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Added 10 mins ago
F
Webber - AZ/DZ Seasonal Equipment Operator (Guaranteed Hours) - Mimico - Infrastructure Management
Ferrovial
ON · Toronto, ON · CAN - Webber - Infra - Peel Halton
- Full-time
…partnership (P3) solutions. Webber also has an in-house engineering services department to help optimize building efficiency and quality while solving complex project challenges using field…
Added 10 mins ago
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Customer Service Representative
Tirecraft
Ingersoll, ON
- Full-time
Tirecraft is a proudly Canadian owned and operated expert in tires and automotive services. We’re looking for a detail-oriented and customer-focused Customer Service Representative to join…
Added 10 mins ago
Lincoln Alexander Student Service Assistant
University of Guelph
Guelph, ON
As the frontline representative of the Office of Registrarial Services, this role provides proactive, empathetic, and professional support to students, staff, faculty, and visitors. The…
Added 10 mins ago
WF
Project Manager
Westbank First Nation
Kelowna, BC
- Full-time
…healthy, strong and vibrant community through programs and services that promote physical, mental, emotional and spiritual well-being and healing. Come join our team and become part of an…
Added 10 mins ago
Early Childhood Educator Assistant (Casual)
Halton Region
Brantford, ON
You make a positive difference in people’s lives because you provide high quality customer centered services. You operate within a highly ethical environment and will be accountable for…
Added 10 mins ago
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Financial Planner-Okotoks
TD
Okotoks, AB
- Full-time
…financial planning expertise, relationship building and ongoing…
Added 10 mins ago
GF
Customer Service Representative (Motivator) - Red Deer Parkland Mall
GoodLife Fitness
Red Deer, AB
- Part-time
Who is a Customer Service Representative (Motivator)?
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Account Representative
Movati
Edmonton, AB
- Full-time
…unique needs, interests and goals with the right Club products, services and…
Added 10 mins ago
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Client Financial Services Agent
Desjardins
Montreal, QC · Caisse Desjardins Hydro
- Full-time
As a client financial services agent, you work closely with advisors and provide personalized support to members and clients. You help advisors deliver services and maintain business…
Added 10 mins ago
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Personal Finance Advisor
Desjardins
Sorel-Tracy, QC
- Full-time
Stay up-to-date on the financial services industry, market trends and best practices in your field
Added 10 mins ago
D
Personal Finance Advisor
Desjardins
Montreal, QC
- Full-time
Stay up-to-date on the financial services industry, market trends and best practices in your field
Added 10 mins ago
C
Client Services Representative (Casual)
CIBC
Temiskaming Shores, ON · New Liskeard
- Part-time
…fast-paced Banking Center and use your knowledge of financial services products to help clients with their day-to-day banking needs. As a Client Service Representative, whether it’s…
Added 25 mins ago
AA
store driver
Advance Auto Parts
Rivière-du-Loup, QC
- Part-time
Engage with walk-in customers to understand their needs and recommend appropriate parts or services
Added 25 mins ago
AA
Parts Counter / Driver
Advance Auto Parts
Stratford, ON
- $17.95 to $21.55 CAD / hour
- Part-time
Manage DIY services including testing, battery installation, wiper installs, etc.
Added 25 mins ago
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Manager Health Services Watrous
HealthCareersInSask.ca
Watrous, SK
- Full-time
Job Description: The Manager, Health Services, is a key leader in Saskatchewan health care, partnering with system leaders to achieve our province’s healthcare goals. Reporting to the…
Added 25 mins ago
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Manager - Primary Health Care
HealthCareersInSask.ca
Saskatoon, SK
- Full-time
…functionally within the portfolio and across the organization to support operations. The Manager will develop partnerships and work closely with system and community…
Added 25 mins ago
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Manager
HealthCareersInSask.ca
Regina, SK
- Full-time
Department: Community Health Services Administration
Added 25 mins ago
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Manager
HealthCareersInSask.ca
Saskatoon, SK
- Full-time
Job Description: The Manager, Health Services, is a key leader in Saskatchewan health care, partnering with system leaders to achieve our province’s healthcare goals. Reporting to the…
Added 25 mins ago
Auditing and Supplier Director
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…produisons et commercialisons des médicaments, des solutions et des services innovants dans plus de 110 pays et…
Added 25 mins ago
Diagnostic Imaging Nurse (Signing Bonus Available)
Nova Scotia Health and IWK Health
Halifax, NS
…Immigrants/Newcomers, Persons with Disabilities, 2SLGBTQIA+ to apply to support our goal for our workforce to be representative of the patients, families, and communities that we care for…
Added 25 mins ago
Clinical Nurse Educator - Women and Children's Health
Nova Scotia Health and IWK Health
Sydney, NS
Department: IPPL Professional Practice Support
Added 25 mins ago
EM
Customer Service Representative - Fort McMurray Airport
Enterprise Mobility
Fort McMurray, AB
- $19 CAD / hour
- Full-time
The Enterprise brand of Enterprise Mobility has an exciting opportunity for a Customer Assistance Representative Sr (CAR Sr). The Customer Assistance Representative Sr (CAR Sr) will provide…
Added 25 mins ago
DF
Member Service Representative (Full-Time)
DUCA Financial Services Credit Union Ltd.
Guelph, ON
- Full-time
DUCA is currently looking for a full-time Member Service Representative to join our dynamic Guelph branch!
Added 25 mins ago
HM
Professional Sales Representative
Hail Medic Corp.
Toronto, ON
- Full-time
…Medic prioritizes an exceptional customer experience, providing services such as valet support to minimize inconvenience for…
Added 41 mins ago
CC
Financial Services Representative
Conexus Credit Union
Moose Jaw, SK
- Part-time
We’re looking for an agile member-service ambassador to come on board as a part-time Financial Service Representative at our Moose Jaw Branch. You will be the first point of contact for…

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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