Bilingual Client Associate At Cibc (Boucherville)

Bilingual Client Associate At Cibc (Boucherville)

06 Aug
|
CIBC Wood Gundy
|
Boucherville

06 Aug

CIBC Wood Gundy

Boucherville

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 awarenessRequirements:- 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 teamworkContribute to CIBC’s mission by promoting strong investment strategies in both languages.#J-18808-Ljbffr

📌 Bilingual Client Associate At Cibc (Boucherville)
🏢 CIBC Wood Gundy
📍 Boucherville

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