Support high-net-worth clients at CIBC Wood Gundy in Montréal through bilingual service, administrative expertise, and investment account support. Work arrangement details are discussed during interviews.
As a Client Associate, you will support an Investment Advisor and team within Wood Gundy’s brokerage department. You will maintain client files, assist with investment plans and proposals, and redirect assets to suitable financial products based on advisor-determined profiles. French and English fluency is required.
Key Responsibilities: Maintain compliance standards across client files and interactions
Support Investment Advisor administrative processes and team activities
Assist with investment plans and written client proposals
Answer client questions and follow through on requests
Verify signatures and resolve documentation gaps
Requirements: Current Registered Representative accreditation in good standing
Financial services or brokerage industry experience
Working knowledge of various quotation equipment
Fluency in French and English
Solid critical thinking and organizational skills
Bring bilingual client service, compliance knowledge, and investment support skills to CIBC Wood Gundy’s Montréal brokerage team.