Join CIBC Wood Gundy in Montreal as a Bilingual Client Associate. Focus on client engagement and investment advising to enhance high-net-worth portfolios.In this role, you will engage deeply with clients, supporting Investment Advisors in managing their portfolios. You will actively identify business opportunities while improving overall client experiences. This job requires a blend of financial service knowledge, robust relationship management skills, and fluency in both French and English.Key Responsibilities:Manage and develop Wood Gundy client relationshipsCollaborate on investment plans based on client goalsAttend local events to promote CIBC brand awarenessIdentify opportunities for business developmentEnhance client interactions through proactive communicationRequirements:Bilingual in French and EnglishCurrent Investment Representative accreditation with CIROExperience in Financial Services or Brokerage settingsExcellent analytical and relationship building skillsPassion for delivering exceptional client serviceLeverage your expertise in investment management and client relations at CIBC Wood Gundy.

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