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Added 2 mins ago
CG
Unit Manager Full Time
Compass Group Canada
Tiverton, ON
- Full-time
The Unit Manager oversees daily pantry and kitchenette operations, ensuring food quality, inventory management, cleanliness, and safety standards are maintained. This role also supports…
Added 3 mins ago
FA
Leasing Team Lead, Ottawa
Forum Asset Management
Ottawa, ON
- Full-time
Forum Asset Management is a North American investor, developer, and asset manager with a 30+ year track record of delivering long-term value through real estate, private equity, and…
Added 3 mins ago
FA
Leasing Team Lead, Oshawa
Forum Asset Management
ON · As Listed/Assigned, Ontario
- Full-time
Forum Asset Management is a North American investor, developer, and asset manager with a 30+ year track record of delivering long-term value through real estate, private equity, and…
Added 3 mins ago
FA
Leasing Team Lead, Waterloo
Forum Asset Management
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- Full-time
Forum Asset Management is a North American investor, developer, and asset manager with a 30+ year track record of delivering long-term value through real estate, private equity, and…
Added 3 mins ago
UO
Project Manager, Physician Learning Program, Continuing Medical Education
University of Calgary
Calgary, AB
- Full-time
…Cumming School of Medicine invites applications for a Project Manager. This Full-time Fixed Term position is for approximately 9 months (based on length of grant funding), with the…
Added 3 mins ago
MI
Assistant Produce Manager - Full Time
Metro Inc.
Canada
- Full-time
Position Title: Assistant Produce Manager - Full Time
Added 3 mins ago
UO
Supply Chain Analyst, Supply Chain Management
University of Calgary
Calgary, AB
- Full-time
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Assistant Deli Manager - Full Time
Metro Inc.
Ottawa, ON · Nepean, ON
- Full-time
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UO
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University of Calgary
Calgary, AB
- Contract
Reporting to the Manager, the Contract Specialist collaborates with procurement staff, departments, and units to assess needs, gather requirements, provide contracting guidance, and…
Added 3 mins ago
UO
Program Manager, Mathison Centre
University of Calgary
Calgary, AB
- Full-time
The Hotchkiss Brain Institute in the Cumming School of Medicine invites applications for a Program Manager, Mathison Centre. This Full-time Fixed Term position is for approximately 12…
Added 18 mins ago
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Senior Data Analyst, New Products
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- Full-time
…Remitly's Identity & Trust Analytics Team, reporting to the Senior Manager, Fraud Program and Analytics. As a senior individual contributor, you will own fraud analytics for Remitly's new…
Added 18 mins ago
Campus Operations Coordinator
Okanagan College
Kelowna, BC
Works closely with the Manager, Security and Emergency Management and other departments as required to address security concerns on campus; coordinates additional security coverage on…
Added 18 mins ago
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Key Lead (Lime Ridge Mall)
Knix
Hamilton, ON
- $22 CAD / hour
- Full-time
- Part-time
Location: Lime Ridge Mall, Unit 0253A. 999 Upper Wentworth St, Hamilton, ON L9A 4X5
Added 18 mins ago
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Associate, Portfolio Manager
CIBC
Winnipeg, MB
- Full-time
…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…
Added 33 mins ago
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Directeur(trice) principal, Solutions aux patients, Canada /Senior Director Patient Solutions, Canada
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Toronto, ON · Ottawa, ON · Mississauga, ON · Dorval, QC · Montreal, QC · Quebec, QC · Laval, QC
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Under the general supervision of the Program Team Manager and a Registered Nurse (RN) or Registered Psychiatric Nurse (RPN), and while demonstrating a commitment to the Mission, Values and…
Added 33 mins ago
S
Accountant
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AB · Sysco Canada Inc.
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Added 33 mins ago
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Food Service Manager
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Added 33 mins ago
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Two (2) Bargaining Unit, Permanent Part-Time Positions
Added 33 mins ago
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Supply Chain Planner
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Identify opportunities to improve supply flexibility while balancing inventory, collaborate with category manager on supplier working capital, and obsolescence risks.
Added 33 mins ago
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Cook
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Added 33 mins ago
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FULLSTACK ENGINEER
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- Full-time
Maintain high quality by writing unit, integration, and end-to-end tests.
Added 33 mins ago
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Project Electrical Designer
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This role contributes to the: Electrification Service business unit
Added 33 mins ago
TU
Assistant HR Manager
The University of British Columbia
Vancouver, BC
- $5,692.25 to $8,179.5 CAD / month
- Full-time
The Assistant Human Resources (HR) Manager provides operational human resources support and coordination across a broad range of faculty and staff HR functions. The position administers the…

CIBC

Associate, Portfolio Manager

Winnipeg, MB, Canada

Full-time

Apply About employer

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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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