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

CIBC Capital Markets

Montréal, QC, Canada
Fully remote
Investment representative (ir) accreditation
Financial services industry experience
Brokerage industry experience
As a Client Associate, you will work closely with Investment Advisors at CIBC Wood Gundy to help manage their portfolios and develop new business

Job Summary

  • As a Client Associate, you will work closely with Investment Advisors at CIBC Wood Gundy to help manage their portfolios and develop new business.
  • You will directly engage with high-net-worth clients to offer support, uncover business opportunities, and proactively improve the client experience.
  • At CIBC, your goals are a priority, and we aspire to give you a career rather than just a paycheck.

Matching Summary

As a Client Associate, you will work closely with Investment Advisors at CIBC Wood Gundy to help manage their portfolios and develop new business.

Skills & Requirements

Must-have

  • Investment Representative (IR) accreditation
  • Financial Services industry experience
  • Brokerage industry experience
  • Fluent in French and English
  • Client Relationship Building
  • Client Service

Nice-to-have

  • Proactive client engagement
  • Business development support
  • Understanding different perspectives
  • Critical thinking skills
  • Attending local events

Key Requirements

  • Current accreditation as Investment Representative (IR) with CIRO-ID
  • Legally eligible to work in Canada
  • Registered Representative (RR) licensing is an asset

Work Rights

Legally eligible to work

Tailored Resume

Cover Letter