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Added 2 mins ago
H
Director of Customer Success
Haystack
Canada
- $243,000 to $365,000 CAD / year
- Full-time
10+ years of experience in SaaS sales, enterprise sales leadership, or revenue-focused account management.
Added 17 mins ago
DH
Director of Operations
Delta Hotels and Resorts®
Whistler, BC
- Full-time
…Hotel and Restaurant Management, or related major; 4 years experience in the guest services, front desk, housekeeping, sales and marketing, management operations, or related professional…
Added 17 mins ago
MS
Managing Director
Manos Software Group
Montreal, QC
- Full-time
Experience in one or more of the following areas: sales (customer acquisition, market penetration), customer service (support and professional services), product development (research and…
Added 32 mins ago
K
Field Service Engineer- Calgary, AB
Kinectrics
Calgary, AB
- Full-time
At Kinectrics, employees are recognized for their knowledge, experience, and contributions while working in a highly technical and challenging environment. Kinectrics puts you in the…
Added 32 mins ago
C
Sales & Operations Execution Director
Cascades
Longueuil, QC · Saint-Hubert, QC
- $150,000 to $180,000 CAD / year
- Full-time
Join MARC-ANDRE GERVAIS's team as a Sales & Operations Execution Director in Saint-Hubert and help build a more sustainable future.
Added 47 mins ago
EC
Director, Event Technology I, Chelsea Hotel Toronto
Encore Canada
Toronto, ON
- Full-time
Work with Regional Sales Director to create effective sales strategies to maximize revenue per-event for assigned customers including upsell and cross-sell opportunities.
Added 47 mins ago
HD
Affiliate & Creator Growth Manager
Hadley Designs
Remote, Canada
- $75,000 to $125,000 CAD / year
- Remote
…creators, developing relationships, and helping them improve their sales…
Added 1 hour ago
MG
Director, Legal & Loan Operations
MarshallZehr Group Inc.
Waterloo, ON
- $110,000 to $130,000 CAD / year
- Full-time
Reporting to the Senior Vice President, Risk, Legal & Finance (the “SVP”), the Director, Legal & Loan Operations (the “Director”) will lead MarshallZehr’s legal and loan operations function…
Added 1 hour ago
ST
Director, Philanthropy
Save the Children Canada
Toronto, ON
- Full-time
…transformational impact? Save the Children Canada is looking for a Director, Philanthropy to shape and lead our philanthropy program, grow philanthropic revenue in ambitious and sustainable…
Added 1 hour ago
C
Lead Supervisor I
Coach
Mirabel, QC
- Full-time
Maintains strong leadership presence on the sales floor to achieve sales targets and deliver an exceptional customer experience
Added 1 hour ago
VG
Director of Hospitality
Vancouver Golf Club
Coquitlam, BC
- Full-time
The face of hospitality. A leader of people. A steward of the member experience.
Added 1 hour ago
TU
Bachelor of Sustainability and EESC Graduate Programs Assistant
The University of British Columbia
Kelowna, BC
- $4,981 to $5,713 CAD / month
- Full-time
…other events. The position holder will work closely with the Director and Steering Committee of the B.SUST degree program and the Chair and members of the EESC Graduate Program Committee.…
Added 1 hour ago
Responsable produit / Product Manager
OPAL-RT
Montreal, QC
