Administrative Associate, Wood Gundy-Bilingual

Location: Montreal

Administrative Associate, Wood Gundy-Bilingual# CIBC Careers — Current Opportunities## Administrative Associate, Wood Gundy-Bilingual Apply:
Montréal, QC:
Full time:
Posted Today:
End Date:
November 13, 2026 (14 days left to apply):
2621725

We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients.

At CIBC, we embrace your strengths and your ambitions, so you are empowered  team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute.

To learn more about CIBC, please visit
** What you’ll be doing
** As a member of CIBC Wood Gundy, you will be responsible for building and growing Wood Gundy client portfolios through specialized relationship management, reliable investment advice and exceptional client service. As a Administrative Associate, you will work closely with a team of CIBC Wood Gundy Investment Advisors to help them manage their portfolios and build new business relationships. You will communicate directly with high net worth clients to provide support, identify opportunities and proactively enhance the client experience.

* At CIBC we enable the work environment most optimal for you to thrive in your role. Details on your work arrangement (proportion of on-site and remote work) will be discussed at the time of your interview.
* ** How you’ll succeed**
* ** Administrative Support
- ** Maintain compliance standards when dealing with clients or handling client files. Perform administrative duties and participate in administrative processes related to Investment Advisor and team support. Assist in the development of investment plans and written proposals for current and prospective clients. Assist with processes to redirect assets to appropriate financial products based on client risk tolerance and demographic profile as determined by the Investment Advisor.
* ** Critical Thinking
- ** Verify documents in accordance with established signature delegation procedures to confirm that documents received from clients are complete and properly signed. Review complex legal agreements related to cash management products to enable the implementation of new products and changes to existing products. Close gaps in signing authority documents, escalate unresolved issues, enforce policies, or engage appropriate internal partners to facilitate resolution.
* ** Organizational Skills
- ** Support your Advisor by responding quickly to client requests and maintaining compliance standards on all files. Drive team success by improving team productivity, proactively uncovering business opportunities, and assisting in the allocation of assets to the right financial products.  
** Who you are**
* ** You put our clients first**. You engage with the purpose of finding the right solutions. You go the extra mile because it is the right thing to do.
* ** You're driven to succeed**. You are motivated by accomplishing your goals and delivering your best to make an impact.
* ** You engage with your heart and mind**. You care about people and understand different perspectives. You listen and learn from the experiences of others.
* ** You understand that success is in the details**. You notice things that others don’t. Your critical thinking skills help to inform your decision making.
* ** You’re a certified professional**. You have current accreditation and are in good standing as an Investment Representative (IR) with Canadian Investment Regulatory Organization - Investment Dealer (CIRO-). It is an asset if you have Registered Representative (RR) licensing. Financial Services and/or Brokerage industry experience and working knowledge of various quotation equipment…