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Added 11 mins ago
TH
Coordinator, Community Engagement
Trillium Health Partners
Mississauga, ON
- Full-time
…teaching hospital affiliated with the University of Toronto, an associate member of the Toronto Academic Health Science Network, and a proud member of Mississauga Health (Ontario Health…
Added 11 mins ago
P
Resourcing and Deployment Senior Associate, Assurance (Bilingual FR/EN)
PwC
Montreal, QC
- Full-time
Strategically plan and oversee the allocation of Client Service Staff (CSS) to ensure; alignment with firm’s strategic priorities, achievement of business metrics, resolving unassigned…
Added 11 mins ago
ST
Associate
Sea to Sky Law
New Westminster, BC
- Full-time
…solutions. Sea to Sky Law values professionalism, integrity, and client-centered service, and aims to make the legal process clear and understandable. Team members work collaboratively in a…
Added 11 mins ago
BR
Real Estate Associate
BJRC Recruiting
Toronto, ON
- Full-time
Job Description – Commercial Real Estate Associate
Added 26 mins ago
M
Manager of Housekeeping and Laundry
Maquise
Orillia, ON
- Full-time
…Functions of the department. Personnel Management includes new associate interviews, selection, hiring, evaluation and on occasion termination in accordance with Compass Standards, Client…
Added 26 mins ago
C
Client Engagement Associate - Part-time (15 hours/week)
CIBC
Lacombe, AB
- Part-time
…to support clients with their everyday banking needs. As a Client Engagement Associate, you'll be the first line of support - answering questions, assisting with transactions, guiding…
Added 26 mins ago
C
Associate, Oversight - Global Asset Management
CIBC
Toronto, ON
- Full-time
…management, and a well-controlled operating environment. As an Associate, Oversight, you’ll work closely with the Senior Associate, Oversight and business partners across Global Asset…
Added 26 mins ago
C
Client Engagement Associate - Part-time (15 hours/week)
CIBC
Brampton, ON
- Part-time
…to support clients with their everyday banking needs. As a Client Engagement Associate, you'll be the first line of support - answering questions, assisting with transactions, guiding…
Added 26 mins ago
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Personal Banking Associate
BMO
Montreal, QC
- Full-time
Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of…
Added 41 mins ago
VC
Client Service Associate (CSA) - Planning & Scheduling - Temporary, Full-time
VON Canada (Ontario)
Hamilton, ON
- $23.77 to $25.4 CAD / hour
- Full-time
- Temporary
Are you passionate about health care and ready to make a meaningful impact in your community? As a Client Service Associate (CSA), you'll coordinate nursing and home support visits with our…
Added 41 mins ago
S
Junior Sustainability Analyst
Stantec
Ottawa, ON
- Full-time
…Building Standard, Green Globes); communicate requirements to client staff, architects, engineers, contractors, industry representatives and construction trades. Other sustainability…
Added 41 mins ago
C
Associate Business Rating Analyst
Co-operators
Laval, QC · Montreal, QC · QC
- Full-time
As the Associate Business Rating Analyst you will assist in analyzing, developing and programming business requirements, as well as testing, validating, implementing and documenting rating…
Added 57 mins ago
MI
Senior Associate, Fund Accounting, Real Assets (Yardi experience preferred)
MUFG Investor Services
Toronto, ON
- $72,000 to $105,600 CAD / year
- Full-time
The Senior Associate will play a key role in the delivery of fund administration services to private market clients with a focus on real asset structures. This role is responsible for…
Added 1 hour ago
MI
Senior Associate, Fund Accounting, Real Assets (Yardi experience preferred)
MUFG Investor Services
Toronto, ON
- $72,000 to $105,600 CAD / year
- Full-time
The Senior Associate will play a key role in the delivery of fund administration services to private market clients with a focus on real asset structures. This role is responsible for…
Added 1 hour ago
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GTM (Go-To-Market) Manager
Tundra Technical Solutions
Ottawa, ON
- Full-time
Rewards and Perks – Competitive health and financial benefits, Associate events, recognition programs, and employee loyalty programs are a few of the perks available at Tundra.
Added 1 hour ago
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Private Banking Associate
RBC
Vancouver, BC
- Full-time
As a key member of the client relationship team, the Private Banking Associate in the International Private Banking team is responsible for developing sales and service solutions through…
Added 1 hour ago
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Personal Banking Associate
TD
Toronto, ON
- Full-time
…with our customers by performing a broad range of customer service transactions and providing information and advice on services, products, and solutions to existing or prospective TD…
Added 1 hour ago
CG
Bilingual Sales Associate, Apartments.com - Montréal, Québec
CoStar Group
Montreal, QC
- Full-time
As an Apartments.com Sales Associate, you will be part of a dynamic team that operates as a strategic digital marketing partner to the Multifamily industry. Through engaging sales…
Added 1 hour ago
C
Associate Investment Advisor- Bilingual
CIBC
Laval, QC · Montreal, QC
- Full-time
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…
Added 1 hour ago
C
CIBC - Assistant, Investment Advisor - Wood Gundy - Montreal -Bilingual
CIBC
Laval, QC · Montreal, QC
- Full-time
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…
Added 1 hour ago
U
Brokerage Customer Service Associate
UPS
Fredericton, NB
- Temporary
Previous customer service or client-facing experience.
Added 1 hour ago
U
Brokerage Customer Service Associate
UPS
Fredericton, NB
- Temporary
Previous customer service or client-facing experience.
Added 1 hour ago
Senior Account Executive, Group Retirement
The Canada Life Assurance Company
Calgary, AB · Edmonton, AB · Vancouver, BC · Winnipeg, MB · London, ON · Toronto, ON · Regina, SK
…consultant business, increased in-force contributions and new client…
Added 1 hour ago
Donor Centre Associate - Blood Collection
Canadian Blood Services
Ottawa, ON
Leveraging your superb client service skills and ability to communicate effectively with donors and your team, you will conduct registration and confidential screening to determine…
Added 2 hours ago
UO
Co-op Coordinator
University of Victoria
Victoria, BC
- Full-time
Reporting to the Associate Director, and working closely with all programs in relevant faculties and departments, the Co-op Coordinator will support the strategic direction and promote the…

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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