Elevate your career with CIBC as an Investment Support Administrative Associate in Montreal, leveraging your customer experience and business development skills. Enjoy a versatile work balance with remote and in-office options. As a member of CIBC Wood Gundy, your focus will be on building client portfolios while providing exceptional administrative support to Investment Advisors.

This role is essential in ensuring compliance, enhancing client interactions, and developing effective investment strategies. You'll engage directly with high net worth clients to provide reliable advice and solutions. Key Responsibilities:

- Support Advisors with client portfolio management
- Assist with compliance and investment-related documentation




- Review legal agreements for cash management products
- Identify and act on business development opportunities
- Keep client communication and requests organized and timely Requirements:
- Certification as Investment Representative (IR) and CIRO license
- Fluency in both French and English for effective communication
- Experience in the financial services sector
- Strong analytical and organizational skills
- Proven ability in developing proposals and business documentation Utilize your specialized skills to enhance client experiences at CIBC in Montreal.

📌 Montreal Investment Support Admin Associate
🏢 CIBC
📍 Montreal