Support high-net-worth clients as a Client Associate with CIBC Wood Gundy in Montréal, using relationship management and investment advice. Work arrangement details are discussed during interviews.
As a Client Associate, you support Investment Advisors managing Wood Gundy client portfolios and developing new business. You engage clients directly, identify opportunities, and improve their experience. The position requires financial services or brokerage experience, quotation equipment knowledge, and French-English fluency.
Key Responsibilities:
- Manage relationships supporting Wood Gundy client portfolios
- Provide exceptional service to high-net-worth clients
- Anticipate client needs and communicate promptly with teams
- Support investment plans based on client profiles and goals
- Attend events and participate in outreach activities
Requirements:
- Current Investment Representative accreditation in positive standing with CIRO-ID
- Registered Representative licensing considered an asset
- Financial services or brokerage industry experience
- Working knowledge of various quotation equipment
- Fluency in French and English
Bring client service, business development, and investment portfolio skills to CIBC Wood Gundy clients in Montréal.