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Added 9 mins ago
W
Associate (National Advisory Desk)
Wellington-Altus
Toronto, ON
- Full-time
Reporting to the Senior Manager, Ontario, the Associate is an administrative and client-facing role that moves client households from advisors into NAD. The Associate builds and submits…
Added 9 mins ago
A
Technical Specialist, Wastewater Treatment
AECOM
Markham, ON · Mississauga, Ontario
- $200,000 to $250,000 CAD / year
- Full-time
The successful candidate will serve as a trusted technical advisor to project teams and clients, providing guidance on technical approaches, regulatory compliance, quality management,…
Added 23 mins ago
SQ
Consultant ou consultante en planification financière / Consultant -Financial Planning Services
Sunlife Québec
Quebec, QC
- Full-time
Added 23 mins ago
R
Banking Advisor
RBC
Steinbach, MB
- Full-time
This unique position calls on your client-focused advice expertise and natural problem-solving skills to maximize each client interaction by helping clients with their everyday banking,…
Added 24 mins ago
W
Account Manager, Commercial Insurance
Waypoint
Vancouver, BC
- $65,000 to $90,000 CAD / year
- Full-time
…commercial clients. This role is responsible for managing day-to-day client needs, ensuring policy accuracy, and supporting the Risk Advisor in maintaining and growing client relationships.…
Added 39 mins ago
CG
Graphic Designer
Canaccord Genuity Group Inc.
Toronto, ON
- Full-time
…established brand systems. A significant focus will be supporting Advisor Marketing, partnering with Advisor Marketing Managers to create polished advisor and client-facing materials across…
Added 40 mins ago
PF
Professional Services Consultant
PureFacts Financial Solutions
Toronto, ON
- $80,000 to $100,000 CAD / year
You'll work closely with client stakeholders, including Compensation, Finance, Operations, and Technology teams, while partnering internally with Product, Engineering, Project Management,…
Added 54 mins ago
D
Product Owner, Product Management
Desjardins
Montréal-Ouest, QC
- Full-time
As Product Owner - Product management, you will represent the voice of the client in projects and be responsible for the member/client experience. You will consistently prepare a range of…
Added 54 mins ago
BI
Senior Pega Lead / Lead Enterprise Business Architect
BURGEON IT SERVICES
Toronto, ON
- Contract
…processes and be able to translate business requirements across client, advisor, operational, and technology teams into robust Pega-based…
Added 54 mins ago
D
Product Owner, Product Management
Desjardins
Levis, QC
- Full-time
As Product Owner - Product management, you will represent the voice of the client in projects and be responsible for the member/client experience. You will consistently prepare a range of…
Added 54 mins ago
WC
Director, Strategic Account Management - Research Services (Bilingual)
Walmart Canada
Mississauga, ON
- Full-time
Set and uphold a high bar for research excellence and client experience, serving as a senior research advisor on strategic, complex or high-risk engagements while empowering leaders and…
Added 54 mins ago
DF
Wealth Advisor - Orangeville/Newmarket
DUCA Financial Services Credit Union Ltd.
Toronto, ON · North York, ON
- Full-time
DUCA is looking for a Wealth Advisor to join our growing team!
Added 54 mins ago
S
Manager, Content strategy and Operations
Stingray
Toronto, ON
- Full-time
…play a key role in developing content strategies, managing client projects, and supporting the day-to-day delivery of digital signage content across our client…
Added 54 mins ago
Regional Quality Manager
GHD Group Pty Ltd
Toronto, ON
- Acting as a trusted advisor, fostering a culture of quality and continuous improvement throughout the organization. Seeking opportunities to influence discipline and operational leaders,…
Added 1 hour ago
RB
Client Advisor Intern
Royal Bank of Canada
Woodstock, ON
- Part-time
…champion the RBC brand and drive business by supporting new client acquisition and deepening existing relationships. If you have the self-motivation to deliver exceptional customer service…
Added 1 hour ago
RE
Construction Field Review Representative (Structural)
RJC Engineers
Vancouver, BC
- Full-time
Trusted Advisor – You act with integrity, expertise, and honesty, earning the confidence of clients and colleagues.
Added 1 hour ago
R
Client Advisor - Casual
RBC
London, ON
- Part-time
This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday…
Added 1 hour ago
T
Public Sector Buildings - Greater Toronto Area Talent Community
Tiree
Toronto, ON
- Full-time
Professionals in this space typically act as a trusted advisor to public-sector clients, navigating complex stakeholder environments while supporting the delivery of projects that improve…
Added 1 hour ago
NC
Manager, Content strategy and Operations
Newfoundland Capital Corporation Limited
Toronto, ON
- Full-time
…play a key role in developing content strategies, managing client projects, and supporting the day-to-day delivery of digital signage content across our client…
Added 1 hour ago
J
COMMUNICATIONS ADVISOR
JobsMedia.io
Montreal, QC
- Full-time
Our client is an environmental organization specializing in ecological employability.
Added 1 hour ago
AC
Regional Service Agent
Allstate Canada
AB · Edmonton, AB
- Full-time
Provide personalized service while being a Trusted Advisor with respect to insurance.
Added 2 hours ago
AG
Manager, FP&A
Adelphi Group
Toronto, ON
- Full-time
We are seeking an experienced, client-focused FP&A Manager to serve as the go-to finance lead for our Commerce leadership team. Partnering across a number of client pods, you will own…
Added 2 hours ago
W
Business Administration Support
Wellington-Altus
Burlington, ON
- Full-time
A client/advisor-focused attitude, with a commitment to providing extraordinary service.
Added 2 hours ago
VC
Mental Health and Substance Use Nurse (RN/RPN), Psychiatry Inpatient Unit - qathet General Hospital
Vancouver Coastal Health
Powell River, BC
- $41.42 to $55.91 CAD / hour
- Full-time
…be available. Apply today to speak to a Talent Acquisition…
Added 2 hours ago
O(
Curo - Bilingual Property & Casualty Claims Express Advisor
OTIP (Ontario Teachers Insurance Plan)
Waterloo, ON
- Full-time
The Bilingual Property and Casualty Claims Express Advisor is responsible for serving the members and assisting claims team through investigation and settlement of minor auto and property…

CIBC

Investment Advisor

Calgary, AB, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Nov 4, 2026
Experience: You have a postsecondary degree/diploma and/or 4 years of relevant experience.
Posting language: English
Posted: Oct 28, 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).
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.

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

500 Centre Street SE

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, developing investment plans, and delivering personalized financial solutions to high-net-worth clients.

Requirements

Candidates must possess a postsecondary degree or diploma and at least 4 years of relevant experience. Additionally, you must hold current accreditation as a Registered Representative (RR) with the Canadian Investment Regulatory Organization (CIRO-ID).

Skills

Business Development
Client Service
Financial Advising
Investment Advising
Portfolio Management
Wealth Management
Relationship Management
Sales
Marketing
Networking
Prospecting
Investment Analysis
Presentation Skills
Time Management
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
Investment Products
High-net-worth
Sales
Marketing
Networking
Investment Recommendations
Financial Goals
Risk Profile
Time Horizon
Telemarketing
Seminars
Trade Shows
Investment Plans
Client Service
Business Development
Banking

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