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Added 31 mins ago
HS
Senior Advisor, Psychological Health & Safety (PHS)
Health Shared Services
AB · Alberta, Canada
- Full-time
…empowered to do their best work. We're looking for a Senior Advisor, Psychological Health & Safety (PHS) to join our People Experience team. This is a unique opportunity to work with a…
Added 31 mins ago
DG
Aviseur technique | Service advisor
Dilawri Group of Companies
Pointe-Claire, QC
- Full-time
Identifier le besoin du client quant à l’entretien et la réparation de son véhicule;
Added 31 mins ago
WI
Project Financial Advisor (Project Accountant)
WSP in Canada
Montreal, QC
- Full-time
Bring clarity to the financial performance of projects that shape communities across Canada. As a Project Financial Advisor; you will partner with project managers, delivery teams,…
Added 31 mins ago
WI
Project Financial Advisor (Project Accountant)
WSP in Canada
Laval, QC
- Full-time
Bring clarity to the financial performance of projects that shape communities across Canada. As a Project Financial Advisor; you will partner with project managers, delivery teams,…
Added 31 mins ago
CL
Customer Data Technician (Student Position)
Canada Life
Ottawa, ON
- Full-time
…migrations, streamline data processes, and maintain the integrity of client and advisor information across the…
Added 31 mins ago
EA
Director, PE Business Partner - Mobile
Electronic Arts (EA)
Vancouver, BC
- Full-time
…team. The Director, PE Business Partner serves as a strategic advisor to senior leaders, bringing commercial insight, organizational expertise, and sound judgment to complex business and…
Added 32 mins ago
TF
Office Manager, Underwriting and Client Satisfaction
Trevor Frances Recruitment
Toronto, ON
- Full-time
…industry to find their next Office Manager, Underwriting and Client…
Added 46 mins ago
W
Advisor, Personal Insurance
Waypoint
Port Hardy, BC
- $45,000 to $70,000 CAD / year
- Full-time
The Advisor, Personal Insurance [Renewal] will drive revenue growth by achieving annual sales targets through effective customer management and service strategies. Responsibilities include…
Added 47 mins ago
R
Financial Advisor
RBC
Moose Jaw, SK
- Full-time
This unique position calls on your client-focused advice expertise and natural problem-solving skills to maximize each client interaction by helping clients with their everyday banking,…
Added 1 hour ago
DC
Technical Specialist, Project Management
Defence Construction Canada
Wainwright, AB
- Full-time
…sharing environment, you will serve as a trusted technical advisor to our Client-Partner, conduct research and assessments, and help drive projects that make a real…
Added 1 hour ago
BC
Dynamics 365 F&O Project Management & Accounting Consultant
BDO Canada
Canada
- Full-time
Act as a trusted advisor to external customers and BDO project teams in support of client ERP implementations, with a focus on Dynamics 365 F&O Project Management and Accounting (PMA)
Added 1 hour ago
BC
Microsoft Dynamics 365 F&O Asset Management Consultant
BDO Canada
Canada
- Full-time
Act as a trusted advisor to external customers and BDO project teams in support of client ERP implementations, with a focus on Dynamics 365 F&O Asset Management
Added 1 hour ago
WF
Insurance Broker
Western Financial Group
Watrous, SK
- Full-time
As an Insurance Advisor you are responsible for meeting sales targets through quotes and by referring new business. Every day you will build lasting relationships with your customers,…
Added 1 hour ago
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Insurance Advisor
Western Financial Group
Sparwood, BC
- Full-time
As an Insurance Advisor you are responsible for meeting sales targets through quotes and by referring new business. Every day you will build lasting relationships with your customers,…
Added 1 hour ago
GF
New Business Associate
Greatway Financial Inc.
London, ON
- Full-time
This role is for someone who wants to build a career in financial services and is open to becoming a financial advisor. You will start by supporting our advisors and managing new business,…
Added 1 hour ago
DG
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- Full-time
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Added 1 hour ago
Bilingual Individual Underwriting Consultant
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…reinsurers and other areas such as Legal, Pricing, Claims, Client Service,…
Added 1 hour ago
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PI Advisor I
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Hawkesbury, ON
- Full-time
We are looking for a Personal Insurance Advisor to join our growing team!
Added 1 hour ago
M
Manager, External Financial Advisory
MNP
Calgary, AB
- Full-time
…success of the firm by supporting external clients. As a trusted advisor, you’ll ensure the efficient and effective operation of our…
Added 1 hour ago
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Financial Advisor
RBC
Wellington North, ON
- Full-time
As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients, by adding value in the moments that matter to them. You…
Added 1 hour ago
P
SR&ED and Incentives, Senior Manager
PwC
Toronto, ON
- Full-time
…leader who drives the growth of the practice. You will own client relationships, lead complex engagements and mentor teams while helping clients navigate the full landscape of SR&ED tax…
Added 1 hour ago
V
Head of Advisor Technology - Americas
Vanguard
Toronto, ON
- Full-time
…collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee…
Added 1 hour ago
CA
Collision Repair Advisor
Capital Automotive Group
Calgary, AB · GMC Calgary
- Full-time
Capital Chevrolet Buick GMC Calgary is looking for a dedicated and energetic Collision Repair Advisor to join our Body Shop. In this role, you’ll be the key link between our customers and…
Added 1 hour ago
CG
Collision Repair Advisor
Capital GMC Buick Cadillac
Calgary, AB · GMC Calgary
- Full-time
Capital Chevrolet Buick GMC Calgary is looking for a dedicated and energetic Collision Repair Advisor to join our Body Shop. In this role, you’ll be the key link between our customers and…
Added 1 hour ago
W
Advisor, Personal Insurance
Waypoint
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- Full-time
The Advisor, Personal Insurance [Renewal] will drive revenue growth by achieving annual sales targets through effective customer management and service strategies. Responsibilities include…

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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