Support high-net-worth clients at CIBC Wood Gundy in Laval through relationship management, investment planning, and exceptional client service.
As a Client Associate, you will work closely with Investment Advisors to manage portfolios and develop current business. You will engage clients directly, uncover opportunities, and improve their experience. Your work will support investment plans aligned with client profiles, goals, and risk/reward tolerance.
Key Responsibilities: Build and grow Wood Gundy client portfolios
Support Investment Advisors with portfolio management
Engage high-net-worth clients and anticipate their needs
Identify business development opportunities for your team
Improve client experiences through proactive relationship management
Requirements: Current Investment Representative accreditation in good standing with CIRO-ID
Registered Representative licensing considered an asset
Financial services or brokerage industry experience required
Working knowledge of various quotation equipment required
Fluency in French and English required
Use client service, investment planning, and business development skills to support CIBC Wood Gundy clients and Investment Advisors.

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📌 CIBC Wood Gundy Client Associate (Quebec City)
🏢 CIBC
📍 Quebec City