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Added 53 mins ago
NB
Banking advisor
National Bank of Canada
Lavaltrie, 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 53 mins ago
OG
Account Executive, ONE
Operto Guest Technologies
Vancouver, BC
- Up to $75,000 CAD / year
Added 53 mins ago
Technical Inside Sales Specialist
Nanometrics Inc
Ottawa, ON
Added 2 hours ago
M
Bilingual Financial Education Specialist
Manulife
Montreal, QC
- Full-time
Added 4 hours ago
AC
Accountant, International Corporate Tax - January 2027
ACCA Careers
Mississauga, ON
- Full-time
…within a complex and dynamic regulatory framework. As a trusted advisor, you’ll develop innovative strategies that enable clients to streamline processes, maximize efficiencies and minimize…
Added 4 hours ago
MS
Senior Construction Project Manager
ML6 Search + Talent Advisory
Toronto, ON
- Full-time
Added 4 hours ago
AA
Consultant
Alpha Agency
Toronto, ON
- Full-time
Alpha Financial Markets Consulting (Alpha) is a leading global consultancy to the financial services industry. Founded in 2003, we have worked for over 20 years to bring together…
Added 5 hours ago
CF
Regional Vice President, Wealth
CI Financial
Toronto, ON
- Full-time
The Regional Vice President, Wealth Advisory is responsible for leading and supporting a portfolio of advisor practices within an assigned territory. Wor
Added 5 hours ago
SM
GOAPRDJP000001031 - Processing Center Advisor
S M Software Solutions Inc
AB · Edmonton, AB
- Full-time
We are seeking a Processing Center Advisor to support the Government of Alberta’s government-funded child care programs. This primarily remote role will focus on reviewing funding claims,…
Added 5 hours ago
SM
GOAPRDJP000001031 - Processing Center Advisor
S M Software Solutions Inc
AB · Edmonton, AB
- Full-time
We are seeking a Processing Center Advisor to support the Government of Alberta’s government-funded child care programs. This primarily remote role will focus on reviewing funding claims,…
Added 5 hours ago
R
Associate Wealth Advisor / Financial Planner
RBC
Vancouver, BC
- Full-time
As an Associate Wealth Advisor / Financial Planner you will work with a high performing Investment Advisor team and be responsible for providing proactive advice and support to our clients…
Added 5 hours ago
R
Banking Advisor
RBC
Temiskaming Shores, ON
- Full-time
Added 5 hours ago
R
Associate
RBC
Vancouver, BC
- Full-time
You will provide quality client service and help deepen relationships with existing clients through ongoing, efficient support to both clients and the Advisor Team.
Added 5 hours ago
R
Associate
RBC
Vancouver, BC
- Full-time
…every level and equips us to help our clients achieve their financial…
Added 5 hours ago
R
Associate Advisor
RBC
Vancouver, BC
- Full-time
…and wealth management firm and is backed by Canada’s leading financial institution. We take pride in hiring and nurturing talented individuals who share our commitment to helping our…
Added 5 hours ago
R
Client Experience Associate
RBC
Surrey, BC
- Full-time
Added 5 hours ago
R
Financial Advisor - Greater Toronto Region
RBC
Aurora, ON · Brampton, ON · Markham, ON · Mississauga, ON · Newmarket, ON · Richmond Hill, ON · Toronto, ON · Vaughan, ON
- Full-time
As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal
Added 5 hours ago
R
Commission Data Specialist
RBC
Toronto, ON
- Full-time
Added 5 hours ago
R
Client Advisor
RBC
Richibucto, NB
- Part-time
…a great career with us as a future Account Manager/Banking…
Added 5 hours ago
R
Administrative Assistant
RBC
Timmins, ON
- Full-time
…every level and equips us to help our clients achieve their financial…
Added 6 hours ago
AC
Accounting Technician, Assurance & Accounting
ACCA Careers
Virden, MB
- Full-time
…clients’ unique needs within a rapidly evolving business and financial reporting landscape. As a trusted advisor, you’ll provide…
Added 6 hours ago
GP
Représentant(e) des ventes et du développement des affaires
Global Payments Inc.
Vancouver, BC
- Full-time
Added 6 hours ago
AC
Designated Professional, Assurance and Accounting - Public Companies
ACCA Careers
Toronto, ON
- Full-time
…clients’ unique needs within a rapidly evolving business and financial reporting landscape. As a trusted advisor, you’ll provide comprehensive,…
Added 8 hours ago
M
Senior Field Supervision Manager
Manulife
Burlington, ON · Toronto, ON · Waterloo, ON · Montreal, QC
- Full-time
Added 9 hours ago
NB
RETIREMENT STRATEGY ADVISOR
National Bank of Canada
Rouyn-Noranda, QC
- Full-time

