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Added 1 min ago
Manager, Financial Reporting and Consolidation
Silverco Mining
Vancouver, BC
$105,000 to $125,000 CAD / year
Full-time
Reporting to the Director of Finance, the Manager, Financial Reporting & Consolidation will lead Silverco’s quarterly and annual consolidation and financial reporting process, support…
Added 1 min ago
Director, Patient Experience Program
Alexion Pharmaceuticals, Inc.
Mississauga, ON
Full-time
…exceptional support for patients living with rare diseases. As the Director, Patient Experience Program, you will establish the vision and strategy to enhance the entire patient journey.…
Added 1 min ago
Health Information Services Supervisor
SickKids Centre for Community Mental Health
Toronto, ON
$76,250 to $84,720 CAD / year
Contract
…and youth supported by SickKids: the Brain and Mental Health Program, the Tele-Mental Health Service, the Learning Institute - The Garry Hurvitz Centre for Community Mental Health at…
Added 1 min ago
Data Scientist, Risk Modeling & Analytics
Financeit
Toronto, ON
$75,000 to $100,000 CAD / year
Full-time
We are seeking a Data Scientist, Risk Analytics & Modeling, to work under the direction of the Director - Risk Analytics, Data Science & Reporting to develop and deliver robust risk machine…
Added 1 min ago
Directeur(trice) / Director - Digital Platforms & Delivery Excellence
Genetec
Montreal, QC
Full-time
Added 1 min ago
Directeur(trice), TI et intelligence d’affaires /Director, IT & BI
ENERGY TRANSPORTATION GROUP
Montreal, QC
Full-time
Added 1 min ago
Director of the Parts Department
W3Global
Mirabel, QC
$85,000 to $110,000 CAD / year
Full-time
Added 1 min ago
Program Manager, Housing Access
Homeward Trust Edmonton
Edmonton, AB
Reporting to the Senior Director, Programs, the Program Manager, Housing Access is responsible for several areas of work under A Place to Call Home Edmonton’s Updated Plan to Prevent & End…
Added 1 min ago
Director, Corporate Development
Definity Insurance Company
Toronto, ON
Full-time
The Director, Corporate Development has the unique opportunity to participate in a wide range of activities to support the Corporate Development team, which includes the corporate…
Added 16 mins ago
Director & Human Resources Business Partner | Great West
The Canada Life Assurance Company
Toronto, ON
The Director and Human Resource Business Partner will provide consultative and strategic support and service to executive level business/function Great West Corporate Functional and Global…
Added 16 mins ago
PRIMARY CARE NURSE PIT STOP Program
Winnipeg Regional Health Authority
Winnipeg, MB
Under the direction of the Director of Primary Care the Primary Care Nurse (PCN) respectfully works with diversity including sexual and gender minorities, and across all ethnicities and…
Added 16 mins ago
Administrative Assistant
Winnipeg Regional Health Authority
Portage la Prairie, MB
Reporting to the Director, Manager or Lead, the Administrative Assistant is responsible for performing general administrative and clerical duties for the designated program or department.
Added 16 mins ago
255-26 Scheduler, Centralized Scheduling Department, Regular Part-Time x5, Stratford
Huron Perth Healthcare Alliance
Stratford, ON
Part-time
Under the direction of the Program Director, Surgical Services and Maternal Child, the Scheduler will be responsible for preparing and monitoring of staffing schedules for Alliance nursing…
Added 30 mins ago
Disability and Wellness Coordinator (temporary position up to two (2) years)
City of Saint John
Saint John, NB
Temporary
Under the direction of the Director of Human Resources, this position will proactively coordinate disability management files, assessing any barriers to ensure timely, effective and…
Added 30 mins ago
Cost Consultant (Loan Monitoring)
Turner & Townsend
AB · Edmonton, AB
Full-time
Assisting Senior Consultant / Associate Director in developing new business opportunities with existing and new Turner & Townsend clients
Added 30 mins ago
Senior Manager Enterprise Performance FP&A
Couche-Tard
Laval, QC
Internship
Reporting directly to the Director of Enterprise Performance, you will be responsible for ensuring the consistency and integrity of planning standards, governance, and variance logic across…
Added 46 mins ago
Senior Agentic Demand Generation Manager
Absorb
Remote, Canada
Full-time · Remote
…make a significant and immediate impact." Mark Lynch - Senior Director, Demand…
Added 58 mins ago
Project Manager, Capture and Optimization of Research Data (CORD) Platform
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
Full-time
…across the full study lifecycle. Reporting to the Associate Director (scientific) and the CORE Manager (administrative), the incumbent will support Principal Investigators with data…
Added 58 mins ago
Executive Medical Director | Clinical Informatics
Interior Health Authority
BC · British Columbia, Canada
$108.13 to $146.68 CAD / hour
Part-time
…collaborative physician leader to serve as Executive Medical Director, Clinical Informatics. This is an exciting opportunity for a physician leader who is passionate about transforming…
Added 58 mins ago
Clinical Research Coordinator – Ethics & Regulatory Affairs
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
Full-time
The Chronic Viral Illness Service Research team has an active research program, conducting numerous clinical trials each year to provide innovative research to their patients. Under the…
Added 58 mins ago
Animal Resources Division Manager – Montreal General Hospital Site
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
Full-time
Under the general supervision of the Director, Animal Resources Division (ARD), the incumbent is responsible for the management of the research animal facilities at the Montreal General…
Added 58 mins ago
Maintenance Operations Manager - Multi-Residential
Morguard
Mississauga, ON
Full-time
The Maintenance Operation Manager is accountable to the Director, Property Management for provision of high-standard uninterrupted building and site operations services and for the…
Added 58 mins ago
Directeur(trice), TI et intelligence d’affaires / Director, IT & Business Intelligence
ENERGY TRANSPORTATION GROUP
Montreal, QC
Full-time
ENERGY is looking for a Director, IT & Business Intelligence to lead the evolution of our technology, systems integration, and data environment during an important phase of transformation…
Added 58 mins ago
Director, Research & Thought Leadership
CPA Ontario
Toronto, ON
Full-time
This role brings together research, storytelling, stakeholder engagement, and strategic communications. The Director will work collaboratively with internal teams, external partners, and…
Added 1 hour ago
Administrative Assistant
Halton Healthcare
Halton Hills, ON
Full-time
Support Program Director with recruitment (schedule interviews, prepare packages, and other administrative aspects of recruitment.

Closed listing

CIBC

Associate, Private Investment Counsel

Ottawa, ON, Canada

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

This opening has closed.

The original listing is kept below for reference.

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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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