Apply investment portfolio knowledge and analytical thinking as a Client Associate supporting Investment Advisors and high-net-worth clients at CIBC Wood Gundy.

This regular Client Associate role is based at Ste Foy-2828 Laurier Bl S1000, with work arrangement details discussed during interview. You will help manage portfolios, develop business, and improve client experiences. The position combines client engagement, investment planning support, relationship building, and financial services expertise.

Key Responsibilities:

- Engage clients personally and make interactions meaningful
- Identify processes and opportunities improving client experience
- Uncover business opportunities for the Investment Advisor team
- Help build plans reflecting profiles,



goals, and risk tolerance
- Grow networks through community events and outreach

Requirements:

- Client-first approach with solid critical thinking skills
- Current Investment Representative accreditation and CIRO-ID standing
- Financial services or brokerage experience
- Knowledge of quotation equipment
- French and English fluency serving community clients

Use investment portfolio, client experience, and analytical skills to support trusted advice and lasting relationships at CIBC.

📌 Investment Portfolio Client Associate (Quebec City)
🏢 CIBC World Markets Inc (Canada)
📍 Quebec City