Drive exceptional client service as a Bilingual Client Associate with CIBC. Utilize your bilingual skills to manage client portfolios and support Investment Advisors in a dynamic banking environment.
This full-time role requires you to build and manage client portfolios for Wood Gundy, ensuring each interaction is meaningful through dedicated relationship management. You will directly engage with high-net-worth clients and work to uncover business opportunities while enhancing client satisfaction.
Key Responsibilities:
• Manage portfolios and build client relationships
• Collaborate with Investment Advisors for business development
• Actively support high-net-worth clients with tailored advice
• Identify and implement improvements in client experience
• Attend local events to enhance CIBC brand awareness
Requirements:
• Fluency in both French and English
• Current accreditation as an Investment Representative
• Knowledge of financial services and brokerage
• A dedicated client-first approach and attention to detail
• Solid problem-solving abilities and teamwork
Contribute to CIBC’s mission by promoting strong investment strategies in both languages.
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📌 Client Associate Bilingual Position CIBC (Ottawa)
🏢 Canadian Imperial Bank of Commerce
📍 Ottawa