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Added 1 hour ago
UO
Project Manager 1
University of Victoria
Victoria, BC
- Full-time
Reporting to the Associate Director, Project Management Services (PMS), or the Manager, Interior Modification Services, the Project Manager 1 (PM1), with guidance and direction from their…
Added 2 hours ago
S
Associate Principal Electrical Engineering
SearchLabs
Toronto, ON
- Full-time
Associate Principal, Electrical Engineering – Commercial & Retail Sector
Added 2 hours ago
TH
technicien, Gros équipement
The Home Depot Canada
Vancouver, BC · Greater Vancouver Metropolitan Area
- Full-time
Associate Training & Customer Support: Actively partner with Tool Rental Center (TRC) associates to provide customer solutions and deliver hands-on training on large equipment standard…
Added 2 hours ago
TH
Certified Heavy Equipment Mechanic: Located in VANCOUVER
The Home Depot Canada
Vancouver, BC · Greater Vancouver Metropolitan Area
- Full-time
Associate Training & Customer Support: Actively partner with Tool Rental Center (TRC) associates to provide customer solutions and deliver hands-on training on large equipment standard…
Added 4 hours ago
C
Client Associate (IR licensed) CIBC Wood Gundy
CIBC
St. John's, NL
- Full-time
…investment advice and exceptional client service. As a Client Associate, you will work closely with Investment Advisors at CIBC Wood Gundy to help manage their portfolios and develop new…
Added 4 hours ago
C
Associate Site Director (Onsite)
CNX
Chatham-Kent, ON · CAN Chatham
- Full-time
Join a world-class team in CAN Chatham, as an Associate Site Director! We're Concentrix. The intelligent transformation partner - solution-focused, tech-powered, intelligence-fueled. As a…
Added 4 hours ago
C
Associate Financial Advisor - Rouyn-Noranda
CIBC
Rouyn-Noranda, QC · Principale & Perreault
- Full-time
…you’ll make a meaningful difference in our clients' lives. As an Associate Financial Advisor, you’ll form a deep understanding of your personal and small business clients’ needs as you…
Added 4 hours ago
C
Financial Associate CIBC Wood Gundy
CIBC
Toronto, ON
- Full-time
As a Client Associate, you will work closely with Investment Advisors at CIBC Wood Gundy to help manage their portfolios and develop new business. You will directly engage with…
Added 6 hours ago
C&
Assistant Facilities Manager
Cushman & Wakefield
Toronto, ON
- Full-time
…objectives of the client. This includes fostering a responsive and solutions-oriented approach to tenant needs, maintaining rigorous standards in environmental health and safety, and…
Added 6 hours ago
CP
Quality Assurance Associate
Catalent Pharma Solutions
Strathroy, ON · CAN-Strathroy ON Adair
- Full-time
…manufacturing. At Adair, you’ll play a vital role in the startup of a site built for innovation and excellence, from installation and qualification to regulatory approval and commercial…
Added 6 hours ago
CP
Quality Assurance Associate
Catalent Pharma Solutions
Strathroy, ON · CAN-Strathroy Ontario
- Full-time
…analytical and packaging services to offer full-service turnkey…
Added 6 hours ago
TH
PRO Account Sales Associate: Full Time - ABBOTSFORD
The Home Depot Canada
Abbotsford, BC
- Full-time
…an impact, and takes pride in guiding customers to the right solutions for their projects? If you’re also naturally curious and eager to keep learning, consider starting or growing your…
Added 6 hours ago
TM
Operational Excellence Analyst
Toyota Motor Corporation
Toyota Credit Canada Inc - Head Office
- Full-time
Lead cross functional project teams to identify problems, map processes, analyze data, and develop and implement solutions that address root causes
Added 7 hours ago
CL
Actuarial Analyst/Associate
Canada Life
Toronto, ON
- Full-time
This role may be filled at either the Actuarial Analyst or Actuarial Associate level. Placement will be determined based on the successful candidate's actuarial exam progress, experience,…
Added 7 hours ago
Onsite AV Service Technician
Diversified
Toronto, ON
…environments. Our award-winning team specializes in delivering solutions for the most complex, large-scale and immersive installations. Serving a global clientele that includes major media…
