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Added 13 mins ago
R
Client Advisor Intern
RBC
Thunder Bay, ON
- Part-time
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Added 13 mins ago
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Personal Finance Advisor
Desjardins
Saint-Sauveur, QC · Sainte-Adèle, QC
- 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 13 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 13 mins ago
D
Personal Finance Advisor
Desjardins
Saint-Sauveur, QC · Sainte-Adèle, QC
- 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 13 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 29 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 29 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 43 mins ago
PI
Project Technologist
Pinchin in Canada
Richmond, BC
- Full-time
Current employees are encouraged to speak with their HR Advisor for information on the application process.
Added 43 mins ago
PI
Project Technologist
Pinchin in Canada
Mississauga, ON · Oshawa, ON · Toronto, ON
- Full-time
Current employees are encouraged to speak with their HR Advisor for information on the application process.
Added 59 mins ago
R
Banking Advisor
RBC
Thunder Bay, ON
- Full-time
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Added 1 hour ago
C
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
Technical Business Development - Power & Drives (Process Electrification)
Spartan Controls Ltd.
Calgary, AB
…successful candidate will act as a technical authority and trusted advisor, translating customer operational and electrical challenges into engineered Power & Drives solutions that enable…
Added 1 hour ago
FG
Lead Software Engineer, Full-Stack Applications - AI Fluent
Fitch Group
Toronto, ON
- $180,000 to $220,000 CAD / year
…managers, analysts, and senior stakeholders as a trusted technical advisor, mentor engineers across teams, facilitate technical discussions, and foster a culture of experimentation,…
Added 1 hour ago
OR
Business Analytics Manager
OSL Retail Services Inc
Mississauga, ON
- Other
Act as a trusted advisor and thought partner, challenging assumptions and bringing forward insights that influence business decisions
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…
Added 1 hour ago
D
Senior Advisor, Operational efficiency
Desjardins
Levis, QC · Montreal, QC · Complexe Desjardins Montréal
- Full-time
As a senior operational efficiency advisor, you help design and improve business processes and operations based on business models and organizational structures to boost operational…
Added 2 hours ago
R
Banking Advisor
RBC
Quebec, QC
- Full-time
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Added 2 hours ago
D
Investigations Advisor
Desjardins
Levis, QC · Montreal, QC
- Full-time
As an investigations advisor, you help apply tactics, techniques and procedures for investigations, inquiries, liaisons and information to a wide range of administrative and security…
Added 2 hours ago
MU
HUMAN RESOURCES ADVISOR (BAND LEVEL 10)
Memorial University, Newfoundland and Labrador
St. John's, NL
- $74,288 to $96,297 CAD / year
- Full-time
…organizational planning and effectiveness, skills development, recruitment and succession planning, collective agreement interpretation, issues management, attendance management, employee…
Added 3 hours ago
MI
Commercial Business Development Manager
Munn Insurance
Dartmouth, NS
- Full-time
…successful candidate will identify opportunities, develop trusted advisor relationships, and work closely with internal commercial insurance professionals to deliver customized solutions…
Added 3 hours ago
AC
Claim Advisor Auto
Allstate Canada
Canada
- Full-time
Our team is growing and we are actively looking to hire a Claim Advisor, Auto to join our Maritimes team.
Added 3 hours ago
IF
Senior Process Journey Owner
iA Financial Group
Toronto, ON · Montreal, QC
- Full-time
…to increase efficiency, productivity, and quality across the advisor and client journeys at iA Private…
Added 3 hours ago
FC
Associate, Compensation (12 to 15-month contract)
Fiera Capital
Montreal, QC
- Full-time
The Associate, Compensation supports the Advisor, Compensation in the day-to-day delivery of the organization's compensation programs. Working under the Advisor's guidance, the role focuses…
Added 4 hours ago
NB
Manager, Financing Solutions
National Bank of Canada
Montreal, QC
- Full-time
…they are complex, will quickly allow you to become a trusted advisor to these clients. This position reports to the Associate Vice President of Pharmacies and Healthcare…
Added 4 hours ago
NB
BANKING ADVISOR
National Bank of Canada
Drummondville, 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…

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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