Investment Advisor Assistant, Wood Gundy-bilingual

CIBC

Montréal, QC, Canada
Competitive salary; incentive pyy available; benef...
Fully remote
Ciro investment representative accreditation
Ciro derivatives license required
Fluent in french and english
This role involves working closely with Investment Advisors to manage portfolios and develop new business for high-net-worth clients

Job Summary

  • This role involves working closely with Investment Advisors to manage portfolios and develop new business for high-net-worth clients.
  • Candidates must hold current CIRO Investment Representative and Derivatives licenses while maintaining strict compliance standards.
  • The position offers a competitive salary, incentive pay, banking benefits, and a defined benefit pension plan within an inclusive culture.

Matching Summary

This role involves working closely with Investment Advisors to manage portfolios and develop new business for high-net-worth clients.

Salary

Competitive salary; Incentive pay available; Benefits include pension and share purchase plan

Skills & Requirements

Must-have

  • CIRO Investment Representative accreditation
  • CIRO Derivatives license required
  • Fluent in French and English
  • Brokerage industry experience
  • Client file maintenance and compliance

Nice-to-have

  • Registered Representative licensing asset
  • Experience with quotation equipment
  • Proactive business development mindset
  • Strong critical thinking skills
  • Commitment to client-first values

Key Requirements

  • Current CIRO Investment Representative (IR) accreditation
  • CIRO Derivatives Exam certification
  • Fluency in both French and English
  • Financial services or brokerage industry experience

Work Rights

Must be legally eligible to work in Canada

Tailored Resume

Cover Letter