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Added 6 mins ago
WS
Material Handler
Wolf Steel Ltd
Barrie, ON
- Full-time
Napoleon leads the way with innovative engineering, advanced manufacturing techniques, unsurpassed customer service and remarkable product quality. Our award-winning products offer a…
Added 6 mins ago
SD
Pharmacist, Hourly Part Time Flexible Shifts Greenlight Requisition
Shoppers Drug Mart
Brockville, ON
- Part-time
Acting as consultants, supporting internal customers and the Associate-Owners, you will get experience unique to the retail industry while working for an award-winning national brand.…
Added 7 mins ago
MD
IT Quality Analyst/Tester/SEBT Specialist - ITS3
Minnesota Direct Care and Treatment
Saint-Paul, NB · St.-Paul, NB
- Full-time
Education in Information Technology (IT) or an IT related field may substitute for experience as follows: a master’s degree for eighteen (18) months of experience; a bachelor’s degree for…
Added 7 mins ago
EI
Brand Protection Advisor - Hospitality and Hotels
Ecolab Inc.
London, ON · Windsor, ON
- Full-time
…Our associates are valued experts in brand standards, guest experience, food safety, public health, workplace safety, and product quality. EcoSure clients include top brands in the…
Added 7 mins ago
DCEO Technician, YYC60 DCEO
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…capacity at the lowest possible cost for our customers. And you’ll experience an inclusive culture that welcomes bold ideas and empowers you to own them to…
Added 7 mins ago
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General Sales Manager - Ottawa
Trane Italia
Ottawa, ON
- Full-time
Assemble account teams and interact with Account Managers with differing business development requirements, customer focus, experience, sales cycles, and product portfolios.
Added 22 mins ago
TH
Lumber Sales Associate Part-Time - 7180 Winnipeg North
The Home Depot Canada
Winnipeg, MB
- Part-time
…in this position know how to greet, engage, and thank every customer in their department and know how to provide basic service in adjacent departments. Sales Associates are focused on…
Added 22 mins ago
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Assistant Manager - Outlet Coll Winnipeg
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- Full-time
…profitable sales growth through all aspects of the store including; customer and product operations, merchandising, and talent development. You are responsible for supporting the execution…
Added 22 mins ago
MS
Retail Sales Consultant (Full Time)
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Calgary, AB
- Full-time
Retail, sales, customer service, or hospitality experience is an asset; a great attitude and willingness to learn are just as important.
Added 22 mins ago
S
Customer Success Manager - Core Clouds
Salesforce
Vancouver, BC · Toronto, ON · Canada - Toronto
- Full-time
…digital transformation, regulatory compliance, and improved customer and member outcomes through the Salesforce platform. Direct experience with Financial Services Cloud is preferred.…
Added 23 mins ago
TP
QA Associate - On the Floor & Product Release - 12 month contract, Afternoon Shift
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- Full-time
Quality Assurance Associate – On the Floor and Product Release
Added 23 mins ago
TH
Front End Associate Part -Time 7062 Clareview
The Home Depot Canada
AB · Edmonton, AB
- Part-time
Using the GET Involved approach to customer service, front-end associate greets each customer, engages them during the transaction and thanks the customer for their business.
Added 23 mins ago
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Lot Associate Part-Time - 7062 Clareview
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- Part-time
The Lot Associate's primary responsibility is to load orders into customer vehicles and ensuring the parking lot is safe and welcoming for the customer. Customer service and GET behaviours…
Added 37 mins ago
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Customer Experience Associate - Kirkland
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- Part-time
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Added 37 mins ago
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Customer Experience Associate
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Added 37 mins ago
M
Member Experience Associate - Evenings and weekends
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Our Member Experience Associate is responsible for promoting outstanding customer service practices and striving to continuously improve the member experience. You will also:
Added 37 mins ago
Customer Experience Associate (Precious Metals Analyst)
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Halifax, NS
We’re looking for a full-time Customer Experience Associate (Precious Metals Analyst) to join our growing team at our Halifax location (1-1697 Brunswick Street, Halifax, NS, B3J 2G3). This…
Added 52 mins ago
Accounts Payable Associate
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You will be joining a market leader with over 40 years of experience to help you elevate your potential.
Added 1 hour ago
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Beauty Manager, Hourly Full Time Day
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Acting as consultants, supporting internal customers and the Associate-Owners, you will get experience unique to the retail industry while working for an award-winning national brand.…
Added 1 hour ago
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Pharmacist, Hourly Full Time Flexible Shifts Greenlight Requisition
Shoppers Drug Mart
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- Full-time
Acting as consultants, supporting internal customers and the Associate-Owners, you will get experience unique to the retail industry while working for an award-winning national brand.…
Added 1 hour ago
R
Associate
RBC
Guelph, ON
- Full-time
Partner with the Client Experience Associate to execute, manage, and audit your Investment Advisor’s contact service plan
Added 1 hour ago
T
Personal Banking Associate Trainee - Future Opportunities
TD
Milton, ON · Oakville, ON
- Full-time
…relationships with our customers by performing a broad range of customer service transactions and providing information and advice on services, products, and solutions to existing or…
Added 1 hour ago
T
Customer Experience Associate
TD
Thornbury, ON
- Full-time
Can you bring your charming self to work and make customer interactions delightful one? Can you process financial transactions accurately and get a sense of achievement by providing…
Added 1 hour ago
TS
Store Associate
The Salvation Army Canada and Bermuda Territory
Winnipeg, MB · Wolseley Thrift Store
- Part-time
Have a few months of experience in processing or distribution of goods or customer service.
Added 1 hour ago
TS
Store Associate
The Salvation Army Canada and Bermuda Territory
St. Albert, AB
- Full-time
Have a few months of experience in processing or distribution of goods or customer service.

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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