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

CIBC

Montreal, QC, CA
Competitive salary; incentive pyy; banking benefit...
Fully remote
Investment representative (ir) accreditation with ciro-id
Fluent in french and english
Financial services or brokerage industry experience
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 be fluent in both French and English to serve the bilingual community in Montreal effectively.
  • CIBC offers a competitive salary, incentive pay, banking benefits, and a defined benefit pension plan as part of their comprehensive 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

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

Nice-to-have

  • Registered Representative (RR) licensing
  • Knowledge of quotation equipment
  • Proven ability to build client trust

Key Requirements

  • Current Investment Representative (IR) accreditation with CIRO-ID
  • Bilingual proficiency in French and English
  • Experience in financial services or brokerage industry

Work Rights

Must be legally eligible to work in Canada

Tailored Resume

Cover Letter