Support high-net-worth clients at CIBC Wood Gundy through relationship management, investment advice, and exceptional client service in Ste Foy.

As a Client Associate, you will work closely with Investment Advisors to manage client portfolios and develop recent business. You will engage clients directly, support investment plans, and identify prospects based on profiles, goals, and risk tolerance. French and English fluency supports community clients.

Key Responsibilities:
Build and grow Wood Gundy client portfolios
Anticipate needs and communicate promptly with your team
Support business development activities with Investment Advisors
Assist with investment plans for client goals
Participate in local marketing and outreach activities

Requirements:
Current Investment Representative accreditation in positive standing with CIRO-ID
Registered Representative licensing considered an asset
Financial services or brokerage industry experience required
Working knowledge of various quotation equipment required
Fluency in French and English

Bring client engagement, portfolio support, and business development skills to CIBC Wood Gundy in Ste Foy.

📌 Cibc Wood Gundy Client Associate Quebec City
🏢 CIBC World Markets Inc (Canada)
📍 Quebec City