Join CIBC as an Investment Associate Co-op in Montreal to engage with high net worth clients and enhance your investment knowledge. Help manage portfolios and improve client experiences while gaining essential skills. In this role, you will work closely with Investment Counsellors at CIBC Private Investment Counsel.

You will support their efforts to manage client portfolios, identify new business opportunities, and develop solid relationships with clients. This position offers a chance to advance your career within the brokerage setting at one of Canada’s leading firms. Key Responsibilities:
Support Investment Counsellors in managing client portfolios
Engage with high net worth clients for inquiries and support
Develop effective relationships with clients and third parties
Maintain client databases and assist with account openings
Process transactions and ensure proper documentation Requirements:
Currently enrolled in post-secondary education
Fluent in French and English for client service
Strong critical thinking and attention to detail
Knowledge of daily market activities
Experience with client service practices Enhance your skilled skills in a rewarding investment environment at CIBC in Montreal.

📌 Investment Associate Co Op In Montreal
🏢 CIBC US
📍 Montreal