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Added 2 hours ago
NB
Banking Advisor
National Bank of Canada
Granby, QC
- Full-time
A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and…
Added 2 hours ago
NB
BANKING ADVISOR
National Bank of Canada
Nicolet, QC
- Full-time
A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and…
Added 2 hours ago
A
Senior Service Designer
Aviso
Toronto, ON
- $95,000 to $105,000 CAD / year
- Full-time
Serve as a role model and advisor, elevating customer centricity, inclusive design and design maturity across the organization
Added 6 hours ago
UO
Director, Child Care Services
University of Victoria
Victoria, BC
- Full-time
This role will serve as a key advisor to the Senior Director, Campus Engagement acting as their representative when required and acting as Senior Director in the incumbent's absence.
Added 7 hours ago
M
Seasonal Store Advisor
MEC
North Vancouver, BC
- $19.35 to $20.2 CAD / hour
- Temporary
…new things and plan new adventures – and as a Seasonal Store Advisor, you’ll be there to help make it all…
Added 8 hours ago
H
Architecture Principal – Education, Science and Sport
HDR
Toronto, ON
- Full-time
…responsible for driving excellence in project delivery, client engagement, business development and market growth across the Education, Science and Sports sector. This role requires a…
Added 8 hours ago
NB
Banking Advisor
National Bank of Canada
Kitchener, ON
- Full-time
A career as a Banking Advisor at National Bank is a versatile and varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your…
Added 9 hours ago
C
Bilingual Senior HR Business Partner – Corporate Groups
CBC/Radio-Canada
Ottawa, ON
- Full-time
…operational and people strategies. You will serve as a trusted advisor, proactively addressing key business challenges, guiding organizational change, managing labour relations, and…
Added 9 hours ago
DC
Senior Environmental Engineer or Geoscientist
Dillon Consulting Limited
London, ON
- Full-time
We’re looking for a technical leader, trusted advisor and problem solver with a safety-first mindset and the desire to build strong teams to lead Ontario-based contaminated sites projects.
Added 9 hours ago
C
Bilingual Senior HR Business Partner – Corporate Groups
CBC/Radio-Canada
Ottawa, ON · Greater Ottawa Metropolitan Area
- Full-time
…operational and people strategies. You will serve as a trusted advisor, proactively addressing key business challenges, guiding organizational change, managing labour relations, and…
Added 10 hours ago
Senior Member Experience Advisor (MAC)
First West
Langley (District), BC · Langley, BC
We are currently seeking a Senior Member Experience Advisor (MAC) to join our team.
Added 12 hours ago
Senior Strategist, Enterprise
BrainStation
Toronto, ON
Act as a trusted advisor to your clients, leading them through opportunity discovery and managing the day-to-day relationship across the life of an engagement
Added 12 hours ago
Manager, Enterprise
BrainStation
Toronto, ON
Serve as the senior day-to-day advisor to your clients, leading them through opportunity discovery, managing expectations and stakeholders, and ensuring each engagement delivers measurable…
Added 12 hours ago
S
Channel Executive
Sage
Toronto, ON
- Full-time
Serve as a trusted advisor by maintaining in-depth knowledge of Sage solutions, complementary technologies, competitive offerings, and market trends.
Added 13 hours ago
UO
Research Assistant, Clinical Neurosciences
University of Calgary
Calgary, AB
- Part-time
This position is part of the AUPE bargaining unit, and falls under the Specialist/Advisor Job Family, Phase 1.
Added 15 hours ago
NB
BANKING ADVISOR
National Bank of Canada
Drummondville, QC
- Full-time
A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and…
Added 16 hours ago
OT
Consultant
Open Text Corporation
Richmond Hill, ON
- Other
Act as a trusted advisor to customers, helping them plan, coordinate, and execute partner onboarding and migration initiatives.
Added 16 hours ago
D(
HR Advisor – Fixed-Term Until July 2028
DWF (Canada)
Toronto, ON
- Full-time
We are currently looking for a Bilingual HR Advisor (for a fixed term contract until July 2028) who shares our purpose and vision to join our global team. This role can be based out of our…
Added 16 hours ago
M
Cloud and AI Partner Solution Specialist
Microsoft
Goodwood, ON
- Full-time
…from commit to complete (Stages 2–3 of the Microsoft Customer Engagement Methodology, MCEM), operating at scale across a portfolio of high performing CSP (Cloud Solution Providers)…
Added 16 hours ago
U
Principal Sales Performance Coach
UKG
Remote, Canada
- Full-time
- Remote
As a Principal Sales Performance Coach at UKG, you will serve as a trusted advisor and strategic partner to sales leaders, managers, and sellers, helping elevate sales execution and improve…
Added 17 hours ago
NB
Banking Advisor
National Bank of Canada
Montreal, QC
- Full-time
A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and…
Added 17 hours ago
RO
Advisor, Water and Wastewater Strategic Infrastructure Planning
Region of Peel
Brampton, ON
- Contract
The Advisor supports the Water and Wastewater Asset Management team in strategic infrastructure planning and integrated asset management. This role provides expert advice and leadership in…
Added 17 hours ago
MD
Chief of Operations - Core Operations Director
Minnesota Direct Care and Treatment
Saint-Paul, NB · St.-Paul, NB
- Full-time
…leadership for the agency’s internal operations and serve as a key advisor to the Commissioner and Deputy Commissioners. This role guides and supports critical functions such as fiscal…
Added 17 hours ago
JH
Director, Total Rewards
JUST HR
Vancouver, BC · Greater Vancouver Metropolitan Area
- Full-time
Align Total Rewards with business performance metrics and employee engagement.
Added 17 hours ago
FT
Employee Relations Specialist
Fountain Tire
Edmonton, AB
- Other
About the Role:As the primary trusted advisor to our Store and Field Managers, you will play a critical role in supporting employee relations across the organization. You will provide…

