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CIBC Wood Gundy

Financial Associate

Toronto, ON, Canada

Full-time

Within 25 km of Vaughan · About 10.6 km from the city centre

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Job details

Job type: Full-time
Posted: Oct 15, 2026

Original job description

Company Description CIBC Private Wealth Wood Gundy combines the resources of a leading wealth advisory brand with a highly personalized, relationship-focused approach. The organization provides advisors with a strong platform supported by specialized expertise, innovative capabilities, and a collaborative culture centered on client needs. Clients benefit from trusted advice and tailored wealth solutions designed to support their long-term financial goals. Service excellence, integrity, and genuine care are at the core of the firm’s commitment to building enduring client relationships.

Role Description The Financial Associate role is a full-time, on-site position based in North York, ON. The individual in this role supports advisors by preparing and reviewing financial statements and reports, assisting with portfolio analysis, and maintaining accurate client records. Day-to-day responsibilities include gathering and interpreting financial data, coordinating documentation for client meetings, and contributing to the preparation of presentations and reports. The Financial Associate also helps respond to client inquiries, collaborates with team members to ensure timely service delivery, and adheres to internal policies and regulatory requirements.

Qualifications

Strong foundation in finance, including experience working with financial statements and financial reporting.
Well-developed analytical skills to interpret financial data and support investment and wealth management decisions.
Effective communication skills, with the ability to convey complex financial information clearly in writing and in conversation.
Attention to detail, organizational skills, and the ability to manage multiple priorities in a fast-paced advisory environment.
Proficiency with office productivity software and financial tools; experience with wealth management or banking systems is an asset.
Post-secondary education in finance, accounting, economics, business, or a related field; progress toward a professional designation (e.g., CFA, CFP, CPA) is an advantage.
Commitment to ethical standards, client confidentiality, and collaborative teamwork.
Prior experience in financial services, wealth management, or investment advisory support is preferred.

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Responsibilities

Prepare and review financial statements and reports, support portfolio analysis, maintain accurate client records, and gather and interpret financial data. Coordinate documentation and materials for client meetings, respond to client inquiries, collaborate with team members, and follow internal policies and regulatory requirements.

Requirements

Candidates should have a foundation in finance and experience with financial statements or reporting, along with analytical, communication, organizational, and detail-oriented skills. Post-secondary education in a related field is preferred; progress toward a CFA, CFP, or CPA designation and prior financial services or wealth management experience are assets.

Skills

Financial Statement Analysis
Financial Reporting
Financial Data Analysis
Portfolio Analysis
Investment Analysis
Wealth Management
Client Record Management
Client Communication
Report Preparation
Presentation Preparation
Attention To Detail
Organization
Time Management
Office Productivity Software
Financial Tools
Regulatory Compliance

Visa sponsorship

Not detected in the job text

Keywords

Financial Services
Private Wealth Management
Financial Statements
Financial Reporting
Portfolio Analysis
Investment Decisions
Financial Data
Client Records
Client Inquiries
Client Meetings
Wealth Solutions
Regulatory Requirements
Internal Policies
Client Confidentiality
CFA
CFP
CPA
Office Productivity Software
Financial Tools
Banking Systems
Financial Analysis

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