minnesota Board of Cosmetology's policy development, legislative affairs, regulatory planning, agency communications, and stakeholder…
Added 58 mins ago
GC
Tax Partner
GlassRatner Canada
Toronto, ON
- Full-time
The Canadian Tax Partner is a central leadership role responsible for guiding complex tax planning engagements, elevating technical standards, and stewarding long-term client relationships.…
Added 58 mins ago
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Director, Human Resources and Legal Affairs
Aeromag
Montreal, QC
- Full-time
It is an opportunity to bring together two complementary areas of expertise, work closely with executive leadership, and directly influence the strategic direction and continued development…
Added 58 mins ago
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Senior Environmental Consultant (Hybrid/Remote)
Barr
Calgary, AB
- Full-time
…Western Canada and the United States. This person will have a leadership role growing Barr’s Canadian services and in supporting our clients and project…
Added 58 mins ago
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Banking Advisor
RBC
Thunder Bay, ON
- Full-time
World-class sales training, coaching, and development opportunities
Added 1 hour ago
EP
Controller
Export Packers
Brampton, ON
- Full-time
…financial insight. The Controller partners closely with senior leadership and cross-functional teams to drive efficiency, implement process improvements, and uphold financial discipline…
Added 1 hour ago
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Associate Investment Advisor
CIBC
Barrie, ON
- Full-time
…and exceptional client service. As an Associate Investment Advisor, you will deploy assets into suitable financial products based on the client’s risk/reward tolerances. You will be engaged…
Added 1 hour ago
M
Registered Dietitian - Part Time
Maquise
ON · SCARBOROUGH, ON
- Part-time
Approve the menu, assist in development of recipes, and implement food production controls Complete nutritional assessments and nutritional care plans for all residents.
Added 1 hour ago
W
Vice President Human Resources
Wilson
Toronto, ON · Greater Toronto Area, Canada
- $200,000 to $220,000 CAD / year
- Full-time
…this executive will be the senior people leader and a trusted advisor to the CEO and operating…
Added 1 hour ago
Technical Business Development - Power & Drives (Process Electrification)
Spartan Controls Ltd.
Calgary, AB
This role is responsible for technically leading the identification, shaping, and development of complex electrification solutions across industrial process customers. The successful…
Added 1 hour ago
FG
Lead Software Engineer, Full-Stack Applications - AI Fluent
Fitch Group
Toronto, ON
- $180,000 to $220,000 CAD / year
…highly visible role, you will combine hands-on engineering leadership with a passion for innovation, partnering with product, analytics, and technology teams to modernize workflows and…
Added 1 hour ago
S
Solution Engineer (Pre-Sales) - All Levels (Canada)
Salesforce
Toronto, ON
- Full-time
Solutions Engineers work on a wide array of assignments including business development, operations and IT strategies, as well as product demonstrations. This person must assume the role of…
Added 1 hour ago
OR
Business Analytics Manager
OSL Retail Services Inc
Mississauga, ON
- Other
Lead the development and execution of an analytics agenda aligned to business priorities and strategic objectives
Added 1 hour ago
ML
Business Development Representative
Maple Life
Toronto, ON
- $45,000 to $55,000 CAD / year
- Full-time
…someone who wants to learn fast, level up, and grow into a leadership or advisor role in the…
Added 1 hour ago
M
Senior Advisor, GO Market Development
Metrolinx
Toronto, ON
- Full-time
Our GO Market Development Team is seeking a Senior Advisor to lead the identification, assessment, and monitoring of emerging and future travel markets that will shape future of GO Transit…

CIBC

Associate Investment Advisor

Barrie, ON, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Oct 31, 2026
Experience: You have a postsecondary degree/diploma and/or 4 years of relevant experience.
Posting language: English
Posted: Oct 27, 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 dedicated relationship management, trusted investment advice and exceptional client service. As an Associate Investment Advisor, you will deploy assets into suitable financial products based on the client’s risk/reward tolerances. You will be engaged in all marketing and business development activities which are designed to facilitate the accumulation of assets, by identifying, attracting, and converting prospects into clients of the Team. You will proactively service clients and address investment-related questions. You will make decisions on moderately complex issues that contribute to the client experience in achieving their goals, deploying assets into suitable financial products based on the client’s risk and reward tolerances and demographic profile.

At CIBC we enable the work environment most optimal for you to thrive in your role. Details of your work arrangements will be discussed at the time of your interview.

How you’ll succeed

Building relationships - Display high levels of interpersonal and relationship building skills to effectively network, prospect, and build strong and trusting client relationships.
Investing - Develop investment plans and written proposals for prospects and clients. Analyze information/trends and apply it to individual client circumstances.
Collaborating - Participate in seminars for clients and prospects, in collaboration with team members. Demonstrate well-developed, interactive presentation skills to convey both factual and conceptual ideas to clients

Who you are

You're passionate about people. You find meaning in relationships and surround yourself with a diverse network of partners. You build trust through respect and authenticity.
You act like an owner. You thrive when you're empowered to take the lead, go beyond, and deliver results.
You put our clients first. You have strong relationship building skills and can problem solve client needs efficiently and effectively.
You have a postsecondary degree/diploma and/or 4 years of relevant experience.
You’re a certified professional. You have current accreditation and good standing as a Registered Representative (RR) with Canadian Investment Regulatory Organization - Investment Dealer (CIRO-ID).
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.

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 work to recognize you in meaningful, personalized ways including a competitive compensation, a banking benefit*, wellbeing support and additional offers such as employee and family assistance programs 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.

*Subject to 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.

Expected End Date

2027-10-29

Job Location

Barrie-126 Wellington St. W

Employment Type

Temporary (Fixed Term)

Weekly Hours

37.5

Skills

Business Development, Client Service, Customer Experience (CX), Financial Advising, Investment Advising, Portfolio Management, Results-Oriented, Wealth Management

Apply About employer

More about this job

Responsibilities

You will be responsible for building and growing client portfolios through dedicated relationship management and trusted investment advice. Additionally, you will engage in marketing and business development activities to identify, attract, and convert prospects into clients.

Requirements

Candidates must have a postsecondary degree or diploma and at least 4 years of relevant experience. You must also hold current accreditation as a Registered Representative with the Canadian Investment Regulatory Organization.

Skills

Business Development
Client Service
Customer Experience
Financial Advising
Investment Advising
Portfolio Management
Relationship Management
Wealth Management
Investment Planning
Presentation Skills
Networking
Prospecting
Problem Solving
Asset Management

Benefits

Competitive compensation
Banking benefit
Wellbeing support
Employee and family assistance programs
MomentMakers recognition program

Visa sponsorship

Not detected in the job text

Keywords

Investment Advisor
CIBC Wood Gundy
Portfolio Management
Wealth Management
Business Development
Client Relations
CIRO-ID
Registered Representative
Financial Products
Risk Management
Investment Planning
Relationship Management
Asset Accumulation
Prospecting
Investment Dealer
Banking
Financial Services

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