Client Associate at CIBC Wood Gundy
Job in
Montreal, Montréal, Province de Québec, Canada
Listed on 2026-09-27
Listing for:
CIBC US
Full Time
position Listed on 2026-09-27
Job specializations:
-
Finance & Banking
Portfolio & Asset Management, Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Elevate client relationships with CIBC Wood Gundy as a Client Associate in Montreal. Focus on high-net-worth clients, grow portfolios, and enhance their investment experience.
In this bilingual role at CIBC Wood Gundy, you will work alongside Investment Advisors to enhance client engagement and develop business prospects. Your mission is to support high-net-worth clients while identifying opportunities to improve their investment plans. You will thrive in a dynamic environment that allows you to build relationships and elevate brand presence in the community.
Key Responsibilities:
• Manage and grow Wood Gundy client portfolios
• Engage directly with high-net-worth clients
• Identify business opportunities for investment plans
• Attend community events to boost brand visibility
• Enhance overall client service experiences
Requirements:
• Fluency in French and English
• Certified Investment Representative (IR) accreditation
• Financial services or brokerage industry experience
• Strong skills in client relationship management
• Critical thinking and analytical problem-solving ability
Harness your bilingual skills to champion exceptional client experiences at CIBC Wood Gundy in Montreal.
Position Requirements
10+ Years
work experience
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