…technique, leadership d’influence et exigence élevée en matière d’expérience utilisateur, et que vous aimez opérer à l’intersection de la stratégie et de l’innovation, ce poste est fait…
Added 1 hour ago
PM
Maintenance Technician
Pattison Media
Prince George, BC
- Full-time
…technology, and learning how complex systems work. Broadcast experience would certainly be an asset, but we are equally interested in candidates coming from electronics, telecommunications,…
Added 1 hour ago
OT
Business Development Manager
Ottawa Tourism
Ottawa, ON
- Full-time
Reporting to the Director Sales, Business & Major Events, the incumbent is responsible for building and maintaining a full roster of clients and potential clients in the Canadian market. To…
Added 1 hour ago
SW
Commercialization Manager
Skyward Wildfire Technologies
Vancouver, BC
- $80,000 to $110,000 CAD / year
- Full-time
Reports to: Director of Business Development and Government Partnerships
Added 1 hour ago
FR
Leasing Agent / Assistant Resident Services Manager
FirstService Residential Canada
AB · Edmonton, AB
- Internship
Manage the renewal and retention program, including providing recommended pricing to the Property Manager / Director, Investment Properties
Added 1 hour ago
CI
ERP & E-commerce Systems Administrator
chive inc
Toronto, ON
- Contract
Hands-on ERP administration experience, including configuration, user management, inventory and sales modules, and troubleshooting (Odoo strongly preferred; NetSuite or similar also…
Added 2 hours ago
F
Field Service Technician (Production Toner), Ontario Region
FUJIFILM
Mississauga, ON
- Other
We are currently seeking a motivated Field Service Technician with experience with printing or toner-based equipment or devices to install, maintain, and repair Fujifilm's Production Toner…
Added 2 hours ago
SD
Regional Pharmacy Director - 15 month contract
Shoppers Drug Mart
Toronto, ON
- Full-time
Reporting directly to the Senior Director of Pharmacy Operations, Regional Pharmacy Director (Hamilton and Niagara region) monitors and
Added 2 hours ago
R
Manager, Business Development (Telework/Hybrid)
Radio-Canada
Montreal, QC
- Part-time
Reporting to the Director, Multiplatform Sales, Montreal, you will oversee business development for the Montreal Media Solutions sales team.
Added 2 hours ago
V
Director LifeCycle Marketing
Vintti
Toronto, ON
- Full-time
We are seeking a Director of Lifecycle Marketing to join our innovative team. This senior leadership role is pivotal in shaping the future of our lifecycle marketing efforts for DTC and CPG…
Added 2 hours ago
JD
Assistant(e), Accréditation et billetterie - Assistant, Accreditation and Ticketing
Jeux du Canada Games 2027
Quebec, QC
- Contract
…des Jeux : l'accréditation de près de 15 000 personnes et l'expérience des spectateurs. Avant les Jeux, tu participeras principalement à la préparation et à la distribution des…
Added 2 hours ago
CA
Development Manager
Canucks Autism Network
Vancouver, BC
- Full-time
Minimum of 5 years of progressive experience in fundraising, business development, sales, corporate partnerships, major gifts, or comprehensive relationship-building, with a demonstrated…
Added 2 hours ago
FA
Leasing Team Lead, Ottawa
Forum Asset Management
Ottawa, ON
- Full-time
You will lead and work alongside the Ottawa leasing team and report to the Director of Leasing. The team meets for a weekly leasing huddle to review results, share what is working and agree…

