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Added 1 min ago
IS
Inside Sales - Academic Intake Specialist
IHE School - Interior Heavy Equipment Operator School
Calgary, AB
- Full-time
You will be a trusted advisor, coach, and advocate, helping prospective students navigate an important life decision and take the first step toward a new career.
Added 1 min ago
DI
AVP, Broker Marketing
Definity Insurance Company
Toronto, ON
- Full-time
Partner with Sales & Distribution leaders to deliver impactful campaigns, communications, events, and engagement programs.
Added 16 mins ago
LE
Seasonal Beauty Advisor - Part Time - Market Mall
L'Occitane En Provence
Calgary, AB
- Part-time
- Temporary
Let Success Drive You: Support sales goals and daily store operations by taking initiative, replenishing product, maintaining visual standards, and putting the guest first.
Added 16 mins ago
LE
Seasonal Beauty Advisor - Part Time - Bloor St
L'Occitane En Provence
Toronto, ON
- Part-time
Let Success Drive You: Support sales goals and daily store operations by taking initiative, replenishing product, maintaining visual standards, and putting the guest first.
Added 16 mins ago
B
Regional Director of Trust - Prairies
BMO
Calgary, AB · CALG
- Full-time
Provides high quality sales and service to Trust & Estate clients to deliver an exceptional client experience. Provides technical expertise for all aspects of Trust & Estate account…
Added 47 mins ago
NC
Member Advisor 2
Northern Credit Union
Kenora, ON
- Full-time
Reporting to the Branch Manager, the Member Advisor 2 will be responsible for marketing the organization’s products and services within clearly defined policies and procedures. This key…
Added 1 hour ago
LG
Seasonal Beauty Advisor - Part Time - Bloor St
L'OCCITANE Group (B Corp)
Toronto, ON
- Part-time
Let Success Drive You: Support sales goals and daily store operations by taking initiative, replenishing product, maintaining visual standards, and putting the guest first.
Added 1 hour ago
LG
Seasonal Beauty Advisor - Part Time - Market Mall
L'OCCITANE Group (B Corp)
Calgary, AB
- Part-time
- Temporary
Let Success Drive You: Support sales goals and daily store operations by taking initiative, replenishing product, maintaining visual standards, and putting the guest first.
Added 1 hour ago
A
Manager, Sales Compensation
Aviso
Toronto, ON
- $110,000 to $135,000 CAD / year
- Full-time
Sales Compensation Strategy & Program Management
Added 1 hour ago
BE
Accounts Manager
Battlefield Equipment Rentals
Collingwood, ON
- Full-time
Pay: $70,000- $80,000 (Base Salary) + Competitive Commission Bonus Plan (subject to change based on sales).
Added 1 hour ago
C
Associate Investment Advisor- Bilingual
CIBC
Laval, QC · Montreal, QC
- Full-time
…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…
Added 1 hour ago
C
Senior Branch Administrator, Wood Gundy-Bilingual
CIBC
Laval, QC · Montreal, QC
- Full-time
Sales Support & Customer Service – Assist Branch Manager to perform Investment Advisor duties such as taking buy/sell orders of T-Bills, Corporate Paper, Bankers Acceptances, Mutual Funds,…
Added 1 hour ago
C
CIBC - Assistant, Investment Advisor - Wood Gundy - Montreal -Bilingual
CIBC
Laval, QC · Montreal, QC
- Full-time
…competitive salary, incentive pay, banking benefits, a benefits program*, defined benefit pension plan*, an employee share purchase plan, a vacation offering, wellbeing support, and…
Added 1 hour ago
C
CIBC - Administrative Assistant - Wood Gundy - Montreal -Bilingual
CIBC
Laval, QC · Montreal, QC
- Full-time
…responsible for providing administrative support to the Investment Advisor team in our Wood Gundy brokerage. You’ll work closely with the team of Advisors as they plan and manage client…
Added 1 hour ago
C
Branch Administrator, Wood Gundy-Bilingual
CIBC
Montreal, QC
- Full-time
Sales Support & Customer Service – Assist Branch Manager to perform Investment Advisor duties such as taking buy/sell orders of T-Bills, Corporate Paper, Bankers Acceptances, Mutual Funds,…
Added 5 hours ago
NB
Contract Implementation Coordinator
National Bank of Canada
Montreal, QC
- Full-time
…accelerate policy issuance, ensure contract quality, and support sales conversion. Your work has a direct impact on the advisor experience, collaboration with insurance carriers, and the…
Added 5 hours ago
BT
Senior Manager, Indirect Tax
Baker Tilly Canada
Vancouver, BC
- Full-time
…clients to navigate increasingly complex GST/HST, PST, QST, sales and use tax, and indirect tax matters across a broad range of…
Added 10 hours ago
C
Mortgage Solutions Advisor, Remote - Bilingual
CIBC
Montreal, QC
- Full-time
As a Mortgage Solutions Advisor you will play a pivotal role in enhancing our customer portfolio through reactive engagement in both inbound and outbound mortgage sales inquiries. Your…
Added 15 hours ago
TW
Member Advisor
Thrive Wealth Management
Macklin, SK
- Full-time
Don’t have banking experience? Not to worry; we have a great training program! This is an excellent opportunity for the customer service focused professional who has experience in retail,…
Added 15 hours ago
TW
Member Advisor
Thrive Wealth Management
Kindersley, SK
- Full-time
We’re looking for an agile member-service ambassador to come on board as a temporary full-time Member Advisor working on-site at our Kindersley, SK branch. this opportunity commences…
Added 15 hours ago
CC
Director, Strategic Alliance Group
Compass Canada
Toronto, ON · Montreal, QC
- Full-time
…transparency legislation. Further details regarding our total rewards program will be shared by the Talent Acquisition team during the hiring process. Canadian work experience is not a…
Added 20 hours ago
NB
Banking advisor
National Bank of Canada
Campbellton, NB
- Full-time
A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and…
Added 20 hours ago
NB
Wealth Associate
National Bank of Canada
London, ON
- Full-time
Carry out routine operations related to financial transactions (e.g., purchases and sales of securities, necessary transaction adjustments)
Added 20 hours ago
NB
Senior Advisor in Estate Planning
National Bank of Canada
Montreal, QC
- Full-time
a Senior Advisor in Estate Planning at National Bank Financial (NBF) primarily
Added 23 hours ago
A
Senior Product Manager
Aviso
Toronto, ON
- $120,000 to $135,000 CAD / year
- Full-time
…future of investing for Canadians through a best-in-class wealth advisor…

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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