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Added 1 min ago
IW
Senior Specialist Process Management and Administration
IG Wealth Management
MB · Manitoba, Canada
- Full-time
Process Management and Administration are responsible for providing administrative support services to members of the Advisor network across the country.
Added 1 min ago
IW
Senior Specialist Process Management and Administration
IG Wealth Management
ON · Ontario, Canada
- Full-time
Process Management and Administration are responsible for providing administrative support services to members of the Advisor network across the country.
Added 2 mins ago
BM
Human Resources Advisor - Year-Round - Full-Time
Blue Mountain Resort
The Blue Mountains, ON
- Full-time
The Human Resources Advisor exemplifies our culture of creating revolutionary guest experiences and contributes positively toward uniting the team around purpose and fun. The purpose of…
Added 2 mins ago
Member Advisor (North Delta Branch)
First West
Delta, BC
We are currently seeking a Member Advisor to join our team.
Added 2 mins ago
AW
Compliance Officer, Temporary - 12 Months
Aviso Wealth
Remote, Canada
- $83,000 to $90,000 CAD / year
- Temporary
- Remote
Prepare pre-visit audit materials and schedule and plan examinations in accordance with regulatory requirements and dealer policies and procedures
Added 32 mins ago
IW
Senior Specialist Process Management and Administration
IG Wealth Management
Quebec, QC
- Full-time
Process Management and Administration are responsible for providing administrative support services to members of the Advisor network across the country.
Added 32 mins ago
A
Compliance Officer, Temporary - 12 Months
Aviso
Vancouver, BC
- $83,000 to $90,000 CAD / year
- Temporary
Prepare pre-visit audit materials and schedule and plan examinations in accordance with regulatory requirements and dealer policies and procedures
Added 47 mins ago
VF
Member Advisor (Princeton) Part-Time
Valley First
Princeton, BC
- Part-time
We are currently seeking a part-time Member Advisor to join our team in Princeton.
Added 1 hour ago
HT
VP, Accounting & Controllership (Husky)
Husky Technologies
Bolton, ON
- Full-time
Maintain a strong global control environment while ensuring compliance with IFRS, regulatory requirements, tax authorities, and corporate governance standards.
Added 1 hour ago
EF
Wealth Planning Specialist (Langley & Surrey)
Envision Financial
Langley (District), BC · Langley, BC
- Full-time
…advice relationship and connects the member with the appropriate advisor. As part of the discovery process, the WPS proactively uncovers opportunities with current and prospective members…
Added 1 hour ago
FW
Member Advisor (Princeton) Part-Time
First West
Princeton, BC
- Part-time
We are currently seeking a part-time Member Advisor to join our team in Princeton.
Added 1 hour ago
Wealth Planning Specialist (Langley & Surrey)
First West
Duncan, BC
…advice relationship and connects the member with the appropriate advisor. As part of the discovery process, the WPS proactively uncovers opportunities with current and prospective members…
Added 1 hour ago
T
Senior Relationship Manager
TD
Vancouver, BC
- Full-time
Act as a trusted advisor expected to meet the needs of customers by providing creative products/solutions Actively use sales platforms to build a robust understanding of our…
Added 1 hour ago
MC
Technical Consultant III (35732)
Myticas Consulting
Toronto, ON
- Full-time
Added 1 hour ago
SW
ScotiaMcLeod Investment Associate - Toronto
Scotia Wealth Management
Toronto, ON
- Full-time
As an Investment Associate you will work closely with a Wealth Advisor in the development and management of their book of business by providing effective client service and contributing to…
Added 1 hour ago
MC
Senior Dynamics 365 F&O Functional Advisor Architect (36149)
Myticas Consulting
Ottawa, ON
- Full-time
We are recruiting a Senior Dynamics 365 Finance & Operations Functional Advisor / Architect to support the continued evolution of a complex enterprise D365 environment.
Added 1 hour ago
Insurance Associate
Odlum Brown
Vancouver, BC
Support business development through seminars, referrals, advisor outreach and other initiatives that build awareness of insurance planning opportunities
Added 2 hours ago
SP
Customer Success Manager - Core Clouds
Salesforce Partner Canada
Toronto, ON
- Full-time
…functions as an extension of the customer’s workforce and a trusted advisor, identifying and addressing both technical and business concerns and aligning them strategically with customer…
Added 2 hours ago
R
Training & Competency Assurance Advisor
Raise
AB · Edmonton, AB
- Full-time
The Training & Competency Assurance Advisor in this role will support workforce capability, compliance, and operational excellence across our Oil Sands operations. This role is responsible…
Added 2 hours ago
AW
Training and Development Specialist
Agilus Work Solutions
Calgary, AB
- Contract
Drive Workforce Readiness Across Major Oil Sands Operations as a Training & Competency Assurance Advisor (FIFO)
Added 2 hours ago
B
Water Resources Consultant (Hybrid/Remote)
Barr
Calgary, AB
- $110,000 to $140,000 CAD / year
- Full-time
…risk assessment, water management planning and design, and regulatory compliance, as well as the ability to translate complex modelling outcomes into practical, actionable guidance for both…
Added 2 hours ago
T
AVP, Technology Portfolio Management, Transaction Banking & Payments, TD Securities
TD
Toronto, ON
- Full-time
The role leads a significant, high-complexity, multi-year portfolio with substantial regulatory and risk oversight; manages aggregate portfolio financials, including budget, forecast,…
Added 2 hours ago
RD
Investment Associate - Trading & Administration
RBC Dominion Securities
Oakville, ON
- Full-time
By providing ongoing, exceptional service and support to our clients and our Advisor team, you will help our team deepen existing relationships and welcome new clients to the firm. As an…
Added 2 hours ago
B
Senior Relationship Manager (Mid-Market)
BMO
Toronto, ON · FCP
- Full-time
…relationships, lead complex financing transactions, and become a trusted advisor to business owners, executives, and industry leaders across one of Canada's most vibrant economic…
Added 2 hours ago
HC
RAI Coordinator LTC (#2026-NON-HM-327)
Hastings County
Belleville, ON
- Full-time

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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