Enhance client relationships as a bilingual Client Associate at CIBC Wood Gundy in Montreal. Support investment advisors and build client portfolios through personalized service and business development. CIBC Wood Gundy is looking for a dedicated Client Associate who thrives in a relationship-oriented environment.
You will engage with high-net-worth clients, manage investments, and contribute to business growth at CIBC. Success in this role requires analytical thinking, exceptional client service, and a client-first approach. Key Responsibilities:
- Build and manage Wood Gundy client portfolios
- Identify business opportunities to enhance client services
- Collaborate with Investment Advisors on investment strategies
- Participate in community outreach and marketing activities
- Improve client experience through proactive engagement Requirements:
- Bilingual in French and English
- Certified as an Investment Representative with CIRO
- Experience in Financial Services or Brokerage industry
- Solid analytical and critical thinking skills
- Dedication to relationship building and client service Become a key team member, utilizing your skills in client engagement and investment management to support CIBC's clients.
📌 Bilingual Client Associate at CIBC Wood Gundy (Montreal)
🏢 CIBC
📍 Montreal