Investment representative accreditation with ciro-id
Fluent in french and english
High-net-worth client engagement experience
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CIBC Capital Markets is seeking a bilingual Client Associate to join their Wood Gundy team in Ste Foy, QC. The role focuses on building client relationships, supporting investment advisors, and enhancing the client experience through proactive engagement and business development.
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Job Summary
The role focuses on building and growing Wood Gundy 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 as part of their comprehensive compensation package.
Matching Summary
Match Score: 75
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CIBC Capital Markets is seeking a bilingual Client Associate to join their Wood Gundy team in Ste Foy, QC. The role focuses on building client relationships, supporting investment advisors, and enhancing the client experience through proactive engagement and business development.
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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
High-net-worth client engagement experience
Financial products and brokerage knowledge
Business development and marketing activities
Nice-to-have
Registered Representative licensing asset
Experience with quotation equipment
Strong critical thinking and attention to detail
Community networking and brand awareness skills
Passion for client-first service culture
Key Requirements
Current Investment Representative (IR) accreditation with CIRO-ID
Fluency in French and English required
Financial services or brokerage industry experience required