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Added 2 mins ago
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Manager, Investor Services
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 2 mins ago
ST
Manager, Investor Services
SS&C Technologies
Mississauga, ON · 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 2 mins ago
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Personal Banking Associate
BMO
Burnaby, BC
- Full-time
As a lobby leader, assists in conducting client conversations about banking services to recommend alternative banking channels and provide personal banking and investment advice.
Added 2 mins ago
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Senior Cloud Engineer
QualityAI
Canada
- Full-time
…scratch. You will work with Docker, Kubernetes, and other AWS services to develop secure, scalable, and reliable cloud…
Added 2 mins ago
MI
Senior Associate Director, Fund Accounting
MUFG Investor Services
Halifax, NS
- Full-time
MUFG Investor Services provides asset servicing solutions to the global investment management industry. Leveraging the financial and intellectual capital of MUFG – one of the largest banks…
Added 2 mins ago
GA
Associate Immigration Lawyer
Green and Spiegel
Toronto, ON
- Full-time
…talented individuals, the firm guarantees that each and every client receives top notch service. Given the breadth and depth of expertise at Green and Spiegel, there is no case too…
Added 32 mins ago
T
Personal Banking Associate Trainee
TD
Surrey, BC
- Full-time
…service transactions and providing information and advice on services, products, and solutions to existing or prospective TD customers. At the branch, we understand customer needs and…
Added 32 mins ago
T
Personal Banking Associate Trainee
TD
Calgary, AB
- Full-time
…with their financial needs? We are seeking a Personal Banking Associate Trainee for our branch office who can guide customers to the appropriate staff member for resolving their financial…
Added 32 mins ago
Senior Customer Engineer, Named Enterprise - Montreal, QC
Cloudflare
Montreal, QC
…deployment strategy (Customer, Partner or Cloudflare Professional services) being an integral part of all…
Added 32 mins ago
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Personal Banking Associate Trainee - Mandarin or Cantonese Language Skills an Asset (Chinatown Branch)
TD
Vancouver, BC
- Full-time
…service transactions and providing information and advice on services, products, and solutions to existing or prospective TD customers. At the branch, we understand customer needs and…
Added 32 mins ago
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Personal Banking Associate Trainee - Korean Language Skills an Asset
TD
Vancouver, BC
- Full-time
…service transactions and providing information and advice on services, products, and solutions to existing or prospective TD customers. At the branch, we understand customer needs and…
Added 32 mins ago
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PIA Client Service Associate
TD
Markham, ON
- Full-time
…value clients? If so, then get onboard for the position of PIA Client Service Associate. In this role, you will provide dedicated specialized administrative support to an Investment Advisor…
Added 32 mins ago
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Customer Experience Associate
TD
Vancouver, BC
- Part-time
…service transactions and providing information and advice on services, products, and solutions to existing or prospective TD customers. At the branch, we understand customer needs and…
Added 32 mins ago
SD
Pharmacien(ne), rémunéré(e) à l’heure – PHX temps partiel Quarts de travail flexibles
Shoppers Drug Mart
Montreal, QC
- Part-time
Join a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do.
Added 32 mins ago
SD
Pharmacien(ne), rémunéré(e) à l’heure – PHX temps plein Quarts de travail flexibles
Shoppers Drug Mart
Montreal, QC
- Full-time
Join a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do.
Added 32 mins ago
C
Associate Financial Advisor
CIBC
Port Elgin, ON
- Full-time
…you’ll make a meaningful difference in our clients' lives. As an Associate Financial Advisor, you’ll form a deep understanding of your personal and small business clients’ needs as you…
Added 32 mins ago
C
Client Engagement Associate [Hourly]
CIBC
Olds, AB
- Part-time
…fast-paced Banking Centre, leveraging your knowledge of financial services products to support clients with their everyday banking needs. As a Client Engagement Associate, you'll be the…
Added 32 mins ago
SD
Bilingual Compliance Law Clerk
Sym-Tech Dealer Services
Richmond Hill, ON
- $78,000 to $82,000 CAD / year
- Full-time
…creativity and results! We are passionate about delivering excellent client service, an outstanding Associate experience with opportunities to learn and grow professionally. Sym-Tech is…
Added 1 hour ago
ZC
Financial Services Lawyer
ZSA Canada
Calgary, AB
- Full-time
Our client, a leading national law firm is seeking a mid-level associate to join its top-tier Financial Services group. The successful candidate will work on sophisticated lender and…
Added 1 hour ago
ZC
Senior Lawyer (Corporate M&A)
ZSA Canada
Calgary, AB
- Full-time
Our client, a national boutique with international reach is expanding its Calgary office and now seeking senior associates or junior partners with corporate M&A experience and the…
Added 1 hour ago
CD
Account Associate
Cellntell Distribution Inc
Mississauga, ON
- Full-time
…mobile devices, tablets, accessories, spare parts, and repair services for businesses and enterprises. The company focuses on delivering the latest technology at competitive prices,…
Added 1 hour ago
ZC
Securities Lawyer
ZSA Canada
Vancouver, BC
- Full-time
Our client, a highly regarded boutique business law firm in Vancouver, is looking to add a securities associate to its growing team.
Added 1 hour ago
ScotiaMcLeod Senior Financial Planning Associate
Scotiabank
White Rock, BC
…an innovative, team-based environment that values integrity, client focus, and continuous…
Added 1 hour ago
MF
Metis Early Childcare and Prevention Senior Manager (Excluded)
METIS FAMILY SERVICES
Prince George, BC
- Full-time
…responsible to provide oversight and guidance of prevention services, which includes: supervision (includes casework), planning, coordination, administration, management, field training and…
Added 1 hour ago
C
Client Engagememt Associate
CIBC
Olds, AB
- Part-time
…fast-paced Banking Centre, leveraging your knowledge of financial services products to support clients with their everyday banking needs. As a Client Engagement Associate, you'll be 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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