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Added 8 mins ago
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Mobile Mortgage Advisor (Cobourg/Peterborough/Belleville, ON) - 100% Commission
CIBC
Belleville, ON · Cobourg, ON · Peterborough, ON · Toronto, ON
- Full-time
…clients achieve their home ownership dreams. As a Mobile Mortgage Advisor, you’ll have the flexibility to meet with your clients where and when it’s convenient for them. You’ll make lasting…
Added 8 mins ago
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Senior Business Development Manager
BMO
Toronto, ON · BMOPLACE
- Full-time
…(e.g. Brokers, Brokerages, Builders and non-BMO Investment Advisor Offices) for designated home financing sales programs and products to. Applies market and industry expertise to deliver a…
Added 8 mins ago
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Senior Manager, First Party Fraud Analytics - Lending
BMO
Toronto, ON · FCP
- Full-time
…analytical strategies, drive innovation, and serve as a trusted advisor on emerging fraud trends, analytics best practices, and the application of data-driven insights to protect the bank…
Added 8 mins ago
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Senior Manager, First Party Fraud Analytics - Onboarding
BMO
Toronto, ON · FCP
- Full-time
…analytical strategies, drive innovation, and serve as a trusted advisor on emerging fraud trends, analytics best practices, and the application of data-driven insights to protect the bank…
Added 8 mins ago
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Senior Manager, First Party Fraud Analytics - Cards
BMO
Toronto, ON · FCP
- Full-time
…analytical strategies, drive innovation, and serve as a trusted advisor on emerging fraud trends, analytics best practices, and the application of data-driven insights to protect the bank…
Added 8 mins ago
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Senior Manager, First Party Fraud Analytics - Business Banking
BMO
Toronto, ON · FCP
- Full-time
…analytical strategies, drive innovation, and serve as a trusted advisor on emerging fraud trends, analytics best practices, and the application of data-driven insights to protect the bank…
Added 8 mins ago
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Business Development Manager
BMO
Toronto, ON · BMOPLACE
- Full-time
…(e.g. Brokers, Brokerages, Builders and non-BMO Investment Advisor Offices) for designated home financing sales programs and products to. Applies market and industry expertise to deliver a…
Added 38 mins ago
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Bilingual Sales Associate, Apartments.com - Montréal, Québec
Apartments.com
Montreal, QC
- Full-time
All new Sales Associates receive extensive classroom and field training, ensuring they are equipped with the product and industry knowledge needed to build market credibility, proudly…
Added 38 mins ago
FG
Associate Director, Full-Stack Applications - Credit Module
Fitch Group
Toronto, ON
- $150,000 to $170,000 CAD / year
Offer influence and mentorship – Partner with product managers, analysts, and senior stakeholders as a trusted technical advisor, mentor engineers, facilitate technical discussions, and…
Added 38 mins ago
MF
Director, Citizen Development & Employee Technology Experience Pod Owner
Mackenzie Financial Corporation
Toronto, ON · Greater Toronto Area, ON
- Other
Identify employee technology friction across corporate and advisor communities and sponsor practical improvements that improve productivity, adoption, service experience and confidence in…
Added 53 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 1 hour ago
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UI Designer, Research and marketing
Desjardins
Levis, QC · Montreal, QC
- Full-time
…through your initiatives and projects. You serve as a specialist advisor for the design, development and project teams regarding the content and visual identity of products. You interact…
Added 1 hour ago
MK
MK Vaughan Mills ACC - Seasonal Sales Assistant
Michael Kors
Vaughan, ON
- Part-time
Act as a fashion advisor while demonstrating product knowledge
Added 1 hour ago
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Human Resources Manager
Univeris
Toronto, ON
- Full-time
…Technology innovation is one of the cornerstones of Univeris' product development strategy and through its Evergreen approach to technology, new features and capabilities transparently…
Added 1 hour ago
PA
Automotive Sales Representative
Pfaff Automotive Partners Inc.
Thornhill, ON
- Full-time
Key Words: Automotive Sales Representative, Auto Sales Consultant, Product Advisor, Vehicle Sales Consultant, Car Sales Representative, Sales Associate, Automotive Retail Sales, Sales…
Added 1 hour ago
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Human Resources Manager
Univeris
Toronto, ON
- $95,000 to $110,000 CAD / year
- Full-time
…Technology innovation is one of the cornerstones of Univeris' product development strategy and through its Evergreen approach to technology, new features and capabilities transparently…
Added 1 hour ago
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Strategic Account Manager - Rentals
Finning
Edmonton, AB
- Full-time
In this highly visible role, you will serve as a trusted advisor to key strategic customers, helping them solve complex operational challenges through innovative rental solutions. By…
Added 1 hour ago
VT
Senior Software Engineer
VitalEdge Technologies
London, ON
- $115,000 CAD / year
- Full-time
…to be the ERP thought leader in our space and a trusted IT advisor to all dealers and rental companies. Today, we have over 700 employee associates, offices on four continents, and…
Added 1 hour ago
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Associate Counsel (Remote)
Jerry.ai
Remote, Canada
- $105,000 to $150,000 USD / year
- Full-time
- Remote
Operating across the U.S. and Canada brings a steady flow of commercial, regulatory, consumer protection, and product questions. As our Associate Counsel, you’ll report directly to our…
Added 2 hours ago
BG
Outside Sales Representative
Brandt Group of Companies
Prince George, BC
- Full-time
The Customer Support Advisor (CSA) is responsible for promoting and selling parts and services, as well as providing after sales support to new and existing customers.
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
GR
Customer Success Representative
Global Relay
Vancouver, BC
- Full-time
Acts as a trusted advisor: CSRs build strong relationships with customers, understand their needs and goals, and provide strategic guidance to help them achieve success
Added 2 hours ago
PA
Automotive Sales Representative
Pfaff Automotive Partners Inc.
Thornhill, ON
- Full-time
Key Words: Automotive Sales Representative, Auto Sales Consultant, Product Advisor, Vehicle Sales Consultant, Car Sales Representative, Sales Associate, Automotive Retail Sales, Sales…
Added 2 hours ago
RJ
Conseiller de vente - Boutique Rolex / Sales Advisor - Rolex Boutique
Raffi Jewellers Inc. Cambridge | Montreal | Waterloo
Montreal, QC
- Full-time
As a Sales Advisor, you will serve as the esteemed ambassador of the brand, embodying its values of excellence and quality. Your role is pivotal in delivering a world-class, personalized…
Added 3 hours ago
DI
AVP, Broker Marketing
Definity Insurance Company
Toronto, ON
- Full-time
Lead communications for key business priorities, including product launches, strategic initiatives, and capability enhancements.

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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