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Added 12 mins ago
S
Senior Manager, Quality Assurance and Financial Crime Operations – Canada
Sunlife
Toronto, ON
- Full-time
You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts…
Added 12 mins ago
SF
Receptionist And Administrative Assistant
Smith's Funeral Homes
Burlington, ON
- Part-time
Strong reception and customer service skills, including friendly, professional telephone and excellent in-person communication.
Added 12 mins ago
SH
Health Records Chart Reviewer
Scarborough Health Network
Toronto, ON · Scarborough, ON
- Part-time
Job Number: JR107439 Job Title: Health Records Chart Reviewer Union: Union: Job Category: Professional Hospital Location: General Site Job Type: Temporary (Fixed Term), Part time Contract…
Added 12 mins ago
MN
Citizen Support Worker
Métis Nation-Saskatchewan
Beauval, SK
- Part-time
Post-secondary education in human services or equivalent combination of academic, professional and/or lived experience.
Added 12 mins ago
UC
Admission Assistant, Operations & Experience
Upper Canada College
Toronto, ON
- $46,352 to $60,837 CAD / year
- Full-time
We are looking for an enthusiastic, customer relational, and adaptable individual who will serve as a primary point of contact for families applying to the College, delivering exceptional…
Added 12 mins ago
A
Senior Strategic Account Manager
AT&T
Toronto, ON
- Full-time
…services, fostering long-term client relationships, and ensuring customer satisfaction for business and international clients while meeting sales-based quotas and participating in incentive…
Added 12 mins ago
AT
Senior Account Manager
AOT Technologies
Canada
- Full-time
…offerings reflect our entrepreneurial spirit and firsthand experience solving real-world problems with scalable, human-centered…
Added 12 mins ago
ET
Manager Marketing & Communications
E2IP TECHNOLOGIES
Montreal, QC
- Full-time
Recruit and onboard new team members, and support each person's professional development and long-term career growth
Added 12 mins ago
S
Merchant Support Advisor, Canada (Canada )
Shopify
Canada
- Full-time
Contact center or technical support experience (experience supporting entrepreneurs or small businesses is a plus)
Added 12 mins ago
BP
Catering Associate
BlueSky Personnel Solutions
Toronto, ON
- $44,300 to $54,700 CAD / year
- Full-time
Serve as a professional ambassador, anticipate client needs, and support high-profile meetings and events with discretion.
Added 12 mins ago
WC
(CAN) General Merchandise Associate
Walmart Canada
Alexis Whitecourt 232, AB · Whitecourt, AB
- Full-time
…fast‑paced retail environment. In this role, you deliver excellent customer service by living Walmart’s values, maintaining a well‑organized and customer‑ready sales floor, and supporting…
Added 12 mins ago
SM
Medical Radiation Technologist (CT & X-Ray)
Stevenson Memorial Hospital
Alliston, ON
- Internship
Successful completion of IV contrast media injection course/experience highly recommended.
Added 12 mins ago
SM
Unit Assistant, Emergency
Stevenson Memorial Hospital
Alliston, ON
- Internship
One (1) year experience in within a healthcare setting preferred.
Added 12 mins ago
SM
Medical Radiation Technologist (CT & X-Ray)
Stevenson Memorial Hospital
Alliston, ON
- Full-time
Successful completion of IV contrast media injection course/experience highly recommended.
Added 12 mins ago
SM
Medical Radiation Technologist (CT & X-Ray)
Stevenson Memorial Hospital
Alliston, ON
- Internship
Successful completion of IV contrast media injection course/experience highly recommended.
Added 12 mins ago
SM
Medical Radiation Technologist (CT & X-Ray)
Stevenson Memorial Hospital
Alliston, ON
- Full-time
Successful completion of IV contrast media injection course/experience highly recommended.
Added 12 mins ago
WC
Full Time Staff Pharmacist - Courtenay - Campbell River
Walmart Canada
Courtenay, BC
- Full-time
Ensure excellent patient experience, locate merchandise on the sales floor.
Added 12 mins ago
RH
Ecommerce Manager
Robert Half
Oshawa, ON
- Full-time
Experience with CRM, email marketing, customer segmentation, and marketing automation.
Added 12 mins ago
DI
Customer Service Representative
Desjardins Insurance
Fort Erie, ON
- Full-time
This is a full-time, on-site Customer Service Representative role located in Fort Erie, ON. The role involves assisting customers with inquiries, providing exceptional customer support,…
Added 12 mins ago
G
Senior Surety Representative
Gallagher
Victoria, BC
- $88,000 to $138,000 USD / year
- Full-time
…senior-level opportunity is ideal for an experienced surety professional who brings strong technical expertise, commercial judgment, and established market relationships and is interested…
Added 12 mins ago
LM
Medical Lab Technician
LifeLabs Medical Laboratory Services
Sudbury, ON · Greater Sudbury, ON
- Part-time
…commitment to our core values of caring, agility, teamwork, and a customer-centered approach. As part of this commitment, LifeLabs prioritizes the ongoing development of our diversity,…
Added 12 mins ago
D
Dental Administrator - Montrose Dental
Dentalcorp
Niagara Falls, ON
- Full-time
At Montrose Dental, our dental administrators play an essential role in creating a welcoming patient experience and keeping our practice running smoothly. Located in Niagara Falls, we’ve…
Added 12 mins ago
FC
Casual Courier-2
FedEx Canada
Clairmont, AB
- Part-time
One (1) year customer oriented business experience preferred
Added 12 mins ago
AC
Financial Services Consultant
Assiniboine Credit Union
Rivers, MB
- Full-time
…promoting the use of digital tools to enhance the overall member…
Added 12 mins ago
SQ
Conseiller/Conseillère stagiaire, Programme de perfectionnement du conseiller -Perspectives d'avenir/Advisor Trainee- Advisor Development Program -Future Opportunities
Sunlife Québec
Trois-Rivières, QC · Greater Trois-Rivieres Metropolitan Area
- Full-time
You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts…

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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