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Added 15 mins ago
C
Associate Insurance Advisor
Co-operators
Edmundston, NB
- Full-time
…to meet our clients' unique needs. The Associate Insurance Advisor I is a key player in the support and development of the agency operation primarily through the sales and service of…
Added 15 mins ago
RB
Client Advisor Intern
Royal Bank of Canada
Thunder Bay, ON
- Part-time
Added 15 mins ago
RB
Director, Relationship Management, Corporate Client Group
Royal Bank of Canada
Toronto, ON
- Full-time
…our corporate segment, defined as organizations with annual sales revenue over $100MM. You will deliver a superior client experience, drive new client acquisitions, deepen and grow existing…
Added 15 mins ago
GC
Partner, Family Office
GlassRatner Canada
Toronto, ON
- Full-time
…Family Office practice. This individual will serve as a trusted advisor to HNW and UHNW families while driving business development, team leadership, and practice growth. This role offers…
Added 15 mins ago
CC
Sales Representative - Facility Services
Cintas Canada
Windsor, ON
- Full-time
Are you ready to launch your career in sales and be another reason Cintas, a growing Fortune 500 company, has been named to both FORTUNE’s World’s Most Admired Companies and Selling Power’s…
Added 15 mins ago
CC
Sales Representative - Facility Services
Cintas Canada
Tecumseh, ON
- Full-time
Are you ready to launch your career in sales and be another reason Cintas, a growing Fortune 500 company, has been named to both FORTUNE’s World’s Most Admired Companies and Selling Power’s…
Added 30 mins ago
Insurance Advisor
Talent Acquisition Team at Westland Insurance. Text reply only.
Brandon, MB
We’re searching for an Insurance Advisor. Are you searching for new possibilities?
Added 30 mins ago
EMPLOYER BRAND, COMMUNICATIONS AND TALENT DEVELOPMENT ADVISOR
Boutique La Vie En Rose
Montreal, QC
Performance bonuses (in-store sales or management position);
Added 30 mins ago
WO
Business Development Manager, Deposits
Wealth One Bank of Canada
Toronto, ON
- Full-time
Deposit, cash management or advisor-channel sales experience at a Canadian bank, trust company or credit union.
Added 30 mins ago
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Banking Advisor- EN
RBC
Quebec, QC
- Full-time
This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday…
Added 44 mins ago
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Personal Insurance Advisor
BrokerLink
St. Catharines, ON
- Full-time
We are looking for a Personal Insurance Advisor to work in our St. Catharine's, ON office on a permanent full-time basis and join our growing team!
Added 44 mins ago
B
Personal Insurance Advisor
BrokerLink
Cobourg, ON
- Full-time
We are looking for a Personal Insurance Advisor to work in our Cobourg office on a permanent full-time basis and join our growing team!
Added 44 mins ago
Bilingual Talent Acquisition Partner
Labatt Breweries of Canada
Toronto, ON
…could include but not be limited to Logistics, Manufacturing, Sales, Marketing, Finance, Legal, and…
Added 44 mins ago
R
Director, Relationship Management, Corporate Client Group
RBC
Toronto, ON
- Full-time
…our corporate segment, defined as organizations with annual sales revenue over $100MM. You will deliver a superior client experience, drive new client acquisitions, deepen and grow existing…
Added 44 mins ago
Senior Financial Advisor - Kings Place, Fredericton, NB
Scotiabank
Fredericton, NB
Developing, retaining and growing the branch business by delivering against individual and team sales goals that support a positive customer experience
Added 44 mins ago
D
Personal Finance Advisor
Desjardins
Sorel-Tracy, 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 44 mins ago
D
Personal Finance Advisor
Desjardins
Montreal, 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 59 mins ago
AI
Product Manager - Banking & Financial Services
Astra-North Infoteck Inc. ~ Conquering today’s challenges, achieving tomorrow’s vision!
Toronto, ON
- Full-time
…product documentation and training; and serves as a technical advisor on matters concerning the designated product and/or product…
Added 59 mins ago
SH
Manager/Director, Management Consulting
Santis Health
Toronto, ON
- Full-time
Lead end-to-end delivery of client engagements as the primary relationship holder and a trusted advisor to senior client leaders.
Added 59 mins ago
DF
Member Service Representative (Full-Time)
DUCA Financial Services Credit Union Ltd.
Guelph, ON
- Full-time
…can best help the Member whether it be themselves or a DUCA advisor (Financial Services Officer). The MSR will always follow up to ensure the Member was taken care…
Added 59 mins ago
QT
Product Manager(Banking domain background)
Q1 Technologies, Inc.
Toronto, ON
- $58 to $60 CAD / hour
- Contract
…product documentation and training; and serves as technical advisor on matters concerning the designated product and/or product…
Added 1 hour ago
Technical Business Development - Power & Drives (Process Electrification)
Spartan Controls Ltd.
Burnaby, BC
…Canada and beyond. We are dedicated to providing exceptional sales, support and service experiences for our diverse customer base in industries such as mining, power, oil & gas, municipal,…
Added 1 hour ago
Tangerine Advisor - Bilingual (French/English) - Tangerine
Scotiabank
Toronto, ON
The Tangerine Advisor, Level 1 is responsible for delivering exceptional investment advice and servicing in the spirit of the Investments team mission to Coach, Educate and Enable Canadians…
Added 1 hour ago
Financial Advisor - Southgate Shopping Center
Scotiabank
Ottawa, ON
Developing, retaining and growing the branch business by delivering against individual and team sales goals that support a positive customer experience
Added 1 hour ago
CT
Technical Sales Representative
Core Tool Technologies
Montreal, QC
- Full-time
Core Tool Technologies is a trusted supplier and advisor serving the Automotive Assembly, Aerospace, Electronics, and Mining industries. Built on strong partnerships with leading…

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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