Use bilingual communication and client service skills to support investment professionals at CIBC Wood Gundy in Montréal, serving high net worth clientele. This regular position includes 37.5 weekly hours.
You will provide administrative assistance to Investment Advisors as they plan and manage client investments. The position combines client engagement, organizational efficiency, financial products, and business development. You will help maintain files, answer questions, and support client account servicing.
Key Responsibilities: Support Advisors with client investment planning activities
Maintain timely responses to client requests
Help direct assets into suitable financial products
Collaborate with teams to meet client needs
Attend local events and participate in outreach
Requirements: Fluency in both French and English
Experience with administrative support and client service
Understanding of investments and financial products
Robust multitasking and organizational skills
Ability to apply critical thinking in decisions
Apply bilingual client engagement, investment knowledge, and organizational skills while supporting Advisors and high net worth accounts in Montréal.