Cibc - Assistant, Investment Advisor - Wood Gundy - Montreal -bilingual

CIBC Capital Markets

Montreal, QC, CA
Competitive salary; incentive pyy included; bankin...
Fully remote
Investment representative accreditation with ciro-id
Fluent in french and english
High-net-worth client engagement experience
The role focuses on building and growing Wood Gundy client portfolios through dedicated relationship management and trusted investment advice

Job Summary

  • The role focuses on building and growing Wood Gundy client portfolios through dedicated relationship management and trusted investment advice.
  • Candidates must be fluent in both French and English to effectively serve the bilingual community in Montreal.
  • CIBC offers a competitive salary, incentive pay, banking benefits, and a defined benefit pension plan as part of their comprehensive rewards package.

Matching Summary

The role focuses on building and growing Wood Gundy client portfolios through dedicated relationship management and trusted investment advice.

Salary

Competitive salary; Incentive pay included; Banking benefits and pension plan provided

Skills & Requirements

Must-have

  • Investment Representative accreditation with CIRO-ID
  • Fluent in French and English
  • High-net-worth client engagement experience

Nice-to-have

  • Registered Representative licensing
  • Experience with quotation equipment
  • Community marketing and outreach activities

Key Requirements

  • Current Investment Representative (IR) accreditation with CIRO-ID
  • Fluency in French and English
  • Financial services or brokerage industry experience

Work Rights

Must be legally eligible to work in Canada

Tailored Resume

Cover Letter