Support high-net-worth clients as a Client Associate with CIBC Wood Gundy in Montréal, using relationship management and investment advice. Work arrangement details are discussed during interviews.As a Client Associate, you support Investment Advisors managing Wood Gundy client portfolios and developing recent business. You engage clients directly, identify opportunities, and improve their experience. The position requires financial services or brokerage experience, quotation equipment knowledge, and French-English fluency.Key Responsibilities:Manage relationships supporting Wood Gundy client portfoliosProvide exceptional service to high-net-worth clientsAnticipate client needs and communicate promptly with teamsSupport investment plans based on client profiles and goalsAttend events and participate in outreach activitiesRequirements:Current Investment Representative accreditation in good standing with CIRO-IDRegistered Representative licensing considered an assetFinancial services or brokerage industry experienceWorking knowledge of various quotation equipmentFluency in French and EnglishBring client service, business development, and investment portfolio skills to CIBC Wood Gundy clients in Montréal.

📌 Client Associate Investment Advisor Montréal (Montreal)
🏢 CIBC
📍 Montreal