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Added 7 mins ago
TC
Lead Hand, Heavy Equipment - Shop Technician
Toromont Cat
Sudbury, ON
- Full-time
…trouble shooting and repairing, as well as, preparing necessary service reports for customers. We are looking for people who are interested in diverse product range. Our ideal candidate is…
Added 7 mins ago
GI
Heavy Duty Cleaner
GDI Integrated Facility Services
Toronto, ON
- Full-time
…our customer’s businesses. With almost a century of facility service experience, state of the art business practices, environmentally friendly processes and supplies and an established…
Added 7 mins ago
MM
Implementation Lead Southern Ontario
Momo Medical
Remote, Canada
- Full-time
- Remote
⭐ A competitive salary + flexible employee benefits plan
Added 7 mins ago
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HVAC Technician
Ainsworth Inc
Winnipeg, MB
- Full-time
…diversity and rewards innovation, with competitive pay and great employee programs, join the GDI Ainsworth team…
Added 7 mins ago
TR
Sales Manager - Traveland RV
Traveland RV Supercentre
Grande Prairie, AB
- Full-time
Create and foster a positive work environment that promotes teamwork and employee retention
Added 7 mins ago
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System Analyst II
Paladin Technologies
Ottawa, ON
- Full-time
Maintain, troubleshoot, and service issues related to the above infrastructure
Added 7 mins ago
Technical Business Development - Power & Drives (Process Electrification)
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Spartan Controls is an employee-owned company and leading provider of data management, industrial automation, valves, measurement and control solutions for process industries in Western…
Added 7 mins ago
Mortgage Accounting Clerk - Toronto
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…Estate Secured Lending (RESL). You’ll deliver high-quality service to Mortgage Fulfilment Officers (MFOs), Underwriters, Solicitors, and customers by accurately processing entries in a…
Added 7 mins ago
Flight Centre - Corporate Benefits Consultant - Toronto, ON
Flight Centre
ON
…repeat business opportunities while delivering exceptional service and driving sales…
Added 7 mins ago
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Inbound Sales Development Representative - Hospitality
Lightspeed Commerce, Inc.
Remote, Canada
- Full-time
- Remote
Excellent customer service and telephone skills, including strong listening, verbal and written communication;
Added 7 mins ago
Cycle Technician
Halfords
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…role - you’ll be delivering market leading standards of cycle service and repair, after all. Working on kids, adult, premium, performance and electric cycles, you’ll help us wow every…
Added 7 mins ago
Postmaster - Premises provided by Postmaster (Group Office)
Canada Post - Postes Canada
Forest Grove, BC
…Postmaster, you will be the face of the Post Office in your community service area, supervising staff and ensuring that Canada Post demonstrates an energetic customer focus and commitment…
Added 7 mins ago
Post Office Assistant - Term
Canada Post - Postes Canada
Clermont, QC
Sell postal products and service to the business community and public
Added 7 mins ago
MI
Payroll Administrator / Human Resource Generalist - 9 Month Contract
McWane, Inc.
Scoudouc, NB
- Contract
Work in an organization that values innovation, customer service, and employee development.
Added 7 mins ago
Pharmacy Student
Sobeys Capital Incorporated or a Franchise/Affiliate / ou une franchise/société affiliée
Winnipeg, MB
The Pharmacy Student is responsible to provide superior customer service while completing the essential training to become a licensed Pharmacist. The student will gain a progressive…
Added 21 mins ago
7
Store Crew
7-Eleven
Sherwood Park, AB
- Full-time
…team and fun interactions with customers. Cashier, customer service, retail or foodservice experience is great, but not required. If you have a positive attitude, our training programs will…
Added 21 mins ago
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Anesthesia Assistant
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Brantford, ON
- Full-time
With Over 130 Years Of Service, BCHS Is Evolving With a Renewed Focus On Excellence, Collaboration, And Innovation. Our Strategic Priorities Center On Quality Care, Connected Teams, And a…
Added 21 mins ago
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Director Business Development, National Sales
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Quebec, QC
- Full-time
…us and let us show you why Sysco is at the heart of food and…
Added 21 mins ago
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Registered Practical Nurse - Day Surgery
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Wellness matters, our Employee Assistance program is free and confidential to all employees and family members.
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Added 21 mins ago
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Manager, After Hours Operations
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Brantford, ON
- Full-time
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Added 21 mins ago
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Registered Practical Nurse - Cardiology/Telemetry
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Brantford, ON
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Added 21 mins ago
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Registered Practical Nurse - Critical Care
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Brantford, ON
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Added 21 mins ago
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Recreation Therapist
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Brantford, ON
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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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