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Added 3 mins ago
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Seasonal Customer Experience Representative
Indigo
Abbotsford, BC
- $18.25 CAD / hour
- Part-time
…and that stories – big and little – connect us. Indigo is our customer’s happy place – for joyful moments of discovery and to connect with people who share their passion for reading, their…
Added 3 mins ago
LI
Inside Sales Representative
LOOP Industrial Equipment Ltd.
Hamilton, ON · Greater Hamilton (Burlington) Metropolitan Area
- Full-time
…partners to provide reliable equipment solutions and responsive service. LOOP Industrial Equipment Ltd. offers a professional environment where employees can contribute to the company’s…
Added 3 mins ago
Route Service Representative
Cintas
Toronto, ON · Etobicoke, ON
Cintas is seeking a Route Service Representative to manage and grow customer accounts in the Rental Division. Our partners drive a truck along an established route and service and sell…
Added 3 mins ago
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Accounts Payable/Receivable Coordinator
SGS
Surrey, BC
- Full-time
Added 3 mins ago
CC
Sales & Estimating Representative
Crystal Clean Maintenance
NS · Halifax Central, Nova Scotia
- Full-time
Added 3 mins ago
TG
Business Development Manager
The Gti Group
Montreal, QC · Lachine, Quebec
- Full-time
Added 3 mins ago
Credit Representative ( Parental leave replacement)
Lactalis
Toronto, ON
Added 3 mins ago
Retail Representative Float
Purolator
Calgary, AB
Added 3 mins ago
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Audit Manager I, Global Compliance (ATH 1167)
TD
Toronto, ON
- Full-time
Added 3 mins ago
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Agent(e) d'indemnisation / Claims Agent
FBA
Saint-Lambert, QC
- Full-time
Dans ce rôle polyvalent, vous agirez à la fois comme agent de service à la clientèle, adjoint administratif et agent d’indemnisation. Vous serez responsable de répondre aux demandes des…
Added 3 mins ago
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Customer Service Representative- Part-Time
RBGlobal
Brandon, MB
- Part-time
The Part-Time Customer Service Representative will provide exceptional customer service, answer inquiries, process payments and other sale day activities.
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Financial Services Representative II
CIBC
Mississauga, ON
- Full-time
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Client Associate
CIBC
Calgary, AB
- Full-time
Added 3 mins ago
DG
Customer Service Representative (CSR) - HVAC & Plumbing
DNM Group Ltd.
Sault Ste. Marie, ON
- Full-time
DNM is seeking an organized, customer-focused Customer Service Representative (CSR) to join our HVAC and Plumbing team. As the primary point of contact for customer interactions, you will…
Added 18 mins ago
CE
Business Development Manager – Mining Solutions
Castolin Eutectic
Remote, Canada
- $110,000 to $150,000 CAD / year
- Full-time
- Remote
Added 18 mins ago
BT
Arborist Sales Representative
Bartlett Tree Experts
Delta, BC
- Other
Bartlett is currently seeking a full-time Arborist Representative to join our growing team. This is a unique opportunity to manage a successful local tree care business in a lucrative…
Added 18 mins ago
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Bilingual Customer Service Representative
Carmichael Engineering Ltd.
Ottawa, ON
- $55,000 to $60,000 CAD / year
- Full-time
…serve as guiding principles that have allowed us to thrive as a service provider of HVAC thermal systems for 100…
Added 18 mins ago
FG
Inside Sales (Heavy Duty Parts)
Fort Garry Industries LTD.
Edmonton, AB
- Full-time
Fort Garry Industries (FGI) is Canada's most trusted truck and trailer parts, sales and service provider.
Added 33 mins ago
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Customer Support Representative
MHZ-NA Blinds & Shading Solutions Inc.
Vancouver, BC
- Full-time
MHZ-NA Blinds & Shading Solutions Inc. is looking for a detail-oriented Client Support Representative to join our team. The primary responsibility of this role is to review sales orders,…
Added 33 mins ago
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Customer Service Representative
Uniform Works Limited - Powered by GALLS
Mississauga, ON
- $52,000 to $55,000 CAD / year
- Full-time
Uniform Works Limited is hiring a French Bilingual Customer Service Representative for our new Mississauga location. This multifaceted role is ideal for someone with strong customer service…
Added 33 mins ago
NA
Customer Operations Coordinator
Normac Adhesive Products Inc.
Burlington, ON
- Full-time
Position Summary: The Customer Operations Coordinator is responsible for managing the day-to-day customer order process from receipt of a purchase order through release for shipment. The…
Added 33 mins ago
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Customer Service Representative
BMO
Surrey, BC
- Part-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 33 mins ago
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Holiday Customer Service Representative (Fixed Term)
LCBO
Thessalon, ON
- Part-time
The LCBO is seeking Holiday Customer Service Representatives who are passionate about delivering exceptional customer experiences in our retail stores across Ontario from November 16 to…
Added 33 mins ago
TC
Advancement Administrative Assistant
The Christian Reformed Church in North America
ON
- $26.84 CAD / hour
- Part-time
Added 33 mins ago
Clinic Secretary - Family Practice Health Centre
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Toronto, ON

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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