About the role#
As an Investment Associate Co-op, you will work with Investment Counsellors at CIBC Private Investment Counsel. You will help manage portfolios, support high net worth clients, and uncover business opportunities. This role is a 4-month term starting in January 2027. You will gain experience in the brokerage environment while learning about current investment market trends.
What you'll do#
- Follow up on client and Investment Counsellor requests and resolve account inquiries or complaints.
- Build relationships with clients and third-parties like accountants.
- Manage administrative tasks including opening accounts, organizing office activities, and maintaining client files according to audit guidelines.
- Prepare and distribute marketing materials, proposals, and servicing packages.
- Support the Investment Policy cycle, including implementing Investment Policy Statements and reviewing client portfolios monthly.
- Process financial transactions such as wire transfers, cheque deposits, and cash transfers.
- Update client contact databases and handle account closures.
- Advise Investment Counsellors on client maturities and identify opportunities for CIBC partner referrals.
What you'll need#
- Current enrollment in a post-secondary program with plans to return to full-time studies.
- Fluency in both French and English.
- A general understanding of the financial industry and daily market activities.
- Strong attention to detail and critical thinking skills.
Location & details#
- Location: Montréal, Quebec.
- Work Modality: Hybrid (specifics to be discussed during the interview).
- Duration: January 2027 to April 2027.
- Employment: Full-time, paid position.
About CIBC
CIBC is a public banking institution based in Toronto, Ontario. It provides services across retail banking, business banking, wealth management, and wholesale banking. The company employs over 48,000 people. It operates with a focus on delivering financial products to clients.
How to get in at CIBC
Securing an internship at CIBC requires speed because early applicants are often reviewed before the volume of candidates becomes unmanageable. Intern Insider sends an instant alert the moment a role matching your target is published, which helps you apply among the first. This gives your application a better chance of being seen by the team. You can also improve your response rates by reaching out to the recruiters behind these roles directly to ask about the position or a referral. Intern Insider surfaces these contacts for you, allowing you to bypass the standard queue and connect with the people making the hiring decisions.
