Investment Associate-bilingual

CIBC

Montreal, Quebec, Canada
Competitive salary; incentive pyy available; benef...
Fully remote
Fluent in french and english
Client database management
Investment policy implementation
The role involves providing administrative support to Investment Counselors to manage high-value portfolios and maximize productivity

Job Summary

  • The role involves providing administrative support to Investment Counselors to manage high-value portfolios and maximize productivity.
  • Candidates must be fluent in both French and English to effectively serve clients in the community.
  • CIBC offers a competitive salary, incentive pay, banking benefits, and a defined benefit pension plan.

Matching Summary

The role involves providing administrative support to Investment Counselors to manage high-value portfolios and maximize productivity.

Salary

Competitive salary; Incentive pay available; Benefits program and pension plan included

Skills & Requirements

Must-have

  • Fluent in French and English
  • Client database management
  • Investment policy implementation
  • Transaction processing
  • High net worth client service

Nice-to-have

  • Critical thinking skills
  • Knowledge of daily market activities
  • General financial industry knowledge
  • Strong interpersonal relationships
  • Ability to go the extra mile

Key Requirements

  • Fluency in French and English required
  • Degree or diploma is an asset but not required
  • Legal eligibility to work in Canada required

Work Rights

Must be legally eligible to work in Canada

Tailored Resume

Cover Letter