CIBC

Client Associate, Wood Gundy-Bilingual

Montreal, QC, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Nov 6, 2026
Posting language: English
Posted: Oct 30, 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

As a Client Associate, you will provide administrative and ongoing support to a team that exceeds expectations for its clients. As a Client Associate in Wood Gundy's brokerage department, you will work closely with your Advisor, who plans and manages clients' investments, and your team. In this fast-paced environment, you will play a key role in supporting and servicing high-net-worth client accounts.

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

Administrative Support - Maintain compliance standards when dealing with clients or handling client files. Perform administrative duties and participate in administrative processes related to Investment Advisor and team support. Assist in the development of investment plans and written proposals for current and prospective clients. Assist with processes to redirect assets to appropriate financial products based on client risk tolerance and demographic profile as determined by the Investment Advisor.
Client Engagement - Focus on each client's experience and connect on a personal level to make every interaction meaningful. Anticipate client needs and communicate promptly with your team to build trust and deepen client relationships. Identify activities, processes, and opportunities to improve the client experience. Follow through on requests by answering questions and providing an exceptional experience.
Critical Thinking - Verify documents in accordance with established signature delegation procedures to confirm that documents received from clients are complete and properly signed. Review complex legal agreements related to cash management products to enable the implementation of new products and changes to existing products. Close gaps in signing authority documents, escalate unresolved issues, enforce policies, or engage appropriate internal partners to facilitate resolution.
Organizational Skills - Support your Advisor by responding quickly to client requests and maintaining compliance standards on all files. Drive team success by improving team productivity, proactively uncovering business opportunities, and assisting in the allocation of assets to the right financial products.

Who you are

You put our clients first. You engage with the purpose of finding the right solutions. You go the extra mile because it is the right thing to do.
You're driven to succeed. You are motivated by accomplishing your goals and delivering your best to make an impact.
You engage with your heart and mind. You care about people and understand different perspectives. You listen and learn from the experiences of others.
You understand that success is in the details. You notice things that others don’t. Your critical thinking skills help to inform your decision making.
You’re a certified professional. You have current accreditation and are in good standing as an Registered Representative (RR) with Canadian Investment Regulatory Organization - Investment Dealer (CIRO-ID). Financial Services and/or Brokerage industry experience and working knowledge of various quotation equipment is required.
You live your values. You bring high standards, genuine care to your relationships, and want to grow with an employer that shares your values and brings out your best.
You’re fluent in French and English to serve our clients in the community.

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

Montreal-1 Place Ville Marie

Employment Type

Regular

Weekly Hours

37.5

Skills

Analytical Thinking, Business Development, Business Documentation, Customer Experience (CX), Developing Proposals, Financial Products, Investment Portfolios, Marketing Activities, Transaction Banking, Work Collaboratively

Apply About employer

More about this job

Responsibilities

Provide administrative and operational support to an Investment Advisor and their team within the brokerage department. Manage high-net-worth client accounts while ensuring compliance and delivering an exceptional client experience.

Requirements

Must be a certified Registered Representative (RR) with the Canadian Investment Regulatory Organization (CIRO-ID) and in good standing. Requires fluency in both French and English, along with previous experience in the financial services or brokerage industry.

Skills

Administrative support
Client engagement
Critical thinking
Investment planning
Compliance standards
Financial products
Asset allocation
Relationship management
Brokerage services
Bilingual communication
Organizational skills
Document verification
Cash management
Problem solving
Team collaboration

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

Client Associate
Wood Gundy
CIBC
Brokerage
Investment Advisor
CIRO-ID
Registered Representative
High-net-worth
Compliance
Investment planning
Asset allocation
Cash management
Financial services
Bilingual
Administrative support
Client relationship
Investment products
Risk tolerance
Legal agreements
Professional certification

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