Offices across Canada

CIBC - Business Development/Prospecting Specialist - Wood Gundy - Bilingual

Montréal, Quebec
Early Career, Full Time

What you’ll be doing

CIBC’s Wood Gundy team is the full-service brokerage division of CIBC serving our high net worth clientele. We are looking for energetic, sales savvy and client service oriented individuals to join our team. As a Business Development specialist, you will work closely with a successful team of Investment Advisor in our Wood Gundy brokerage within a defined territory to increase market share for CIBC Wood Gundy with existing clients while incrementally developing new business relationships by prospecting.

You’ll play a key part in growing  and servicing high net worth client, with a focus on entrepreneurs and incorporated individuals. Your primary sales activity will be over the telephone and, when required, meet the client face to face as determined by events and activities within the region. You’ll provide ongoing support to a team that goes above and beyond for their clients. This position is a great opportunity to learn the investment business in a professional, dynamic work environment with one of Canada's leading Brokerage as well as expend your own professional network.

Note that this role does not require to manage a portfolio of clients, nor offer financial advise. This role is focused on prospecting new clients for the CIBC Wood Gundy team.

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.


How You’ll Succeed

  • Business Development: Prospect for new business for the Investment Advisors in your territory over the telephone through contacts and regular follow-ups. Deeply understand your local market and potential client base to create a sales plan that will convert leads into new CIBC clients.

  • Relationship Building: Strengthen existing business relationships to consistently meet sales targets. Use your strong relationship building and networking skills to build connections, generate opportunities, and deliver bottom line results.

  • Client Engagement: Focus on each client experience and connect on a personal level to make every interaction meaningful. Deliver trusted advice and provide support to enhance existing relationships. Cultivate your network to establish new client relationships.  


Who You Are

  • Driven to succeed. Motivated by accomplishing your goals and delivering your best to make an impact.  Ability to handle repeated rejections and remain consistent

  • Self-starter with an ability to multi-task and manage competing demands in a dynamic environment. We are looking for highly motivated, accomplished and success-oriented individuals who have a keen interest in pursuing a career in the financial services industry.  

  • You can demonstrate experience in. You have a proven track record of success in previous sales roles. Experience in telephone sales within the mutual fund/wealth management industry (an asset).  You are knowledgeable and have an interest of current trends in the broker/dealer industry.

  • You're passionate about people. You find meaning in relationships, and surround yourself with a diverse network of partners. You build trust through respect and authenticity.

  • You have a degree in. You have a degree in a related field.

  • Excellent interpersonal skills, a proven ability to contribute to high-performance teams and a demonstrated commitment to acting with integrity.  

  • 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

  • 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.

How to Apply