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 prospects 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 (Canada)
🏢 CIBC
📍 Canada