Support high-net-worth clients at CIBC Wood Gundy in Québec City using bilingual service, relationship management, and investment portfolio support.

As a Client Associate, you will work with Investment Advisors to manage portfolios and develop recent business. You will engage clients, identify opportunities, and support investment plans based on profiles, goals, and risk tolerance. French and English fluency is required.

Key Responsibilities:

- Build and grow Wood Gundy client portfolios
- Provide dedicated relationship management and exceptional client service
- Support Investment Advisors with portfolio management
- Identify business opportunities and improve client experiences
- Participate in community events and marketing activities

Requirements:

- Current Investment Representative accreditation in good 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

Apply relationship management, bilingual communication, and investment portfolio knowledge as a Client Associate at CIBC Wood Gundy.

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