Added 8 hours ago
C
Client Associate (IR licensed) Wood Gundy
CIBC
Winnipeg, MB
- Full-time
As a Client Associate, you will work closely with Investment Advisors at CIBC Wood Gundy to help manage their portfolios and develop new business. You will directly engage with…
Added 8 hours ago
Production Associate
State Window Corporation
Vaughan, ON
…America’s most sought-after provider of full envelope façade solutions. Our innovative product line includes high-performance glass window walls, Uni-Wall systems, curtain walls, cladding,…
Added 10 hours ago
TH
Merchandising Execution Associate: Part Time - CAMBIE
The Home Depot Canada
Vancouver, BC · Greater Vancouver Metropolitan Area
- Part-time
…an impact, and takes pride in guiding customers to the right solutions for their projects? If you’re also naturally curious and eager to keep learning, consider starting or growing your…
Added 10 hours ago
TH
Merchandising Associate : Part Time - CAMBIE (Mon-Fri 6AM-3PM Availability)
The Home Depot Canada
Vancouver, BC · Greater Vancouver Metropolitan Area
- Part-time
…an impact, and takes pride in guiding customers to the right solutions for their projects? If you’re also naturally curious and eager to keep learning, consider starting or growing your…
Added 11 hours ago
A
Associate Director-AI&Data
Accenture
Ottawa, ON · Montreal, QC
- Full-time
Establish the reference architectures, engineering standards and operating patterns that take clients from isolated solutions to a governed AI estate: lifecycle management, evaluation and…
Added 12 hours ago
TT
Project Manager - Equipment
trane technologies
London, ON
- Full-time
Be a part of our mission! As a world leader in creating comfortable, sustainable, and efficient climate solutions for buildings, homes and transportation, it's our responsibility to put the…
Added 12 hours ago
TH
Merchandising Associate Part Time - CHATHAM
The Home Depot Canada
Chatham-Kent, ON · Chatham, ON
- Part-time
…an impact, and takes pride in guiding customers to the right solutions for their projects? If you’re also naturally curious and eager to keep learning, consider starting or growing your…
Added 12 hours ago
TH
Merchandising Execution Associate Part-Time - 7170 Lethbridge
The Home Depot Canada
Lethbridge, AB
- Part-time
…an impact, and takes pride in guiding customers to the right solutions for their projects? If you’re also naturally curious and eager to keep learning, consider starting or growing your…
Added 12 hours ago
TH
Contractor Sales Part Time - WOODSTOCK
The Home Depot Canada
Woodstock, ON
- Part-time
…an impact, and takes pride in guiding customers to the right solutions for their projects? If you’re also naturally curious and eager to keep learning, consider starting or growing your…
Added 12 hours ago
AD
Diagnostic Sales Manager (Ottawa, ON)
Antech Diagnostics
Ottawa, ON
- Full-time
Current Associates will need to apply through the internal career site. Please log into Workday and click on Menu or View All Apps, select the Jobs Hub app, then click the magnifying glass…

Closed listing

CIBC

Associate, Private Investment Counsel

Ottawa, ON, Canada

Full-time

This opening has closed.

The original listing is kept below for reference.

Find open jobs More jobs with this employer

About employer

Job details

Job type: Full-time
Closing date: Sep 24, 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 10, 2026

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Added 4 months ago
Associate & Senior Associate, Mergers & Acquisitions
Emergence Software · Remote, Canada

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Original job description

Archived listing. The details below describe a past opening.

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

About employer

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 policies and financial 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
Client Servicing
Compliance
Market Data
Relationship Management
Investment Counsellor
Banking
Portfolio Management
Financial Services
Economic Analysis
Sales Cycle
Marketing Presentations

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