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Added 3 mins ago
E
Director, Public & Government Affairs - Technology clients
Edelman
Ottawa, ON · Toronto, ON
- $90,000 to $125,000 CAD / year
- Full-time
…client files while contributing to the firm's growth through new business development and relationship…
Added 3 mins ago
Staff Consultant - Risk, Process & Controls
EY
Montreal, QC
You will have the opportunity to contribute to internal controls engagements, business process risk assessments, internal audit activities and diagnostics designed to assess the…
Added 3 mins ago
MN
Junior QA Specialist
March Networks
Remote, Canada
- Full-time
- Remote
March Networks builds enterprise-level video-enabled business intelligence solutions and is looking for a Junior QA Specialist to help us deliver with impeccable quality. We are looking for…
Added 3 mins ago
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Consultant, Dealer Services
iA Financial Group
Brossard, QC · Montreal, QC
- Full-time
Are you passionate about business development, supporting dealerships, and improving performance? As a Consultant, Dealer Services, you will play a key role in optimizing the performance of…
Added 3 mins ago
Proposal Specialist
EBC Inc.
Mississauga, ON
Collaborates with business line management, business development, operations, and executive team to develop golden threads and win strategies, incorporating throughout proposal deliverables.
Added 3 mins ago
TU
Software Engineer Graduate Scheme - Halifax
targetjobs UK
Halifax, NS
- Full-time
…technology, engineering and operations teams that keep the business…
Added 3 mins ago
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Project Engineer/Analyst
Kinectrics
Tiverton, NS
- Full-time
Perform duties in a safe manner in compliance with Kinectrics policy, procedures and standards including the Kinectrics Code of Business Conduct.
Added 3 mins ago
MN
Junior QA Specialist
March Networks
Ottawa, ON
- Full-time
March Networks builds enterprise-level video-enabled business intelligence solutions and is looking for a Junior QA Specialist to help us deliver with impeccable quality. We are looking for…
Added 3 mins ago
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Business Development Manager- Commercial Waste Services
Aplin
MB · Manitoba, Canada
- Full-time
Our client is seeking a driven, entrepreneurial Business Development Manager to help grow its commercial waste services business across Manitoba.
Added 3 mins ago
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Senior Associate Director, Fund Accounting
MUFG Investor Services
Halifax, NS
- Full-time
Take a look at our careers site and you’ll find everything you’d expect from a career with the fastest-growing business at one of the world’s largest financial groups. Now take another…
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Senior Product Manager, Okta Customer Identity
Okta
Toronto, ON
- $146,000 to $200,000 CAD / year
- Full-time
BS in Computer Science, Business, or an equivalent background, with the ability to hold your own in a design review with engineering and architecture.
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Strategic Dev Manager | CoFounder Potential | Women & Underrepresented Candidates Encouraged
ONGroupOfCompanies.ca
Toronto, ON · Greater Toronto Area, Canada
- Full-time
Intelligence-led outreach. You will have market data that shows projected volume before the first call is made. Your job is to have a business conversation, not a sales pitch.
Added 3 mins ago
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Associate Immigration Lawyer
Green and Spiegel
Toronto, ON
- Full-time
…priorities, and maintain a continuous focus on client service and business development are key to one’s success in this…
Added 3 mins ago
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Senior Director, Strategic Initiatives & Execution (Office of the CEO)
Visual Defence
Richmond Hill, ON
- Full-time
Visual Defence is seeking an accomplished, hands on senior business leader to work directly with the CEO in driving strategic priorities, improving organizational performance, and…
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Communications Manager (Digital & Enterprise CMS)
Cella
Calgary, AB · Greater Calgary Metropolitan Area
- $65 to $70 CAD / hour
- Contract
Agency & Vendor Management: Act as the primary business liaison for agency partners, holding them accountable to deliver modular, flexible components that allow content teams to build…
Added 18 mins ago
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Electrical Clerk
Alamos Gold Inc.
Dubreuilville, ON
- Full-time
The ability to problem solves and make sound business decisions while working independently is critical to success in this role
Added 18 mins ago
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Custom Application Architect
Accenture
Mississauga, ON
- Full-time
The Advanced Technology Centers (ATCs) make a tremendous impact in solving our clients’ business problems by leveraging innovation, intelligence, industry insights, new IT, and new…
Added 18 mins ago
LC
Director, Product Management (Payments)
Lightspeed Commerce, Inc.
Remote, Canada
- $220,000 to $250,000 CAD / year
- Full-time
- Remote
Lightspeed is seeking a Director of Product Management to own the Payments line of business within Financial Services. You will lead Group PMs and Senior PMs across North America and EMEA,…
Added 18 mins ago
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Senior Manager, Community and Access
House of Friendship
Kitchener, ON
- Full-time
Added 18 mins ago
UH
Product Manager - Accounts Payable Applications
University Health Network
Toronto, ON
- Full-time
The Product Manager, Accounts Payable Applications is the business application owner and Finance functional expert for Basware Invoice Automation (Basware), Emburse and SmoothPay.
Added 18 mins ago
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Sr. Environmental Professional (Contaminated Sites)
AECOM
Winnipeg, MB
- $90,000 to $125,000 CAD / year
- Full-time
…options, well-being resources, employee assistance program, business travel insurance, service recognition awards, retirement savings plan, and employee stock purchase…
Added 18 mins ago
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Water Process Engineering Graduate
AECOM
Markham, ON
- $60,000 to $75,000 CAD / year
- Full-time
Perform business development activities, including seeking out new opportunities and enhancing existing projects
Added 32 mins ago
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Staff Software Engineer - II (KeyCite)
Thomson Reuters
Toronto, ON · Canada, Toronto, Ontario
- Full-time
As a Staff Software Engineer II at KeyCite, you will lead complex, business-critical engineering initiatives from architecture through production. You will modernise established platforms…
Added 32 mins ago
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Business Systems Analyst III
TD
London, ON · Toronto, ON
- Full-time
…job-related knowledge, geographic location, and other specific business and organizational…
Added 32 mins ago
Senior Actuarial Analyst
Lyft
Toronto, ON
At Lyft, actuaries are more than risk modelers, they are trusted business advisors, with a key voice in our most important decisions. We partner with many groups across the organization to…

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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