Investment Associate Co-op – Bilingual - Winter 2027
CIBC · Montreal, Canada · 1d ago
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 an Investment Associate Co-op, you will work closely with Investment Counsellors at CIBC Private Investment Counsel to help manage their portfolios and develop new business. You’ll directly engage with high net worth clients to offer support, uncover business opportunities and proactively improve the client experience. You will gain experience to advance your career into other roles within the brokerage environment and CIBC and keep up to date on current domestic and global investment market trends and new products. This position is a great opportunity to learn the investment business in professional and be part of a dynamic work environment in one of Canada’s leading brokerages.
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.
Important information
- We may ask you to complete an attribute-based assessment and other skills tests (such as simulation, coding, French proficiency, MS Office). 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.
- You must be currently enrolled in post-secondary education and returning to full-time studies to be eligible. However, you do not need to be in a registered Co-op program to be considered for a role.
- Recruitment timeline: Applications review – October/November; Interviews – October/November; Offers – November
- Please include your resume (no more than 2 pages), a cover letter (no more than 1 page), and your most recent unofficial transcript with your application. These should all be uploaded into the Resume section of the application as one document.
- Work Location: Montreal, QC. Further clarity on the work location will be provided at the time of your interview. Please note all employees must work within their current jurisdiction and must reside within Canada.
- Duration of term: 4 months (January 2027 – April 2027)
How You’ll Succeed
- Client Service – Follow up on client and IC requests to ensure proper settlement and delivery. Investigate and resolve inquiries and complaints related to accounts and refer to the IC where appropriate. Develop strong and effective working relationships with clients and third-parties, such as Accountants working with clients.
- Administrative Support – Request information and documentation from clients to open accounts. Review incoming mail and telephone calls. Plan and organize activities and required resources to ensure smooth running of office. Manage day-to-day activities of the IC in a manner that maximizes availability and effectiveness. Prepare and distribute documentation and information to clients including marketing materials, servicing packages, and proposals. Keep appointment books/agendas for IC. Order periodicals, journals and other literature for IC. Maintain client files in adherence with audit guidelines and processes.
- Operational Support – Support IC through the Investment Policy cycle from creation to trading implementation. Advise IC of client maturities. Help identify clients whose needs would be best met by a CIBC partner. Maintain and update client contact database. Prepare and complete account closures in a timely manner. Process transactions for clients include wire transactions, cheque deposits/issuances, cash transfers. Implement Investment Policy Statements as per IC’s instructions. Review client portfolios monthly to ensure records are in good order.
Who You Are
- You know that details matter. You notice things that others don't. Your critical thinking skills help to inform your decision making.
- You put our clients first. You engage with purpose to find the right solutions. You go the extra mile, because it's the right thing to do.
- You can demonstrate knowledge of daily market activities sufficient to provide/explain information to clients. You have a general knowledge of the financial industry.
- 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.
- Values matter to you. You bring your real self to work and you live our values – trust, teamwork and accountability.
- 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 work to recognize you in meaningful, personalized ways including a competitive compensation, a banking benefit*, wellbeing support and additional offers such as employee and family assistance programs 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.
*Subject to 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.
Expected End Date
2027-04-23Job Location
Mont-1155 Rene Levesque O-1125Employment Type
Temporary (Fixed Term)Weekly Hours
37.5Skills
Client Service, Critical Thinking, Office Administration, Operations Support