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Added 12 mins ago
PH
Family Practitioner, Forensic Assertive Community Treatment (FACT), Forensic Psychiatric Regional Clinics - Surrey, BC
Provincial Health Services Authority
Surrey, BC
- Part-time
…resources instead of on symptoms and problems. They are a key member of their treatment team and an active participant in their own care. We help them get the care, support, and treatment…
Added 12 mins ago
Service Support Associate
The Canada Life Assurance Company
Toronto, ON
Responsible for the creation of client and advisor reporting
Added 12 mins ago
S
Manager, Internal Controls - CA
Stantec
Edmonton, AB
- Full-time
As a member of the Stantec Internal Controls (IC) team, the Manager, Internal Controls plays a key role in driving and supporting Stantec’s global internal control environment, with a…
Added 27 mins ago
DC
Electrical Engineer
Dillon Consulting Limited
Chatham-Kent, ON · Guelph, ON · Hamilton, ON · Kingston, ON · Kitchener, ON · London, ON · Oakville, ON · Ottawa, ON · Toronto, ON · Vaughan, ON · Windsor, ON · Chatham, ON
- Full-time
…external stakeholders? Are you a thought leader, a trusted advisor and a problem solver? If you enjoy entrepreneurship and innovation, this opportunity is for you! As someone with excellent…
Added 27 mins ago
DC
Electrical Engineer
Dillon Consulting Limited
Windsor, ON
- Full-time
…external stakeholders? Are you a thought leader, a trusted advisor and a problem solver? If you enjoy entrepreneurship and innovation, this opportunity is for you! As someone with excellent…
Added 27 mins ago
SC
Member Experience Advisor - Hinton Branch
Servus Credit Union
Hinton, AB
- Part-time
We are hiring for a Part-Time Member Experience Advisor to join our team in the Hinton branch!
Added 42 mins ago
PC
Resourcing and Deployment Senior Associate, Assurance (Bilingual FR/EN)
PwC Canada
Montreal, QC
- Full-time
Build strong relationships within the line of service to establish oneself as a trusted advisor while also promoting and focusing on resource sharing across regional counterparts
Added 1 hour ago
Financial Advisor - Richmond Road Branch, AB
Scotiabank
Calgary, AB
Our Advisors are customer-centric and able to connect with people in a relatable way. As an essential member of the Canadian Banking Branch network, our focus is to provide exceptional…
Added 1 hour ago
D
Private Banker
Desjardins
Ottawa, ON
- Full-time
As a private banker, you act as a professional advisor providing a superior member/client experience to Desjardins Wealth Management's high-net-worth households by meeting their financing,…
Added 1 hour ago
C
Legal Counsel and Manager, Contracts and Governance | Permanent Full Time (1.0 FTE) | CHEO Research Institute
CHEO
Canada
- Full-time
…and commercial matters. This position will serve as a trusted advisor to executive leadership, researchers, clinicians, operational leaders, and external partners, supporting the…
Added 2 hours ago
Director, Securities Operations
The Canada Life Assurance Company
ON · Mississauga Ontario, ON
…managers and clients across IPC One, Private Wealth and the retail advisor environment. Reporting to the VP, Operations, you will lead a complex and evolving securities operation, ensuring…
Added 2 hours ago
AF
Advisor, Health, Safety & Security (Casual)
Alberta-Pacific Forest Industries Inc.
Boyle, AB
- Full-time
Alberta-Pacific Forest Industries Inc. (Al-Pac) is seeking a Advisor, Health, Safety & Security (Casual) to work out of our Mill Site location near Athabasca, Alberta. The successful…
Added 2 hours ago
WU
Senior Director, Strategy & Operations
Western University
London, ON
- Full-time
As an integral member of the Faculty's senior leadership team and principal administrative advisor to the Dean, the Senior Director, Strategy & Operations provides executive leadership for…
Added 2 hours ago
CL
Resident Advisor
Campus Living Centres
Barrie, ON
- Full-time
The Resident Advisor (RA) is a hired student leader who is expected to act as a role model, mentor, resource, and support to students living residence. The primary objective of the RA as…
Added 2 hours ago
P
Resourcing and Deployment Senior Associate, Assurance (Bilingual FR/EN)
PwC
Montreal, QC
- Full-time
Build strong relationships within the line of service to establish oneself as a trusted advisor while also promoting and focusing on resource sharing across regional counterparts
Added 2 hours ago
B
Regional Director of Trust - Prairies
BMO
Calgary, AB · CALG
- Full-time
Acts as a trusted advisor to senior leaders for making business decisions and implementing strategic initiatives.
Added 2 hours ago
Business Advisor- Regina branches
Scotiabank
Regina, SK
Our Business Advisors are customer-centric and able to connect with people in a relatable way. As an essential member of the Canadian Banking network, the focus is to provide exceptional…
Added 2 hours ago
M
Senior Manager, Forestry Program Management
MNP
Edmonton, AB
- Full-time
…for a large forestry grant funding organization. As a trusted advisor, you’ll collaborate with the team in the delivery of forestry-related projects within the funding programs. Our team is…
Added 3 hours ago
K
Student Success Manager
Kaplan
Edmonton, AB · KAP Edmonton University of Alberta
- $95,000 to $105,000 CAD / year
- Full-time
As a member of the Program leadership team, the Student Success Manager leads and develops the Student Success Team, oversees complex student wellbeing and student of concern matters, and…
Added 3 hours ago
SP
Compensation Advisor
Surrey Police Service
Surrey, BC
- $115,640 to $136,047 CAD / year
- Full-time
Surrey Police Service (SPS) has an exciting opportunity for a Compensation Advisor to join our Human Resources Division within the Corporate Services Bureau. Reporting to the Compensation…
Added 3 hours ago
NC
Member Advisor 2
Northern Credit Union
Kenora, ON
- Full-time
…excited to announce that we are currently seeking a full-time Member Advisor 2 to join our team in…
Added 3 hours ago
SL
Account Executive, National Accounts Managing
Sun Life
Calgary, AB · Edmonton, AB
- Full-time
Ensure client/advisor needs are met through the delivery of value-added products and services
Added 3 hours ago
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Associate Investment Advisor- Bilingual
CIBC
Laval, QC · Montreal, QC
- Full-time
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…
Added 3 hours ago
C
Senior Branch Administrator, Wood Gundy-Bilingual
CIBC
Laval, QC · Montreal, QC
- Full-time
As a member of the CIBC Wood Gundy team, you will be responsible for contributing to the people management of a small support team, including creating a positive work environment, leading…
Added 3 hours ago
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CIBC - Assistant, Investment Advisor - Wood Gundy - Montreal -Bilingual
CIBC
Laval, QC · Montreal, QC
- Full-time
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…

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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