Base: not specified; bonus/equity: incentive pyy a...
Fully remote
Bilingual french and english
Client portfolio management support
Compliance standards maintenance
As an Investment Advisor Assistant at CIBC Wood Gundy, you will build and grow client portfolios through relationship management, trusted investment advice, and exceptional client service
Job Summary
As an Investment Advisor Assistant at CIBC Wood Gundy, you will build and grow client portfolios through relationship management, trusted investment advice, and exceptional client service.
CIBC offers a competitive salary, incentive pay, banking benefits, a defined benefit pension plan, employee share purchase plan, and wellbeing support among other personalized recognition programs.
CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong and provides an accessible candidate experience.
Matching Summary
As an Investment Advisor Assistant at CIBC Wood Gundy, you will build and grow client portfolios through relationship management, trusted investment advice, and exceptional client service.
Salary
Base: Not specified; Bonus/Equity: Incentive pay available; Benefits: Banking benefits, pension plan, employee share purchase plan, wellbeing support
Skills & Requirements
Must-have
Bilingual French and English
Client portfolio management support
Compliance standards maintenance
High-net-worth client engagement
Investment plan development
Team collaboration and productivity
Nice-to-have
Strong critical thinking skills
Detail-oriented and organized
Values trust, teamwork, accountability
Motivated and goal-driven
Customer experience focus
Key Requirements
Investment Representative (IR) accreditation with CIRO-ID
CIRO Derivatives license
Financial Services or Brokerage industry experience
Fluency in French and English
Registered Representative (RR) license is an asset