Support high-net-worth clients at CIBC Wood Gundy in Montréal through bilingual service, administrative expertise, and investment account support. Work arrangement details are discussed during interviews.
As a Client Associate, you will support an Investment Advisor and team within Wood Gundy's brokerage department. You will maintain client files, assist with investment plans and proposals, and redirect assets to suitable financial products based on advisor-determined profiles. French and English fluency is required.
Key Responsibilities:
- Maintain compliance standards across client files and interactions
- Support Investment Advisor administrative processes and team activities
- Assist with investment plans and written client proposals
- Answer client questions and follow through on requests
- Verify signatures and resolve documentation gaps
Requirements:
- Current Registered Representative accreditation in good standing
- Financial services or brokerage industry experience
- Working knowledge of various quotation equipment
- Fluency in French and English
- Strong critical thinking and organizational skills
Bring bilingual client service, compliance knowledge, and investment support skills to CIBC Wood Gundy's Montréal brokerage team.
Bilingual Wood Gundy Client Associate in Montréal employer: CIBC
CIBC is an exceptional employer that fosters a dynamic and collaborative work culture in the heart of Toronto. As an Equity Research Associate intern, you will gain invaluable insights and hands-on experience in global markets while working alongside industry experts, all within a supportive environment that prioritizes employee growth and development. With competitive compensation and a commitment to nurturing talent, CIBC stands out as a rewarding place for aspiring finance professionals.
