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Added 8 mins ago
DC
Team Manager
Dillon Consulting Limited
Chatham-Kent, ON · Guelph, ON · Hamilton, ON · Kingston, ON · Kitchener, ON · London, ON · Oakville, ON · Ottawa, ON · Toronto, ON · Windsor, ON · North York, ON · Chatham, ON
- Full-time
…than 1100 employees across Canada, we offer a wide range of services related to building and improving facilities and infrastructure, protecting the environment, and developing…
Added 8 mins ago
D
Advisor, Business
Desjardins
Montreal, QC
- Full-time
As a senior business advisor, you help serve, prospect for, solicit, and develop and maintain business relationships with members and clients. You help sell business products and services…
Added 23 mins ago
RJ
Mutual Funds Associate - 18 Month Contract
Raymond James
Vancouver, BC
- Full-time
Raymond James Ltd. is Canada’s leading independent investment dealers offering high quality investment products and services to Canadians seeking customized solutions to their wealth…
Added 23 mins ago
A
Regional Service Agent
Allstate
AB · Edmonton North Agency
- Full-time
…providing its customers prevention and protection products and services for every stage of life. Serving Canadians since 1953, Allstate strives to reassure both customers and employees with…
Added 23 mins ago
R
Client Advisor Intern
RBC
Norfolk, ON
- Part-time
…a great career with us as a future Account Manager/Banking…
Added 23 mins ago
R
Client Advisor
RBC
Ottawa, ON
- Part-time
Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.
Added 23 mins ago
PH
Senior Compliance Advisor
Public Health Ontario
Toronto, ON
- Full-time
Reporting to the Director, Controllership, the Senior Compliance Advisor coordinates and supports PHO’s Enterprise Risk Management, compliance, internal control and compliance monitoring…
Added 38 mins ago
D
Personal Finance Advisor
Desjardins
Princeville, QC · Caisse Desjardins de L'Érable
- 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 38 mins ago
C
Senior Branch Administrator, Wood Gundy-Bilingual
CIBC
Quebec, QC
- Full-time
Sales Support & Customer Service – Assist Branch Manager to perform Investment Advisor duties such as taking buy/sell orders of T-Bills, Corporate Paper, Bankers Acceptances, Mutual Funds,…
Added 38 mins ago
TR
Salesforce Financial Services Cloud (FSC) Developer
Top Recruitment
Toronto, ON
- $60 CAD / hour
- Contract
Tech Skills: Salesforce Financial Services Cloud, Apex, Lightning Web Components (LWC), SOQL/SOSL, Salesforce Flows, REST/SOAP APIs, Salesforce DX
Added 53 mins ago
ST
Salesforce Implementation Consultant & Platform Administrator
SS&C Technologies
Toronto, ON
- Full-time
SS&C is a leading provider of mission-critical, AI-powered technology and services empowering financial services and healthcare organizations to work smarter, faster, and securely. Founded…
Added 53 mins ago
Senior Manager, Business Banking Advisory - Tangerine
Scotiabank
Toronto, ON
The Senior Manager, Business Advisory acts as a strategic advisor to the Director Product, Platform & Proposition, Tangerine Business and leadership team, providing small business,…
Added 53 mins ago
Financial Planner, Scotia Financial Planning - Terry Fox & Campeau
Scotiabank
Ottawa, ON
…cultivate meaningful connections, positioning yourself as a trusted advisor. By building strong internal partnerships across the branch network, you ensure seamless access to the full…
Added 53 mins ago
Scotia Wealth Insurance Services Regional Director, Central Canada
Scotiabank
Toronto, ON
The Regional Director, Central Canada, plays an integral role within Scotia Wealth Insurance Services (SWIS), to enable the delivery and growth of our Wealth Insurance offering across…
Added 53 mins ago
Financial Advisor, Investment & Retirement Planning - Timberlea, Fort McMurray, Alberta
Scotiabank
Fort McMurray, AB
Internally known as Financial Advisor, Investment and Retirement Planning (FAIR), as a Financial Planner in our retail branch network, you are a member of the branch sales team responsible…
Added 53 mins ago
FG
Software Engineer, Full-Stack Applications (Associate Director)- 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 53 mins ago
D
Credit Risk Modelling Data Scientist
Desjardins
Montreal, QC
- Full-time
…advanced statistical knowledge. You serve as a data use specialist advisor and subject matter expert for practitioners, as well as a resource person and coach for the team. You interact…
Added 53 mins ago
D
Data Scientist, Validation of Financial and AI Models
Desjardins
Montreal, QC · Complexe Desjardins Montréal
- Full-time
As a data scientist, you provide the data needed to make business decisions, develop solutions and services adapted to business issues and understand member and client behaviour. You lead…
Added 1 hour ago
RT
Associate Vice President, Administration - St. Francis Xavier University
Royer Thompson
Antigonish, NS
- Full-time
…pursuit of leadership and organizational excellence. Our core services include executive search, management recruitment, executive development, HR advisory and inclusion &…
Added 1 hour ago
UO
Residence Life Coordinator
University of Waterloo
Waterloo, ON
- Full-time
…an assigned student residence(s). This position acts as an advisor and support to students living in residence with emphasis placed on a student’s holistic development. The RLC provides…
Added 1 hour ago
Senior Auditor
Independent Electricity System Operator
Canada
This is a unionized position that falls within the Internal Audit Department of the Corporate Services Business Unit.
Added 1 hour ago
R
Banking Advisor - Aurora, Newmarket (English and/or Mandarin, Cantonese, Russian, Turkish)
RBC
Aurora, ON · Bradford West Gwillimbury, ON · Newmarket, ON · Richmond Hill, ON
- Full-time
Banking Advisor - Aurora, Newmarket (English and/or Mandarin, Cantonese, Russian, Turkish)
Added 1 hour ago
R
Director, New Accounts and Documentation
RBC
Toronto, ON
- Full-time
Strategic Advisory and Escalation – Serve as senior-level advisor for decision-making across all groups within scope. Act as point of escalation for matters unresolved by managers and as…
Added 1 hour ago
SL
Business Development Partner
Sun Life
Moncton, NB
- Full-time
…growth, by supporting them in building a holistic financial services practice that includes life and health insurance and wealth products. You’ll report to the District Manager (DM) and…
Added 1 hour ago
D
DNS and Email Security Management Advisor
Desjardins
Levis, QC · Montreal, QC
- Full-time
…configuration specialist. As a DNS and Email Security Management Advisor, you’ll use your knowledge of DNS administration while developing your expertise in a large and complex technology…

