Client Associate, Investment Advisor, Wood Gundy-bilingual

CIBC

Ste Foy, Quebec, Canada
Competitive salary; incentive pyy available; banki...
Fully remote
Investment representative accreditation with ciro-id
Fluent in french and english
Financial services or brokerage experience
The role focuses on building and growing client portfolios through dedicated relationship management and trusted investment advice

Job Summary

  • The role focuses on building and growing client portfolios through dedicated relationship management and trusted investment advice.
  • Candidates must be fluent in both French and English to serve clients in the Ste Foy community effectively.
  • CIBC offers a competitive salary, incentive pay, banking benefits, and a defined benefit pension plan.

Matching Summary

The role focuses on building and growing client portfolios through dedicated relationship management and trusted investment advice.

Salary

Competitive salary; Incentive pay available; Banking benefits and pension plan included

Skills & Requirements

Must-have

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

Nice-to-have

  • Registered Representative licensing
  • Knowledge of quotation equipment
  • Community event participation

Key Requirements

  • Current Investment Representative (IR) accreditation with CIRO-ID
  • Fluency 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