Financial Associate

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.