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 relationships
- Collaborate on investment plans based on client goals
- Attend local events to promote CIBC brand awareness
- Identify opportunities for business development
- Enhance client interactions through proactive communication

Requirements:

- Bilingual in French and English
- Current Investment Representative accreditation with CIRO
- Experience in Financial Services or Brokerage settings
- Excellent analytical and relationship building skills
- Passion for delivering exceptional client service

Leverage your expertise in investment management and client relations at CIBC Wood Gundy.

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