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Added 6 mins ago
TM
Customer Service Representative
thyssenkrupp Materials NA
Concord, ON
- Full-time
Provides customer service and sales support to the supplier base and internal company end-users.
Added 6 mins ago
BG
Outside Sales Representative
Brandt Group of Companies
Prince George, BC
- Full-time
Brandt Tractor Ltd is currently seeking a Outside Sales Representative for our Prince George Construction and Forestry
Added 20 mins ago
U
Route Trainee - UniFirst Canada
UniFirst
Montreal, QC
- Full-time
…et commencez une carrière enrichissante dans le domaine du service. En tant qu'ASR, vous recevrez une formation pratique grâce à nos programmes d'apprentissage mixtes solides, tout en…
Added 21 mins ago
B
Customer Service Representative
BMO
Winnipeg, MB
- 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 21 mins ago
RP
Sr. Field Tech
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- Full-time
A Sr. Transformer Technician requires a qualified, service-oriented individual to perform installation, preventative maintenance and troubleshooting of Transformers. A qualified individual…
Added 21 mins ago
RP
Field Tech
RESA Power
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A Transformer Technician requires a qualified, service-oriented individual to perform installation, preventative maintenance and troubleshooting of Transformers. A qualified individual must…
Added 35 mins ago
RP
Sr. Field Tech
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AB · Edmonton, AB
- Full-time
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Added 1 hour ago
Sales Representative - Kanata
SALT XC
Ottawa, ON
ROLE: Sales Representative - 20 Hours per week
Added 1 hour ago
XI
Field Sales & Marketing Representative
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Canada
- Full-time
We are looking for Field Sales & Marketing Representatives to join our team in this exciting new area of business. Working in a hybrid work environment and reporting into a Team Manager,…
Added 1 hour ago
XI
Field Sales & Marketing Representative
Xplore Inc.
Canada
- Full-time
We are looking for Field Sales & Marketing Representatives to join our team in this exciting new area of business. Working in a hybrid work environment and reporting into a Team Manager,…
Added 1 hour ago
IG
Field Service Representative
Insight Global
Victoria, BC
- $38 to $46.5 CAD / hour
- Contract
The Field Service Representative (FSR) is a 9-month contract position based in Victoria, BC, with Victoria expected to be the candidate’s base for at least six months. The role is primarily…
Added 1 hour ago
OO
Director - Banking Risk and Capital (Credit Risk) Division
Office of the Superintendent of Financial Institutions Canada
Toronto, ON
- Full-time
A degree or diploma from a recognized post-secondary institution with specialization in business, commerce, economics, finance, accounting or other relevant field.
Added 1 hour ago
SB
Field Marketing Coordinator
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Kitchener, ON · London, ON · ON
- Full-time
As a Field Marketing Coordinator, you will be part of a dedicated team based in the Kitchener-Waterloo-London area and reporting to the Territory Manger, Residential Construction. The Field…
Added 1 hour ago
HR
Manager, Loss Prevention
Holt Renfrew
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- Full-time
Complies and ensures compliance with all Health & Safety policies and requirements and acts as the representative of the National Health & Safety Manager in respective location
Added 1 hour ago
D
Assistant Manager, Market Development
Desjardins
Alma, QC · Baie-Saint-Paul, QC · Dolbeau-Mistassini, QC · Roberval, QC · Saguenay, QC
- Full-time
…oversee employees’ skills development and ensure high-quality service. The ability to develop talent is therefore essential. You serve as coach for your team members and provide advisory…
Added 1 hour ago
C
Associate Investment Advisor- Bilingual
CIBC
Laval, QC · Montreal, QC
- Full-time
…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…
Added 1 hour ago
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At Encore, we possess the expertise in field sales to ensure our clients are successful in their most critical market channels. Going deep with few...being nimble and responsive for us is…
Added 1 hour ago
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Added 1 hour ago
Sales Representative - Orangeville
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Added 1 hour ago
CO
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- $22 to $25 CAD / hour
- Full-time
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Added 2 hours ago
GM
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- Full-time
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Added 2 hours ago
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We are committed to building and maintaining a respectful, inclusive and equitable workplace that is representative of the community we proudly serve. The County is looking for individuals…
Added 2 hours ago
Planning Administrative Clerk
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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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