Investment Advisor Assistant, Wood Gundy-bilingual

CIBC Capital Markets

Montreal, QC, Canada
Competitive salary; incentive pyy; banking benefit...
Fully remote
Ciro investment representative accreditation
Ciro derivatives license required
Fluent in french and english
The role involves building and growing Wood Gundy client portfolios through dedicated relationship management and trusted investment advice

Job Summary

  • The role involves building and growing Wood Gundy client portfolios through dedicated relationship management and trusted investment advice.
  • Candidates must hold current CIRO Investment Representative accreditation and a CIRO Derivatives license to be eligible.
  • CIBC offers a competitive salary, incentive pay, banking benefits, and a defined benefit pension plan as part of the compensation package.

Matching Summary

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

Salary

Competitive salary; Incentive pay; Banking benefits, pension plan, employee share purchase plan

Skills & Requirements

Must-have

  • CIRO Investment Representative accreditation
  • CIRO Derivatives license required
  • Fluent in French and English
  • Experience with financial quotation equipment
  • Brokerage industry experience

Nice-to-have

  • Registered Representative licensing asset
  • Strong critical thinking skills
  • Client-centric mindset
  • Proactive business development approach
  • Team collaboration focus

Key Requirements

  • CIRO Investment Representative (IR) accreditation
  • CIRO Derivatives Exam completion
  • French and English fluency
  • Brokerage industry experience
  • Knowledge of quotation equipment

Work Rights

Must be legally eligible to work in Canada

Tailored Resume

Cover Letter