Investment Advisor Assistant, Wood Gundy-bilingual

CIBC Wood Gundy

Montréal, QC, Canada
Fully remote
Client relationship management
Investment advice support
Exceptional client service
As a member of CIBC Wood Gundy, you will be responsible for building and growing Wood Gundy client portfolios through dedicated relationship management, trusted investment advice and exceptional client service

Job Summary

  • As a member of CIBC Wood Gundy, you will be responsible for building and growing Wood Gundy client portfolios through dedicated relationship management, trusted investment advice and exceptional client service.
  • At CIBC, we embrace your strengths and your ambitions, so you are empowered at work.
  • We aspire to give you a career, rather than just a paycheck.

Matching Summary

As a member of CIBC Wood Gundy, you will be responsible for building and growing Wood Gundy client portfolios through dedicated relationship management, trusted investment advice and exceptional client service.

Skills & Requirements

Must-have

  • Client relationship management
  • Investment advice support
  • Exceptional client service
  • High-net-worth client engagement
  • Administrative duties
  • Compliance standards

Nice-to-have

  • Relationship-oriented bank
  • Embrace strengths and ambitions
  • Meaningful impact
  • Values matter
  • Engage with heart and mind

Key Requirements

  • Investment Representative (IR) with CIRO-ID
  • CIRO Derivatives license
  • Financial Services/Brokerage industry experience
  • Fluent in French and English

Work Rights

Not specified

Tailored Resume

Cover Letter