CIBC

Associate, Portfolio Manager

Winnipeg, MB, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Nov 20, 2026
Experience: You can demonstrate experience in a client servicing role in a financial institution (4-6 years), preferably related to high net worth clients.
Posting language: English
Posted: Nov 6, 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

Reporting to the Executive Director and Regional Head, the Associate, Investment Counsellor I (AIC I), provides assistance to the Investment Counsellor in servicing the investment needs of complex, sophisticated, high net-worth clients.

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

Client Engagement -You will play a key role in ensuring that CPIC clients receive outstanding fiduciary investment management. Our first duty is to our clients, and a client-first approach is essential. This includes supporting the business unit and your Investment Counsellor/Portfolio Manager in a number of ways. This includes portfolio analysis, investment research/recommendations, asset allocation, and client relationship management, with all responsibilities contributing to the growth and maintenance of the CIBC Private Investment Counsel business.
Portfolio Management - Support the development and execution of investment strategies and portfolio recommendations, while monitoring client portfolios to ensure ongoing alignment with investment objectives, risk tolerance, and applicable mandates. Contribute to the preparation of portfolio reviews, including performance attribution and adherence to the Investment Policy Statement, while maintaining a strong awareness of economic conditions, market developments, and emerging investment trends. Assist in formulating trade recommendations and supporting efficient trade execution.
Show commitment to developing the skills that will position you to manage HNW portfolios over time – This role is part of our pathway to becoming an Investment Counsellor/Portfolio Manager, serving some of the best private clients of CIBC and their families. We are looking to ensure that our AICs develop skills and qualities that will allow them to be considered and well prepared for Investment Counsellor roles down the line.
Support the Private Investment Counsel business in the achievement of business development targets resulting in new CPIC clients - Under the direct supervision of the IC, understand the concepts and processes of the sales cycle and develop the ability to identify opportunities to develop and win new business for CPIC.
Establish and maintain effective partnership and teamwork with colleagues - Build relationships within the CPIC team and with other business partners to ensure a level of service delivery that is seamless and timely. You will participate in coaching sessions by the ICs to continue the development of investment knowledge, concepts, and skills, client relationship management techniques, sales skills, and the continued development of understanding the unique service offering of CPIC. Understanding the partnership, you will begin to work with key CIBC partners in Wealth Management, including Private Banking Advisors, CIBC Trust, and Imperial Service, to grow high net worth client assets, while participating in the high-performance sales culture as part of CIBC/CPIC.
Ensure adherence to CIBC's compliance procedures and standards - Ensure day-to-day activities are compliant with policies, procedures, guidelines, and legislation/regulations, and escalate potential issues to the IC and maintain appropriate industry registration status.

Who You Are

You have a degree or diploma in Business or Economics. A master’s degree would be an asset.
You can demonstrate experience in a client servicing role in a financial institution (4-6 years), preferably related to high net worth clients.
You’re a certified professional. You have committed to the Chartered Financial Analyst program, have completed Level 1, and have 12 months of relevant investment management experience, which is preferred, OR you have received the Canadian Investment Manager designation and have 24 months of relevant investment management experience.
You put our clients first and use your excellent verbal and written communication skills to interact with a variety of clients, from the least to the most sophisticated. You have excellent interactive skills sufficient to convey complex conceptual information involving extensive interpretation and opinion.
Your influence makes a difference. You know that relationships and networks are essential to success. You inspire outcomes by sharing your expertise. You have strong financial analysis skills along with an understanding of investments and of markets sufficient to understand the concepts of detailed and complex inquiries from a sophisticated, knowledgeable, and high net worth client group.
You understand that success is in the details. You have sales management skills - this may include sales models, principles, and techniques sufficient to execute sales strategies effectively, selling CPIC tailored solutions.
You live your values. You bring high standards and genuine care to your relationships, and want to grow with an employer that shares your values and brings out your best.

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

MB-Winnipeg, 1 Lombard Place, 10th Floor

Employment Type

Regular

Weekly Hours

37.5

Skills

Business Development, Client Service, Customer Experience (CX), Investment Advising, Portfolio Management, Service Delivery, Wealth Management

Apply About employer

More about this job

Responsibilities

The Associate, Portfolio Manager supports the Investment Counsellor in managing complex, high net-worth client portfolios through investment research, asset allocation, and portfolio analysis. They also assist in business development efforts and ensure all activities remain compliant with regulatory standards and internal policies.

Requirements

Candidates must hold a degree in Business or Economics and possess 4-6 years of experience in a financial client-servicing role. Professional certification such as the CFA (Level 1) or CIM designation is required, along with strong financial analysis and communication skills.

Skills

Portfolio management
Investment research
Asset allocation
Financial analysis
Business development
Sales management
Wealth management
Compliance
Investment strategy
Performance attribution
Client engagement
Trade execution
Communication skills
Investment policy statement

Benefits

Competitive salary
Incentive pay
Banking benefits
Benefits program
Defined benefit pension plan
Employee share purchase plan
Vacation offering
Wellbeing support
MomentMakers recognition program
Purpose Day

Visa sponsorship

Not detected in the job text

Keywords

Portfolio Management
Investment Counsellor
High Net-Worth
Wealth Management
CFA
CIM
Financial Analysis
Asset Allocation
Business Development
Compliance
Investment Policy Statement
Performance Attribution
Private Banking
Sales Cycle
Investment Strategy
Market Trends
Trade Execution
Fiduciary
Economics
Business

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