Bilingual Administrative Associate - Investment Advisory Team

CIBC; Montreal; Hybrid; CAD 45,000 - 65,000; Full time

Benefits offered by this job

Competitive salary

Benefits program

Pension plan

Employee share purchase plan

Vacation offering

Wellbeing support

MomentMakers recognition program

Job summary

CIBC Wood Gundy in Montréal is seeking an Administrative Associate to support Investment Advisors and their client portfolios. You will help manage client files, prepare proposals, and ensure accurate document handling with strong compliance and risk awareness.

As a bilingual professional, you will assist high net worth clients, identify opportunities to expand business, and contribute to a seamless client experience while working closely with the Wood Gundy team in a hybrid on-site/remote setup.

Qualifications

• Bilingual (French/English) with financial services experience preferred.
• CIRO-ID Investment Representative certification or eligibility required.
• Experience with investment advisors and client relationship management is an asset.

Responsibilities

• Provide administrative support to Investment Advisors and Wood Gundy team.
• Verify documents and ensure compliance with signature delegation procedures.
• Assist in preparing investment plans and client proposals for current and prospective clients.
• Support client requests promptly and help allocate assets to suitable financial products.

Skills

Analytical Thinking

Business Development

Business Documentation

Customer Experience (CX)

Developing Proposals

Financial Products

Investment Portfolios

Marketing Activities

Transaction Banking

Work Collaboratively

Education

CIRO-ID Investment Representative

Job description

CIBC Wood Gundy in Montréal is seeking an Administrative Associate to support Investment Advisors and their client portfolios. You will help manage client files, prepare proposals, and ensure accurate document handling with strong compliance and risk awareness.

As a bilingual professional, you will assist high net worth clients, identify opportunities to expand business, and contribute to a seamless client experience while working closely with the Wood Gundy team in a hybrid on-site/remote setup.