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Added 5 hours ago
Product Owner, Data & Integration (12-month contract)
Canada Goose
Toronto, ON
Full-time
Here, opportunities are everywhere - to try something new, to learn, to do meaningful and impactful work, and they're yours for the taking.
Added 13 hours ago
Credit Analyst II
TD
Brampton, ON
Full-time
…to TD's credit risk policies. Accountable for underwriting new credit requests, completing annual credit reviews, coordinating (or managing) draw requests, along with responsibilities for…
Added 14 hours ago
Director, HR Employee Service Centre
Extendicare
Markham, ON · Extendicare (Canada) Inc.
Full-time
Evaluate and implement new service delivery approaches, including self-service enablement, knowledge-driven deflection, and automation, to improve the employee experience and reduce analyst…
Added 14 hours ago
Associate, Private Investment Counsel
CIBC
Ottawa, ON
Full-time
You’re a certified professional. You have committed to the Chartered Financial Analyst program and have completed Level 1 and have 12 months of relevant investment management experience,…
Added 15 hours ago
Accounting Analyst, Reconciliations
Circle K
Laval, QC
Full-time
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Added 18 hours ago
Senior QE Analyst
Royal Bank of Canada
Halifax, NS
Full-time
Collaborate with project/program teams in the implementation of defined test strategies
Added 18 hours ago
Senior QE Analyst
RBC
Halifax, NS · Bedford, QC
Full-time
Collaborate with project/program teams in the implementation of defined test strategies
Added 20 hours ago
Associate Director, Senior Quality Assurance Tester
Royal Bank of Canada
Montreal, QC
Full-time
Work closely with the development and other stakeholders to lead End to End Testing for eTrading and Pricing program with the Rates desks located across US, Canada, UK and AsiaPac
Added 22 hours ago
HRPD Systems Business Analyst Student
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Full-time
We are seeking an HRPD Systems Business Analyst Student for our North American Headquarters district in Edmonton, Alberta, who is available for 8 months starting in January 2027.
Added 1 day ago
Success Operations Analyst I
Javelin Venture Partners
ON · Ontario, Canada
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…frontline work more reliable. We combine analysis with hands-on program delivery, testing changes and scaling what…
Added 1 day ago
Analyst Intern (Nuclear)
Calian in Space & Technology
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Internship
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Added 1 day ago
Clinical Informatics Analyst (Future Opportunities)
Mariner
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…and/or vendors, you will deliver best of breed solutions to new and existing…
Added 1 day ago
Tax & Legal - Tax Analyst - New Grad 2027 - Multiple Locations
Deloitte
AB · Edmonton, AB
Full-time
Join our tax team to apply foundational knowledge in tax compliance, research, and data analysis. Ideal for new graduates pursuing the CPA pathway who are ready to contribute to client…
Added 1 day ago
Tax & Legal - Tax Analyst - New Grad 2027 - Multiple Locations
Deloitte
Saskatoon, SK
Full-time
Join our tax team to apply foundational knowledge in tax compliance, research, and data analysis. Ideal for new graduates pursuing the CPA pathway who are ready to contribute to client…
Added 1 day ago
Senior Data Analyst
National Bank of Canada
Montreal, QC
Full-time
A career as a Senior Data Analyst in the Financial crime team at National Bank means serving as a Data and Analytics Specialist. This position allows you to have a concrete impact on…
Added 1 day ago
Senior Manager, Marketing Analytics
Optro
Remote, Canada
$128,000 to $176,000 CAD / year
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At Optro, we inspire each other to innovate and are proud of what we are producing. We spend each day thinking of new ways to help our customers and contribute to the greater good of our…
Added 1 day ago
Senior Analyst, Pipeline Programs
Salesforce Partner Canada
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Execute the quarterly hotspot program cycle end-to-end, taking a program brief and building the multi-channel play that delivers against leadership-aligned objectives (Run Rate PG, Create &…
Added 1 day ago
ANALYST I
Bureau Veritas | Marine & Offshore
Mississauga, ON
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Participate in the development / validation of new procedures and instruments, as required
Added 1 day ago
Tax & Legal - Tax Analyst - New Grad 2027 - Multiple Locations
Deloitte
Burlington, ON
Full-time
Join our tax team to apply foundational knowledge in tax compliance, research, and data analysis. Ideal for new graduates pursuing the CPA pathway who are ready to contribute to client…
Added 1 day ago
Tax & Legal - Tax Analyst - New Grad 2027 - Multiple Locations
Deloitte
Regina, SK
Full-time
Join our tax team to apply foundational knowledge in tax compliance, research, and data analysis. Ideal for new graduates pursuing the CPA pathway who are ready to contribute to client…
Added 1 day ago
Cyber Controls Assurance Analyst (Global Security)
Royal Bank of Canada
Toronto, ON
Full-time
As a Cyber Control Assurance Analyst, you will provide Cyber Security expertise within RBC and act as a key Cyber Control advisor to internal business and technology clients. In this role,…
Added 1 day ago
Analyse de défaillance - Ingénieur métallurgiste / Failure analysis - Metallurgical engineer
Pratt & Whitney
Longueuil, QC
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Added 1 day ago
Cyber Controls Assurance Analyst (Global Security)
RBC
Toronto, ON
Full-time
As a Cyber Control Assurance Analyst, you will provide Cyber Security expertise within RBC and act as a key Cyber Control advisor to internal business and technology clients. In this role,…
Added 1 day ago
Senior Business Analyst / Data Analyst (Security Master)
RBC
Toronto, ON
Full-time
We are seeking a Senior Business Analyst / Data Analyst to join our Product Team and own the business logic, data quality, and product backlog for our enterprise Security Master. In this…
Added 1 day ago
SAP Analyst
Bertelsmann-Jobs
Mississauga, ON
$85,000 to $100,000 USD / year
Full-time
The SAP Support Analyst is responsible for writing functional specification in the SCM area. Especially focused on order to cash, procurement to pay, inventory and warehousing. The…

