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Added 1 min ago
Insurance Advisor
Talent Acquisition Team at Westland Insurance. Text reply only.
Burlington, ON
As an Insurance Advisor, you will promote and educate clients on insurance products, take ownership of client relationships, and help us grow our presence and profile in the local community.
Added 1 min ago
Advisor Trainer - Vancouver | Occasional Travel Across Canada Required | Occasional Evening, Night and Weekend Work
SPI Santé Sécurité / SPI Health and Safety
Burnaby, BC
Added 1 min ago
Manager, startGBC (Entrepreneurship)
George Brown Polytechnic
Toronto, ON
…this land as treaty people who learn, work, and live in the community with each…
Added 1 min ago
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H&M Sales Advisor
H&M
Oakville, ON
- Part-time
As a Sales Advisor, you'll be responsible for providing excellent customer service, welcoming & guiding customers through your store to actively sell our products and providing customers…
Added 1 min ago
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H&M Sales Advisor
H&M
Burlington, ON
- Part-time
As a Sales Advisor, you'll be responsible for providing excellent customer service, welcoming & guiding customers through your store to actively sell our products and providing customers…
Added 16 mins ago
Director, Information Technology & Enterprise Systems
International Business University
Toronto, ON
Reporting directly to the CEO, the Director will serve as a strategic advisor to senior leadership and play a pivotal role in shaping the institution's technology roadmap, enterprise…
Added 16 mins ago
R
Banking Advisor
RBC
Regina, SK
- Full-time
· Proactively engage with clients in all areas of the branch and in the community, uncovering banking needs, providing help and advice, as well as identifying sales and referral…
Added 16 mins ago
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Banking Advisor
RBC
Swift Current, SK
- Full-time
· Proactively engage with clients in all areas of the branch and in the community, uncovering banking needs, providing help and advice, as well as identifying sales and referral…
Added 16 mins ago
ON
Legal Coordinator – OLRB Health Care Restructuring/PSLRTA Lead – Litigation Team
Ontario Nurses' Association
London, ON · Ottawa, ON · Port Hope, ON · Toronto, ON · Nepean, ON
- Full-time
…provide care in hospitals, long-term care, public health, the community, clinics and…
Added 16 mins ago
MU
Wellness Access Advisor
McGill University
Brown Student Serv.
- Full-time
Reporting directly to the Associate Director Wellness (Communities), the Wellness Access Advisor with mental health expertise serves a central role in facilitating access for students with…
Added 31 mins ago
SS
General Manager
Sienna Senior Living
Clarence-Rockland, ON
- Full-time
…and respect. This pivotal role is the heart and soul of our community, presenting an extraordinary opportunity to lead with purpose and passion. As the General Manager and the most senior…
Added 31 mins ago
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Personal Finance Advisor
Desjardins
Bonaventure, QC · Carleton-sur-Mer, QC · Maria, QC · New Richmond, QC · Caisse Desjardins de la Baie-des-Chaleurs
- Full-time
As a personal finance advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your role…
Added 31 mins ago
Advisor, Indigenous Engagement
VIA HFR - VIA TGF Inc
Ottawa, ON · Toronto, ON
The Advisor, Indigenous engagement will play a critical role in fostering positive, respectful, and productive relationships with Indigenous communities in Ontario, contributing to the…
Added 31 mins ago
MU
Executive Director, Government Relations
McMaster University
Hamilton, ON
- Full-time
…deepen McMaster's engagement with government, industry and community partners. Through strategic advocacy and relationship-building, the Executive Director will help strengthen public…
Added 46 mins ago
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Third Party Market Conduct & Operations Specialist
Co-operators
Calgary, AB · Burlington, ON · Guelph, ON · Mississauga, ON · Toronto, ON · Regina, SK
- Full-time
Using established standards, assess Advisor suitability for contracting with Co-operators.
Added 46 mins ago
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Business Advisor
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- Full-time
We’re looking for a Business Advisor to join our commercial team in Regina, who is passionate about helping local businesses succeed. You will be providing financial advice and creative…
Added 46 mins ago
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Commercial Banking Advisor
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Barrie, ON
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By joining RBC as a Commercial Banking Advisor, you open the door to an exciting career in commercial banking. This is your opportunity to become a critical member of a results-oriented…
Added 46 mins ago
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Banking Advisor
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· Proactively engage with clients in all areas of the branch and in the community, uncovering banking needs, providing help and advice, as well as identifying sales and referral…
Added 46 mins ago
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Senior Investment Funds Advisor
Royal Bank of Canada
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As a Senior Investment Funds Advisor, you’ll play a crucial role in managing and expanding an established client portfolio, supporting their financial goals while growing our client base.…
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- Full-time
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Client Advisor
Royal Bank of Canada
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- Part-time
· Proactively engage with clients in all areas of the branch and in the community, uncovering banking needs, providing help and advice, as well as identifying sales and referral…
Added 46 mins ago
RB
Client Advisor
Royal Bank of Canada
Regina, SK
- Part-time
· Proactively engage with clients in all areas of the branch and in the community, uncovering banking needs, providing help and advice, as well as identifying sales and referral…
Added 46 mins ago
RB
Investment Associate - Trading & Administration
Royal Bank of Canada
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 1 hour ago
YR
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Faculty Advisor/Coordinator or Practicum Advisor that has observed and evaluated your teaching practice in a classroom setting;
Added 1 hour ago
YR
Elementary Long Term Occasional (LTO) 100% Grade French Core
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Sutton, ON
- Full-time
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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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