Elevate your finance career as a Bilingual Client Associate at CIBC in Ottawa. Engage with high-net-worth clients while providing trusted investment advice and exceptional support.

At CIBC Wood Gundy, you’ll play a crucial role in portfolio management, focusing on building client relationships and enhancing the customer experience. You will collaborate directly with Investment Advisors, proactively identifying business opportunities and the right solutions for clients. This full time position requires you to thrive on-site, ensuring a personalized approach to financial services.

Key Responsibilities:
• Build and grow client portfolios effectively
• Provide trusted investment advice to high-net-worth clients




• Support business development activities with Investment Advisors
• Enhance client experience through proactive engagement
• Attend local events to raise brand awareness

Requirements:
• Fully bilingual in French and English
• Current accreditation as an Investment Representative
• Experience in Financial Services or Brokerage industry
• Strong analytical and critical thinking skills
• Driven to exceed client expectations and deliver solutions

Bring your expertise in investment management and dedication to client success to CIBC in Ottawa.
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📌 Bilingual Client Associate at CIBC (Quebec City)
🏢 CIBC
📍 Quebec City