Investment Associate Co-op Fall 2026 - Bilingual

CIBC•Montreal, QC

5d•Onsite

About The Position

As an Investment Associate Co-op, you will work closely with Investment Counsellors at CIBC Private Investment Counsel to help manage their portfolios and develop new business. You’ll directly engage with high net worth clients to offer support, uncover business opportunities and proactively improve the client experience. You will gain experience to advance your career into other roles within the brokerage environment and CIBC and keep up to date on current domestic and global investment market trends and new products. This position is a great opportunity to learn the investment business in professional and be part of a dynamic work environment in one of Canada’s leading brokerages. At CIBC we enable the work environment most optimal for you to thrive in your role. To successfully perform the work, you’ll be on-site full-time.

Requirements

Currently enrolled in post-secondary education and returning to full-time studies.
Fluent in French and English.
Knowledge of daily market activities sufficient to provide/explain information to clients.
General knowledge of the financial industry.
Attention to detail and critical thinking skills.
Client-first approach and ability to engage with purpose to find the right solutions.
Willingness to go the extra mile.
Understanding that success is in the details.
Values matter; bring your real self to work and live CIBC values – trust, teamwork and accountability.

Nice To Haves

You do not need to be in a registered Co-op program to be considered for a role.

Responsibilities

Follow up on client and IC requests to ensure proper settlement and delivery.
Investigate and resolve inquiries and complaints related to accounts and refer to the IC where appropriate.
Develop strong and effective working relationships with clients and third-parties, such as Accountants working with clients.
Request information and documentation from clients to open accounts.
Review incoming mail and telephone calls.
Plan and organize activities and required resources to ensure smooth running of office.
Manage day-to-day activities of the IC in a manner that maximizes availability and effectiveness.
Prepare and distribute documentation and information to clients including marketing materials, servicing packages, and proposals.
Keep appointment books/agendas for IC.
Order periodicals, journals and other literature for IC.
Maintain client files in adherence with audit guidelines and processes.
Support IC through the Investment Policy cycle from creation to trading implementation.
Advise IC of client maturities.
Help identify clients whose needs would be best met by a CIBC partner.
Maintain and update client contact database.
Prepare and complete account closures in a timely manner.
Process transactions for clients include wire transactions, cheque deposits/issuances, cash transfers.
Implement Investment Policy Statements as per IC’s instructions.
Review client portfolios monthly to ensure records are in good order.