Client Associate, Wood Gundy-Bilingual# CIBC Careers — Current Opportunities## Client Associate, Wood Gundy-BilingualApply: Montréal, QC: Full time: Posted Today: End Date: November 6, 2026 (6 days left to apply): 2622503We’re building a relationship-oriented bank for the contemporary world. comWhat you'll be doing As a Client Associate, you will provide administrative and ongoing support to a team that exceeds expectations for its clients. As a Client Associate in Wood Gundy's brokerage department, you will work closely with your Advisor, who plans and manages clients' investments, and your team. In this fast-paced environment, you will play a key role in supporting and servicing high-net-worth client accounts. *Details on your work arrangement (proportion of on-site and remote work) will be discussed at the time of your interview.*How you’ll succeed
* Administrative Support - Maintain compliance standards when dealing with clients or handling client files. Perform administrative duties and participate in administrative processes related to Investment Advisor and team support. Assist with processes to redirect assets to appropriate financial products based on client risk tolerance and demographic profile as determined by the Investment Advisor.
* Client Engagement - Focus on each client's experience and connect on a personal level to make every interaction meaningful. Critical Thinking - Verify documents in accordance with established signature delegation procedures to confirm that documents received from clients are complete and properly signed. Review complex legal agreements related to cash management products to enable the implementation of new products and changes to existing products.



Close gaps in signing authority documents, escalate unresolved issues, enforce policies, or engage appropriate internal partners to facilitate resolution.
* Organizational Skills - Support your Advisor by responding quickly to client requests and maintaining compliance standards on all files. Drive team success by improving team productivity, proactively uncovering business opportunities, and assisting in the allocation of assets to the right financial products. Your critical thinking skills help to inform your decision making.
* You have current accreditation and are in good standing as an Registered Representative (RR) with Canadian Investment Regulatory Organization
- Investment Dealer (CIRO-ID). You’re fluent in French and English to serve our clients in the community.We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program\*, defined benefit pension plan\*, an employee share purchase plan, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.
* You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.
* We may ask you to complete an attribute-based assessment and other skills test (such as simulation, coding, French proficiency).
* We use artificial intelligence tools during the recruitment process. Job LocationMontreal-1 Place Ville MarieEmployment TypeRegularWeekly Hours37.5SkillsAnalytical Thinking, Business Development, Business Documentation, Customer Experience (CX), Developing Proposals, Financial Products, Investment Portfolios, Marketing Activities, Transaction Banking, Work Collaboratively #

📌 Client Associate, Wood Gundy-Bilingual (Montreal)
🏢 CIBC
📍 Montreal