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Added 23 mins ago
C
Client Engagememt Associate
CIBC
Olds, AB
- Part-time
…clients with their everyday banking needs. As a Client Engagement Associate, you'll be the first line of support - answering questions, assisting with transactions, guiding clients through…
Added 23 mins ago
FC
Junior Associate, Sustainable Infrastructure
FinDev Canada
Montreal, QC
- Contract
We are looking for a Junior Associate on our Sustainable Infrastructure team!
Added 23 mins ago
EB
Associate, Commercial Credit, Commercial Finance Group (CFG)
EQ Bank
Toronto, ON
- Full-time
The Associate, CFG Credit is responsible for supporting the underwriting team in document fulfillment from receipt of deal through to the funding stages by acting as a liaison between…
Added 23 mins ago
DL
Law Firm Office Manager
DIMIC LAW
Calgary, AB
- Contract
Conduct operational/KPI one-to-ones with associate lawyers, including follow-up on agreed metrics, without supervising legal judgment or substantive legal work.
Added 23 mins ago
HI
Country Manager, Canada
Hollister Incorporated
Aurora, ON
- Full-time
…Country Manager is responsible for all sales, marketing, legal, finance, administration and related functions for Hollister Limited, Canada. The Country Manager determines the strategic…
Added 23 mins ago
FC
Junior Associate, Sustainable Infrastructure
FinDev Canada
Ottawa, ON
- Contract
We are looking for a Junior Associate on our Sustainable Infrastructure team!
Added 23 mins ago
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Personal Banking Associate Trainee (Full time)- Gatineau De La Gappe
TD
Gatineau, QC
- Full-time
…with their financial needs? We are seeking a Personal Banking Associate for our branch office who can guide customers to the appropriate staff member for resolving their financial queries…
Added 23 mins ago
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Personal Banking Associate Trainee
TD
Surrey, BC
- 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 23 mins ago
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Associate Financial Advisor
CIBC
Prince George, BC
- 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 23 mins ago
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Associate Financial Advisor
CIBC
Victoria, BC
- 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 23 mins ago
C
Client Engagement Associate
CIBC
Vancouver, BC
- Full-time
Added 38 mins ago
SD
Administrateur de magasin temps partiel Quarts de travail flexibles Embauche feu vert
Shoppers Drug Mart
St.-Jean-Chrysostome, QC
- Part-time
Added 38 mins ago
Event Planner
Simon Fraser University
Burnaby, BC
Serving students, staff, faculty and our wider community across all three campuses, the VPFA (Vice President Finance and Administration) leads and develops foundational support services to…
Added 38 mins ago
Product Specialist (QC) - 12 month contract
CAA Club Group
Quebec, QC
At CCG, we are committed to delivering exceptional Associate experience. We offer:
Added 38 mins ago
Customer Experience Associate - Tatamagouche, NS (26.25 Hours / Week)
Scotiabank
Tatamagouche, NS
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 38 mins ago
Customer Experience Associate - Sage Hill Plaza, AB (18.75 hours/week)
Scotiabank
Calgary, AB
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 38 mins ago
Customer Experience Associate - Radisson Branch, AB (15 hours/week)
Scotiabank
Calgary, AB
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 53 mins ago
DG
Principal, Corporate Restructuring
Doane Grant Thornton LLP
Toronto, ON
- Full-time
Think you’ve got what it takes to be an Associate, Restructuring? Like the colour purple? Great. Here's a few more boxes we’re also hoping you can tick:
Added 53 mins ago
WC
(CAN) Asset Protection Operations Team Associate
Walmart Canada
Mississauga, ON
- Full-time
Position Summary...An Asset Protection Operations Team Associate maintains store financial integrity and accuracy, pricing integrity, inventory control and profitability. This associate…
Added 53 mins ago
PC
Capital Markets Transactions - Senior Associate
PwC Canada
Calgary, AB
- Full-time
As a Capital Markets Transactions Senior Associate, unlock your potential and embrace the chance to drive meaningful outcomes that’ll elevate your career. Your role will include, but isn’t…
Added 54 mins ago
FG
Associate Director, Full-Stack Applications - Credit Module
Fitch Group
Toronto, ON
- $150,000 to $170,000 CAD / year
Associate Director, Full-Stack Applications – Credit Module
Added 54 mins ago
Service Support Associate
The Canada Life Assurance Company
Toronto, ON
As a Service Support Associate, you will provide in-house service and administrative support to our client service team. With a focus on customer service, well-developed communication…
Added 1 hour ago
NC
Member Associate
Northern Credit Union
Barry's Bay, ON
- Full-time
…to announce that we are currently seeking a full-time Member Associate in our Barry's Bay…
Added 1 hour ago
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Toronto Internal Audit & Financial Advisory (Financial Services) Associate Director
Protiviti
Toronto, ON
- Full-time
Protiviti is looking for a Technology Audit & Advisory Associate Director to join our growing Financial Services team.
Added 1 hour ago
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Customer Expérience Associate, part time (future opportunities) - Montérégie-Estrie
TD
Longueuil, QC · Saint-Hubert, QC
- Part-time
…future today and apply for the position of a Customer Experience Associate. We are expecting an all-around champion who can understand customer needs and advise best suited banking…

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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