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Added 6 mins ago
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Client Engagement Associate - Part-time (15 hours/week)
CIBC
Lacombe, AB
- Part-time
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.
Added 6 mins ago
C
Client Engagement Associate - Part-time (15 hours/week)
CIBC
Brampton, ON
- Part-time
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.
Added 6 mins ago
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Personal Banking Associate
BMO
Montreal, QC
- Full-time
Collaborates with BMO partners to identify referral opportunities that further grow the customer’s relationship with BMO beyond personal banking.
Added 36 mins ago
BC
Financial Solutions Associate - Lonsdale Branch
Beem Credit Union
North Vancouver, BC
- Full-time
The Financial Solutions Associate provides proactive, milestone‑based financial guidance and general investment advice to members without an assigned portfolio. This sales‑driven role…
Added 36 mins ago
LC
Lead Sales Associate | Full-Time | Kitchener
Linen Chest
Kitchener, ON
- Full-time
…starts with a welcoming, caring and passionate team. As a Sales Associate, you play an essential role in the customer experience by guiding customers through their choices and helping them…
Added 36 mins ago
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Membership Sales Associate
Orangetheory Fitness 10033
Newmarket, ON
- $17.9 to $20 CAD / day
- Part-time
Added 51 mins ago
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Sales Associate-Retail Seasonal Part Time
Roots
Halifax, NS
- Part-time
…authentic connections and creating memorable experiences for every customer. We are looking for individuals who enjoy connecting with customers, act with integrity, embrace the freedom to…
Added 51 mins ago
SEASONAL ASSOCIATE
Boutique La Vie En Rose
Victoria, BC
You listen to customers’ needs to provide exceptional customer service;
Added 51 mins ago
SALES ASSOCIATE
Boutique La Vie En Rose
AB · EDMONTON, AB
You listen to customers’ needs to provide exceptional customer service;
Added 51 mins ago
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Transactions Specialist - Human Resources Technician 2
Minnesota Direct Care and Treatment
Saint-Paul, NB · St.-Paul, NB
- Full-time
Customer service experience sufficient to provide prompt, courteous and accurate information to customers over the phone or through written correspondence with tact and diplomacy in a…
Added 1 hour ago
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(CAN) Staff Pharmacist Edmonton
Walmart
Edmonton, AB
- Full-time
Establish and develop a strong working relationship with Professional Services District Manage and other stakeholders.
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
…relationships 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…
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
…and growing Wood Gundy client portfolios through dedicated relationship management, trusted investment advice and exceptional client service. As an Associate Investment Advisor, you will…
Added 1 hour ago
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CIBC - Assistant, Investment Advisor - Wood Gundy - Montreal -Bilingual
CIBC
Laval, QC · Montreal, QC
- Full-time
…and growing Wood Gundy client portfolios through dedicated relationship management, trusted investment advice and exceptional client service. As a Client Associate, you will work closely…
Added 1 hour ago
Customer Experience Associate - Beauport, QC - 18.75 hours/week
Scotiabank
Domaine-Beauport, QC · Beauport, QC
As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve…
Added 1 hour ago
U
Brokerage Customer Service Associate
UPS
Fredericton, NB
- Temporary
UPS is looking for a detail-oriented and customer-focused Customs Brokerage Associate to support our Brokerage and International operations team. In this role, you will facilitate customs…
Added 1 hour ago
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Brokerage Customer Service Associate
UPS
Fredericton, NB
- Temporary
UPS is looking for a detail-oriented and customer-focused Customs Brokerage Associate to support our Brokerage and International operations team. In this role, you will facilitate customs…
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CXA Merchandising Retail Ops Associate.
Atlas Tools & Machinery
Vaughan, ON
- $19.25 to $21 CAD / hour
- Full-time
Customer Experience Associate - Retail Operations
Added 1 hour ago
MU
Responsable sélection étudiants, programme de maîtrise/Student selection agent, master's program
McGill University
Montreal, QC
- $63,810 to $95,710 CAD / year
- Full-time
Reporting to the Associate Director of Admissions and Selection, you will contribute to raising the profile of our master’s programs, particularly our Master of Business Administration…
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
…leverage their initiative, presentation, communication, and relationship building skills to foster strong partnerships with internal (GRS Leadership, Functional Groups, Sales Support and…
Added 1 hour ago
DT
Customer Service Associate I
Dollar Tree Stores
Windsor, ON
- Part-time
We’re seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. Duties include, but are not limited to, the following:
Added 2 hours ago
BM
Cardiology TAS (12 months contract)
Bristol Myers Squibb
Field - Canada
- Full-time
…this therapeutic area and a rich CV pipeline. Reporting to the Associate National Sales Director, the CV Therapeutic Area Specialist is responsible for promoting and selling our…
Added 2 hours ago
AI
Commission Sales Associate
Avira Imports
Toronto, ON · Greater Toronto Area, Canada
- Full-time
Role Description The Commission Sales Associate is a full-time, hybrid role based in the Greater Toronto Area, Canada, with a mix of on-site customer visits and work-from-home activities.…

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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