Elevate your career with CIBC as an Investment Support Administrative Associate in Montreal, leveraging your customer experience and business development skills. Enjoy a adaptable 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 managementAssist with compliance and investment-related documentationReview legal agreements for cash management productsIdentify and act on business development opportunitiesKeep client communication and requests organized and timelyRequirements:Certification as Investment Representative (IR) and CIRO licenseFluency in both French and English for effective communicationExperience in the financial services sectorStrong analytical and organizational skillsProven ability in developing proposals and business documentationUtilize your specialized skills to enhance client experiences at CIBC in Montreal.

📌 Montreal Investment Support Admin Associate
🏢 CIBC
📍 Montreal