CIBC

Associate Investment Advisor- Bilingual

Laval, QC, Canada
Montreal, QC, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Feb 1, 2027
Posting language: English
Posted: Nov 2, 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 on your work arrangement (proportion of on-site and remote work) 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 are educated. You have a university degree within a related field/Industry related designation and/or relevant experience.
You’re a certified professional. You have current accreditation and are in good standing as an Investment Representative (IR) with Canadian Investment Regulatory Organization - Investment Dealer (CIRO-ID). It is an asset if you have Registered Representative (RR) licensing. Financial Services and/or Brokerage industry experience and working knowledge of various quotation equipment is required.
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.
You're fluent in French and English to serve our clients in the community.

At CIBC, we seek individuals who value innovation, collaboration and client service. This posting is for a role we regularly recruit for to support our talent pipeline. Apply to be considered for future opportunities.

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 aspire to give you a career, rather than just a paycheck.

We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, defined benefit pension plan*, an employee share purchase plan, a vacation offering, wellbeing support, 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.
We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.

*Subject to plan and 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.

Job Location

QC-Montréal, 1250 René-Lévesque W Blvd, Suite 3100

Employment Type

Regular

Weekly Hours

37.5

Skills

Analytical Thinking, Business Development, Business Documentation, Client Relations, Customer Experience (CX), Developing Proposals, Financial Products, Investment Portfolios, Investments, Marketing Activities, Relationship Management, Teamwork, Transaction Banking, Work Collaboratively

Apply About employer

More about this job

Responsibilities

Build and grow client portfolios by providing investment advice, developing investment plans and proposals, and selecting suitable financial products based on clients’ circumstances and risk tolerances. Develop business by identifying and converting prospects, maintaining client relationships, addressing investment questions, and collaborating on client and prospect seminars.

Requirements

Candidates need a related university degree, an industry designation, or relevant experience, along with current Investment Representative accreditation in good standing with CIRO-ID; Registered Representative licensing is an asset. Financial services or brokerage experience, working knowledge of quotation equipment, and fluency in French and English are required.

Skills

Relationship Building
Investment Advice
Investment Planning
Portfolio Management
Financial Product Selection
Business Development
Prospecting
Client Service
Client Relations
Analytical Thinking
Proposal Development
Marketing
Presentation Skills
Teamwork
French-English Bilingual Communication

Benefits

Competitive Salary
Incentive Pay
Banking Benefits
Benefits Program
Defined Benefit Pension Plan
Employee Share Purchase Plan
Vacation
Wellbeing Support
Recognition Program
Paid Personal Development Day

Visa sponsorship

Not detected in the job text

Keywords

CIBC Wood Gundy
Investment Advisor
Investment Representative
CIRO-ID
Registered Representative
Investment Portfolios
Investment Advice
Financial Products
Risk Tolerance
Investment Plans
Written Proposals
Financial Services
Brokerage
Quotation Equipment
Business Development
Prospecting
Client Relations
Relationship Management
Marketing Activities
Client Service
Analytical Thinking
Presentation Skills
French
English

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