CIBC

Investment Advisor

Wolfville, NS, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Oct 8, 2026
Experience: You have a postsecondary degree/diploma and/or 4 years of relevant experience.
Posting language: English
Posted: Oct 1, 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 member of CIBC Wood Gundy, you will be responsible for building and growing Wood Gundy client portfolios through dedicated relationship management, trusted investment advice and exceptional client service. As an Investment Advisor you will use the tools provided by CIBC Wood Gundy to research investment products, allowing them to make investment recommendations to prospects and clients. You will work within a team focused on the delivery of an integrated wealth management offer to clients requiring tailored financial solutions. You will apply extensive in-depth knowledge and skills to deliver trusted investment advice by focusing on personalized solutions that achieve the client’s financial goals, applying an understanding of their current financial situation, risk profile, time horizon and other personal change factors. Investment Advisors are expected to build and maintain their own portfolio of high-net-worth clients through various prospecting methods, i.e., telemarketing, networking, seminars, trade shows and various other sales and marketing tools/methods. You will have ownership of processes and milestones, connecting people and networks, drawing on the Bank’s broader team and supporting our community.

At CIBC we enable the work environment most optimal for you to thrive in your role. Details on your work arrangement will be discussed at the time of your interview.

How you’ll succeed

Client Service– Attract and develop a consistent client base. Using extensive knowledge of investment products and services, prospect and identify individual client needs and opportunities. Analyze information/trends and apply it to individual client circumstances. Possess excellent time management and organization skills to meet multiple/tight deadlines in a high-pressure environment.
Relationship Building–Display high levels of interpersonal and relationship building skills in order to effectively network, prospect and build strong, positive and trusting client relationships. Nurture relationships with existing clients that would promote the natural referral of associates, friends and family members.
Sales & Marketing–Demonstrate well-developed, interactive presentation skills to convey both factual and conceptual ideas to clients. Developed writing skills to prepare proposals and presentation/seminar material.
Investing – Develop investment plans and written proposals for prospects and clients. Analyze information/trends and apply it to individual client circumstances.
Collaborating – Participate in seminars for clients and prospects, in collaboration with team members. Demonstrate well-developed, interactive presentation skills to convey both factual and conceptual ideas to clients

Who you are

You act like an owner. You thrive when you're empowered to take the lead, go above and beyond, and deliver results.
You give meaning to data. You enjoy investigating complex problems, and making sense of information. You're confident in your ability to communicate detailed information in an impactful way.
You have a postsecondary degree/diploma and/or 4 years of relevant experience.
You are a certified professional. You have current accreditation and good standing as a Registered Representative (RR) with Canadian Investment Regulatory Organization - Investment Dealer (CIRO-ID).

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 competitive compensation, 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

24 Harbourside Dr Unit 8

Employment Type

Regular

Weekly Hours

37.5

Skills

Business Development, Client Service, Customer Experience (CX), Financial Advising, Investment Advising, Portfolio Management, Results-Oriented, Wealth Management

Apply About employer

More about this job

Responsibilities

You will be responsible for building and growing client portfolios through dedicated relationship management and trusted investment advice. This involves conducting prospecting activities and delivering personalized financial solutions to help clients achieve their goals.

Requirements

Candidates must have a postsecondary degree or diploma and at least 4 years of relevant experience. You are also required to hold current accreditation as a Registered Representative with the Canadian Investment Regulatory Organization.

Skills

Business development
Client service
Financial advising
Investment advising
Portfolio management
Wealth management
Relationship building
Sales
Marketing
Networking
Presentation skills
Time management
Investment analysis
Prospecting
Communication

Benefits

Competitive compensation
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

Investment Advisor
CIBC Wood Gundy
Wealth Management
Portfolio Management
CIRO-ID
Registered Representative
Financial Planning
Prospecting
Relationship Management
High-net-worth clients
Investment products
Sales
Marketing
Networking
Financial goals
Risk profile
Investment recommendations
Client service
Business development
Banking

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