Investment Associate-bilingual

CIBC Capital Markets

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 serve clients effectively in the community.
  • CIBC offers a competitive salary, incentive pay, banking benefits, a defined benefit pension plan, and an employee share purchase 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 include pension and share purchase plan

Skills & Requirements

Must-have

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

Nice-to-have

  • General knowledge of financial industry
  • Critical thinking and decision making
  • Strong relationship building skills
  • Ability to work independently
  • Commitment to company values

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 have valid work or study permit if applicable

Tailored Resume

Cover Letter