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Added 5 mins ago
EN
Seasonal Multi-Unit Events and Education Associate (Part-Time) - Eataly Toronto
Eataly North America
Toronto, ON
- $20 CAD / hour
- Part-time
- Contract
An Events & Education Associate assists guests with making educated and confident shopping decisions through sharing the stories of the people and places behind Eataly’s products as well as…
Added 5 mins ago
SD
Beauty Specialist, Hourly Part Time Flexible Shifts
Shoppers Drug Mart
Edmonton, AB
- Part-time
Promotes products through marketing and encourages use of the PC Optimum program
Added 5 mins ago
SD
Beauty Specialist, Hourly Part Time Flexible Shifts Greenlight Requisition
Shoppers Drug Mart
Regina, SK
- Part-time
Promotes products through marketing and encourages use of the PC Optimum program
Added 5 mins ago
SD
Beauty Specialist, Hourly Part Time Flexible Shifts Greenlight Requisition
Shoppers Drug Mart
Calgary, AB
- Part-time
Promotes products through marketing and encourages use of the PC Optimum program
Added 19 mins ago
PV
Licensed Optician-CPT-East York, ON-PearleVision
Pearle Vision
Toronto, ON · East York, ON
- Part-time
The Licensed Optician attracts and retains customers by delivering an exceptional customer experience, fosters customer retention, and promotes outstanding associate/doctor satisfaction
Added 19 mins ago
O
Associate Director, Search
OMD
Toronto, ON
- Full-time
As an Associate Director, Paid Search, you will lead paid social strategy and performance across key platforms including Google Ads, Bing Ads, Amazon Search Ads, ensuring activation aligns…
Added 19 mins ago
C
Business Development Associate
Convertiqq
Vancouver, BC
- $3,299 to $4,175 CAD / month
- Full-time
As a Business Development Associate, you'll be at the forefront of customer engagement and sales activity, helping drive campaign performance while gaining first-hand exposure to how…
Added 19 mins ago
OM
Director, Performance
Omnicom Media
Toronto, ON
- Full-time
Lead and develop Associate Directors and broader activation teams
Added 19 mins ago
AG
Director, Performance
Adelphi Group
Toronto, ON
- Full-time
· Lead and develop Associate Directors and broader activation teams
Added 19 mins ago
BB
Territory Sales Manager, On-Premise - Niagara/Hamilton (United Division)
Breakthru Beverage Group
Hamilton, ON · ON · Head Office Ontario CAN
- Full-time
Are you a current Associate? To be considered, you must submit your application through the internal Career Portal (Jobs Hub). Click here to access.
Added 19 mins ago
WC
On Site Solutions Associate
White Cap
Edmonton, AB
- Full-time
Promotes the product line and services, and supports marketing campaigns. Serves as a subject-matter expert for vending solutions.
Added 34 mins ago
MI
Director - Subadvisory Relationships
MFS Investment Management
Toronto, ON
- Full-time
…be a liaison for subadvisory clients to help support their marketing and sales initiatives of subadvisory mandates. Furthermore, the Director - Subadvisory Relationships will also provide…
Added 34 mins ago
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Associate
BMO
Toronto, ON · FCP
- Full-time
Supports client growth objectives set by team/lead advisor by proactively engaging in sales, business development and marketing activities including, but not limited to, telephone…
Added 34 mins ago
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Personal Banking Associate
BMO
Oshawa, ON
- Full-time
Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice.
Added 34 mins ago
SI
Sales Associate
Staples Inc.
St. Thomas, ON
- Part-time
Handle transactions using the Point of Sale (POS) system, including shipping transactions and marketing tools to convert customers.
Added 34 mins ago
SC
Sales Associate-Print&Services
Staples Canada
St. Thomas, ON
- Part-time
Handle transactions using the Point of Sale (POS) system, including shipping transactions and marketing tools to convert customers.
Added 34 mins ago
P
Part Time Flex Sales Associate
Pandora
Charlottetown, PE
- $17 to $21.25 CAD / hour
- Part-time
The Flex Sales associate will be the ultimate Pandora Fan. You will be responsible for delivering a world-class experience, surpassing sales goals, and continually finding innovative ways…
Added 49 mins ago
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Spécialiste Beauté, rémunéré(e) à l’heure temps partiel Quarts de travail flexibles
LinkedIn
Montreal, QC
- Part-time
Promouvoir les produits par l’intermédiaire du marketing et encourager l’utilisation du programme PC Optimum.
Added 49 mins ago
HR
Specialist, Designated Sales Associate - Denim
Holt Renfrew
Toronto, ON
- Full-time
The Specialist, Designated Sales Associate develops deep, long lasting relationships with customers that lead to an increase in sales, service, and loyalty. The Specialist (DSA) is also…
Added 1 hour ago
AG
Associate Director, Search
Adelphi Group
Toronto, ON
- Full-time
As an Associate Director, Paid Search, you will lead paid social strategy and performance across key platforms including Google Ads, Bing Ads, Amazon Search Ads, ensuring activation aligns…
Added 1 hour ago
LC
Beauty Manager, Hourly Full Time Day
Loblaw Companies Limited
Woodstock, ON
- Full-time
Promotes products through marketing and encourages use of the PC Optimum program
Added 1 hour ago
CB
1 Full-time with benefits Sales Associate Position available
COBS Bread
St. Catharines, ON
- Full-time
COBS Bread is growing, and we're looking for a Full-time Sales Associate (30 hours per week) to join our team. We provide a fun work environment, comprehensive training, and excellent…
Added 1 hour ago
LC
Beauty Specialist, Hourly Part Time Day
Loblaw Companies Limited
Calgary, AB
- Part-time
Promotes products through marketing and encourages use of the PC Optimum program
Added 1 hour ago
Sales Associate, Sales & Partnerships - Scotia iTRADE (Cantonese)
Scotiabank
Toronto, ON
The Sales Associate contributes to the overall success of the Sales & Partnerships team in Canada, ensuring specific individual goals and initiatives are delivered in support of the team’s…
Added 1 hour ago
P
Part Time Flex Sales Associate
Pandora
Charlottetown, PE
- Part-time
The Flex Sales associate will be the ultimate Pandora Fan. You will be responsible for delivering a world-class experience, surpassing sales goals, and continually finding innovative ways…

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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