Support high-net-worth clients at CIBC Wood Gundy in Montreal through administrative expertise, investment documentation, and relationship-focused service. Work arrangement details will be discussed during your interview.
As a Client Associate in Wood Gundy’s brokerage department, you will support an Investment Advisor and team. Your work will include client accounts, investment plans, written proposals, financial products, and compliance. You will help deliver responsive service while strengthening client relationships and supporting team productivity. The position is regular, with 37.5 weekly hours.
Key Responsibilities: Maintain compliance standards across client files and interactions
Perform administrative processes supporting Investment Advisors and teams




Assist with investment plans and written client proposals
Redirect assets toward appropriate financial products
Respond promptly and improve client experiences
Requirements: Current Registered Representative accreditation with CIRO Investment Dealer
Good standing as a certified qualified
Financial services or brokerage industry experience
Working knowledge of various quotation equipment
Fluency in French and English
Bring compliance, critical thinking, and client engagement skills to CIBC Wood Gundy’s high-net-worth brokerage clients in Montreal.

#J-18808-Ljbffr

📌 Client Associate Wealth Management (Quebec City)
🏢 CIBC World Markets Inc (Canada)
📍 Quebec City