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Added 26 mins 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 41 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 57 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 57 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 57 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 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
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
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!
Added 2 hours ago
CH
Business Systems Analyst
Charton Hobbs Group
Montreal, QC
- Full-time
…commercial operations reliable and their data trusted. You will lead Tier 2 and Tier 3 support and analysis for Microsoft Dynamics 365 Business Central (ERP), our Dynamics 365 CRM (XRM),…
Added 3 hours ago
A
Market Response Representative
AdmissionPrep
Canada
- Part-time
…journey. We combine admissions expertise, goal-setting, and skill development to give students a competitive edge and discover the pathway to their dream…
Added 3 hours ago
A
Market Response Representative
AdmissionPrep
Vancouver, BC
- Part-time
…journey. We combine admissions expertise, goal-setting, and skill development to give students a competitive edge and discover the pathway to their dream…
Added 4 hours ago
H
Sales Representative
Haystack
Canada
- Full-time
This employer is hiring a Sales Representative to drive growth and bring new partners into a modern, security-first business continuity platform community. The role involves managing the…
Added 4 hours ago
C
Store Manager, Gardenland Parts & Supply
Co-op
Morden, MB
- Full-time
Lead department operations to achieve strategic goals, sales targets, profitability, and financial viability.
Added 6 hours ago
NB
Investment Development Specialist
National Bank of Canada
Markham, ON
- Full-time
Lead various client conferences on investment and retirement planning issues.
Added 7 hours ago
Sales Development Representative (SDR) - Pharma (all genders)
Schlafender Hase GmbH
L'Île-Perrot, QC
You open the door to new business. As our Sales Development Representative, you identify and engage pharmaceutical companies in North America, qualify their needs and build a strong…
Added 7 hours ago
WC
Business Development Representative (2026-397-CP)
WoodGreen Community Services
Toronto, ON
- Contract
The Business Development Representative (BDR) is a critical frontline member of WoodGreen’s Corporate Engagement and Workforce Solutions Team. We are seeking candidates with experience in…
Added 7 hours ago
Field Sales Representative III, Public Sector, Defense, Google Cloud
Google
Ottawa, ON
As a Field Sales Representative (FSR) for Public Sector, you will serve as a strategic partner to Public Sector accounts related to different public entities. You will manage account growth…
Added 12 hours ago
A
Spare Parts Specialist
ABB
Mississauga, ON
- Full-time
The Spare Parts Specialist supports service sales on spare parts enquiries and coordinates the entire customer supply process, implementation, and execution, to achieve high-level service…
Added 12 hours ago
D
Senior Advisor, Business development and sales support
Desjardins
Laval, QC · Montreal, QC · Saint-Jérôme, QC
- Full-time
As a senior sales and business development support advisor, you help serve and maintain business relationships with members and clients. You help sell products and services through multiple…
Added 13 hours ago
V
Commission Sales Representative (Simcoe County)
VettaTech
Barrie, ON
- Contract
…mid-sized businesses, and we’re looking for an independent sales representative to grow our client base across Simcoe…
Added 14 hours ago
MS
Business Development Representative - Lumber
McGill St Laurent
Montreal, QC
- Full-time
As a Business Development Representative, you are the engine of our growth. Your mission is to open doors: identify and approach new suppliers and buyers, qualify opportunities, and turn…
Added 15 hours ago
CW
Business Development Representative (BDR)
Canadian Wood Products
Montreal, QC
- Full-time
As a Business Development Representative, you are the engine of our growth. Your mission is to open doors: identify and approach new suppliers and buyers, qualify opportunities, and turn…
Added 15 hours ago
A
Client Service Representative - Strathmore (12 Month Term)
ATB
Strathmore, AB
- Full-time
Ready for tomorrow: We want to enable your success through interesting and challenging work, performance enablement, and learning and development.

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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