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Added 1 min ago
FP
Outside Sales Representative
Frontier Power Products
New Westminster, BC · Surrey, BC
- Full-time
The Outside Sales Representative is a results-driven professional responsible for developing new business and maintaining existing client relationships within the assigned territory.…
Added 1 min ago
WR
Business Development Representative - Vancouver
War Room Advertising Services
Vancouver, BC
- $55,000 to $65,000 CAD / year
War Room is looking for a Business Development Representative (BDR) to join our growing team! Reporting to the Director of Sales, you will be responsible for generating new business…
Added 1 min ago
D
Account Manager, Life and Health Insurance
Desjardins
Levis, QC
- Full-time
…them. You drive results to actively help your unit achieve its sales and business development objectives. You are responsible for accounts with significant development potential for your…
Added 1 min ago
T
Commercial Sales Representative
Tirecraft
Port Perry, ON
- Full-time
Join our team as a Commercial Sales Representative and play an important role in growing our commercial tire business. You’ll build strong relationships with new and existing customers,…
Added 16 mins ago
Service Sales Representative - First Aid and Safety
Cintas
Calgary, AB · Edmonton, AB
Cintas is seeking a Service Sales Representative - First Aid and Safety to sell and service customers in a manner which exceeds their expectations. Responsibilities include developing and…
Added 16 mins ago
CC
Service Sales Representative - First Aid and Safety
Cintas Canada
AB · Edmonton, AB
- Full-time
Cintas is seeking a Service Sales Representative - First Aid and Safety to sell and service customers in a manner which exceeds their expectations. Responsibilities include developing and…
Added 16 mins ago
CC
Route Service Representative
Cintas Canada
Toronto, ON · Etobicoke, ON
- Full-time
Cintas is seeking a Route Service Representative to manage and grow customer accounts in the Rental Division. Our partners drive a truck along an established route and service and sell…
Added 16 mins ago
L
Financial Service Representative - LendDirect Office 1677
LendDirect
Toronto, ON · Scarborough, ON
- Full-time
“After starting as a Financial Service Representative in late 2021 it was within a year, I quickly rose to being a Shift Lead. I trained diligently with my Branch Manager and Assistant…
Added 32 mins ago
TC
Machine Sales Representative (MSR)
Toromont Cat
Windsor, ON
- Full-time
Toromont Cat is looking for a Machine Sales Representative to join our team in Windsor! Our Machine Sales Representative (MSR) will be responsible for the sales of heavy equipment by…
Added 32 mins ago
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Route Sales Representative - Full-Time
PepsiCo
Bedford, NS
- Full-time
- Contract
As a Route Sales Representative at Frito Lay Canada, there are two main accountabilities: (1) selling and developing the business and (2) servicing customers through delivery and…
Added 32 mins ago
SC
Employment Specialist - 6279G
Starling Community Services
Kitchener, ON
- Full-time
Professional development and tuition reimbursement opportunities.
Added 32 mins ago
S
Business Development Representative - SMT
Solink
Remote, Canada
- $68,500 to $85,000 CAD / year
- Full-time
- Remote
We are looking for a high-performance Mid-Market / Enterprise Business Development Representative who thrives in complex sales environments and knows how to break into larger,…
Added 32 mins ago
AF
Financial Service Representative - LendDirect Office 1677
Attain Finance
Toronto, ON · Scarborough, ON
- Full-time
“After starting as a Financial Service Representative in late 2021 it was within a year, I quickly rose to being a Shift Lead. I trained diligently with my Branch Manager and Assistant…
Added 32 mins ago
PM
Sales Development Representative
Premium Merchant Funding
Toronto, ON
- $60,000 to $100,000 USD / year
- Full-time
Position Overview: As a Business Development Representative at Premium Merchant Funding, you will play a crucial role in supporting small and medium-sized businesses. Your responsibilities…
Added 32 mins ago
GL
Financial Service Representative
goeasy Ltd.
Saint John, NB
- Full-time
A day in the life of a Financial Service Representative:
Added 47 mins ago
NC
Inside Sales Representative
Noble Corporation
Brantford, ON
- Full-time
Start a rewarding career at our Brantford Profit Centre as an Inside Sales Representative! We are in business to help our customers succeed!
Added 47 mins ago
BG
Outside Parts & Service Representative - Underground & Treecare
Brandt Group of Companies
Milton, ON
- Full-time
Brandt is currently seeking an Outside Parts & Service Representative for our Milton Construction & Forestry location.
Added 1 hour ago
T
PIA Client Service Associate (12M STA)
TD
Whitby, ON
- Full-time
…opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been…
Added 1 hour ago
D
P&C insurance agent, P&C insurance
Desjardins
Brossard, QC · Levis, QC · Montreal, QC · Quebec, QC · Sainte-Thérèse, QC · Trois-Rivières, QC
- Full-time
Hold the representative's certificate in Personal-lines Damage Insurance - Autorité des marchés financiers
Added 1 hour ago
C
Investment Advisor
CIBC
Calgary, AB
- Full-time
…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,…
Added 1 hour ago
M
Business Development Associate
Manulife
Montreal, QC
- Full-time
…wholesaling team alongside a District Vice President and a Business Development Manager. Your mission? Help drive sales growth and build strong advisor…
Added 1 hour ago
DB
Inside Sales Representative
Doman Building Materials Group Ltd
Saskatoon, SK
- Full-time
As the Inside Sales Representative (ISR) is one of three key customer facing positions, the ISR plays a primary role in creating the first impressions for excellent customer service. The…
Added 1 hour ago
Route Service Representative
Cintas
Toronto, ON · Etobicoke, ON
Cintas is seeking a Route Service Representative to manage and grow customer accounts in the Rental Division. Our partners drive a truck along an established route and service and sell…
Added 1 hour ago
EP
Operations & Administrative Associate
Elby Professional Recruitment
Kitchener, ON
- $50,000 to $59,000 CAD / year
- Full-time
B2B Sales Career Track: Graduate into a Business Development Representative (BDR) / Account Manager role, driving new client partnerships and revenue.
Added 1 hour ago
SA
Experienced Pre-Owned Sales Representative
Steele Auto Group
Halifax, NS
- Full-time
Steele Ford Lincoln is seeking an Experienced Pre-Owned Sales Representative to join our team!

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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