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Added 2 mins ago
JI
Yard Associate
J.D. Irving, Limited
Moncton, NB
- Part-time
As a Yard Associate, you’ll play a key role in delivering exceptional service to our customers by assisting with product selection, loading, and ensuring a safe and organized yard…
Added 2 mins ago
M
Food Service Associate Full Time Temp
Maquise
St. John's, NL
- Full-time
Resolve customer concerns and relays relevant information to supervisor.
Added 2 mins ago
Total Loss Adjuster
CAA Club Group
Thornhill, ON
…professional environment which strives to offer the ultimate customer experience. We share in each other’s successes, drive change and support each other while cultivating a great working…
Added 2 mins ago
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Toronto, ON
- Part-time
Free Associate and Friends and Family Membership
Added 2 mins ago
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Added 2 mins ago
C
Client Engagement Associate - Part-time (15 hours/week)
CIBC
Lacombe, AB
- Part-time
…leveraging your knowledge of financial services products to support clients with their everyday banking needs. As a Client Engagement Associate, you'll be the first line of support -…
Added 2 mins ago
C
Client Engagement Associate - Part-time (15 hours/week)
CIBC
Brampton, ON
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…leveraging your knowledge of financial services products to support clients with their everyday banking needs. As a Client Engagement Associate, you'll be the first line of support -…
Added 2 mins ago
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Personal Banking Associate
BMO
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- 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 2 mins ago
SC
Sales Associate-Print&Services
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- Part-time
Deliver exceptional customer service and proactively identify opportunities to enhance customer engagement and satisfaction.
Added 17 mins ago
GT
Store Associate (Part-Time)
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…store teams are the heart of our mission, making sure every customer has a great experience and finds the products they need at the right…
Added 17 mins ago
GT
Softgoods Associate (Part-Time)
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…store teams are the heart of our mission, making sure every customer has a great experience and finds the products they need at the right…
Added 17 mins ago
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Hardgoods Associate (Part-Time)
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Store Associate (Part-Time)
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Grand-Mère, QC
- Part-time
…store teams are the heart of our mission, making sure every customer has a great experience and finds the products they need at the right…
Added 17 mins ago
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Store Associate (Part-Time)
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Lloydminster, SK
- Part-time
…store teams are the heart of our mission, making sure every customer has a great experience and finds the products they need at the right…
Added 17 mins ago
GT
Softgoods Associate (Part-Time)
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…store teams are the heart of our mission, making sure every customer has a great experience and finds the products they need at the right…
Added 17 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
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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 17 mins ago
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Junior Sustainability Analyst
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- Full-time
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Added 17 mins ago
Seasonal Retail Sales Associate, Plaza Cote de Neiges
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Associate Business Rating Analyst
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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 17 mins ago
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Support Analyst
Experis
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- $29 to $35 CAD / hour
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Added 32 mins ago
BC
Financial Solutions Associate - Lonsdale Branch
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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 32 mins ago
GC
Guest Service Associate, Part Time
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Montreal, QC
- Part-time
The Support Associate is responsible for completing daily operational tasks across assigned floors or building locations.
Added 32 mins ago
LC
Lead Sales Associate | Full-Time | Kitchener
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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…

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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