CIBC

Associate, Private Investment Counsel

Ottawa, ON, Canada

Job type: Full-time
Apply by: Sep 28, 2026
Experience: You can demonstrate experience in a client servicing role in a financial institution (4-6 years), preferably related to the high net worth clients.
Posting language: English
Posted: Sep 25, 2026

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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

Support the IC 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 the opportunities to develop and win new business for CPIC. You will participate, and gradually take more in responsibility in preparing marketing material for IC review and develop skills and credibility to be able to deliver marketing presentations alone.
Establish and maintain effective partnership and teamwork with colleagues - Build relationships within the CPIC team and 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 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 IC and maintain appropriate industry registration status.
Continuously update knowledge and skills in order to meet customer needs and interaction preferences - Keep up-to-date with current events, overall economic and financial environment, trends, products, selling techniques, etc. and in particular those related to area of specialty and analyze market data to identify activities or conditions that may impact business.

Who You Are

You have a degree or diploma in Business or Economics. 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 the high net worth clients.
You’re a certified professional. You have committed to the Chartered Financial Analyst program and have completed Level 1 and have 12 months of relevant investment management experience, which is preferred, OR you 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.
Values matter to you. You bring your real self to work and you live our values – trust, teamwork and accountability.

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 work to recognize you in meaningful, personalized ways including a competitive compensation, a banking benefit*, wellbeing support and additional offers such as employee and family assistance programs 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.

*Subject to 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.

Expected End Date

2026-11-02

Job Location

150 Elgin St. Suite 1900

Employment Type

Regular

Weekly Hours

37.5

Skills

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

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More about this job

Responsibilities

The Associate provides assistance to the Investment Counsellor in servicing the investment needs of complex, high net-worth clients. They also support business development targets and maintain compliance with CIBC's policies and industry regulations.

Requirements

Candidates must have a degree in Business or Economics and 4-6 years of experience in a financial institution, preferably with high net-worth clients. Professional certification such as CFA Level 1 or Canadian Investment Manager designation is required.

Skills

Business development
Client service
Investment advising
Portfolio management
Wealth management
Financial analysis
Sales management
Relationship management
Market analysis
Compliance
Communication skills
Strategic planning
Investment knowledge
Sales cycle

Benefits

Competitive compensation
Banking benefit
Wellbeing support
Employee and family assistance programs
MomentMakers recognition program

Visa sponsorship

Not detected in the job text

Keywords

Private Investment Counsel
Wealth Management
High Net-Worth
CFA
Canadian Investment Manager
Business Development
Financial Analysis
Sales Strategy
Investment Management
Compliance
Client Servicing
Market Data
Relationship Management
Investment Counsellor
CIBC
Portfolio Management
Economic Environment
Financial Services
Sales Cycle
Marketing Presentations

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