Bilingual Investment Advisor: Build Portfolios & Relationships

CIBC; Montreal; Hybrid; CAD 65,000 - 95,000; Full time

Benefits offered by this job

Competitive salary

Incentive pay

Pension plan

Employee share purchase plan

Vacation offering

Wellbeing support

MomentMakers

Job summary

Join CIBC Wood Gundy in Montréal/Laval as an Associate Investment Advisor, where you will build and grow client portfolios through dedicated relationship management, trusted investment advice and exceptional client service in both French and English.

You will deploy assets into suitable financial products based on client risk tolerances, participate in seminars, develop proposals, and proactively service clients, with the opportunity to advance within a relationship-driven bank.

Qualifications

• University degree in related field or equivalent experience.
• Current accreditation and in good standing as an Investment Representative (CIRO-ID) is preferred.
• Licensing such as Registered Representative (RR) is an asset.
• Financial services industry knowledge required.

Responsibilities

• Build and grow client portfolios with relationship management.
• Develop investment plans and written proposals for prospects and clients.
• Market and business development activities to attract new clients.
• Provide exceptional client service and respond to investment questions.

Skills

Relationship building

Investment planning

Client service

Proposal development

Education

University degree

Tools

Quotation systems

Job description

Join CIBC Wood Gundy in Montréal/Laval as an Associate Investment Advisor, where you will build and grow client portfolios through dedicated relationship management, trusted investment advice and exceptional client service in both French and English.

You will deploy assets into suitable financial products based on client risk tolerances, participate in seminars, develop proposals, and proactively service clients, with the opportunity to advance within a relationship-driven bank.