Client Associate, Investment Advisor, Wood Gundy-Bilingual

CIBC • Quebec, QC

13d • Hybrid

About The Position

As a member of CIBC Wood Gundy, you will be responsible for building and growing Wood Gundy client portfolios through dedicated relationship management, trusted investment advice and exceptional client service. As a Client Associate, you will work closely with Investment Advisors at CIBC Wood Gundy to help manage their portfolios and develop new business. You will directly engage with high-net-worth clients to offer support, uncover business opportunities, and proactively improve the client experience. At CIBC we enable the work environment most optimal for you to thrive in your role. Details on your work arrangement (proportion of on-site and remote work) will be discussed at the time of your interview.

Requirements

• Current accreditation and in good standing as an Investment Representative (IR) with Canadian Investment Regulatory Organization - Investment Dealer (CIRO-ID).
• Financial Services and/or Brokerage industry experience.
• Working knowledge of various quotation equipment is required.
• You bring your real self to work, and you live our values - trust, teamwork, and accountability.
• Fluent in French and English to serve our clients in the community.

Nice To Haves

• Registered Representative (RR) licensing is an asset.

Responsibilities

• Building and growing Wood Gundy client portfolios through dedicated relationship management, trusted investment advice and exceptional client service.
• Working closely with Investment Advisors at CIBC Wood Gundy to help manage their portfolios and develop new business.
• Directly engaging with high-net-worth clients to offer support, uncover business opportunities, and proactively improve the client experience.
• Focus on each client's experience and connect on a personal level to make every interaction meaningful.
• Anticipating client needs and communicating promptly with your team to build trust and deepen client relationships.
• Identifying activities, processes, and opportunities to improve the client experience.
• Proactively identifying business opportunities for your team.
• Assisting in the building of investment plans based on the client’s profile, goals, and risk/reward tolerance.
• Heightening CIBC brand awareness in your community by attending local events and participating in marketing and outreach activities.
• Growing your network to create lasting connections that will generate future opportunities.

Benefits

• Competitive salary
• Incentive pay
• Banking benefits
• Benefits program
• Defined benefit pension plan
• Employee share purchase plan
• Vacation offering
• Wellbeing support
• MomentMakers, our social, points-based recognition program.
• Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed