Bilingual Wealth Advisor for High-Net-Worth Clients

CIBC; Montreal; Sur place; CAD 70 000 - 110 000; Plein temps

Avantages offerts par ce poste

Competitive salary

Incentive pay

Benefits program

Pension plan

Employee share purchase plan

Vacation

Wellbeing support

MomentMakers

Résumé du poste

CIBC Wood Gundy in Montréal seeks an Associate Advisor, Corporate, to build and maintain portfolios for high net worth clients. You will provide dedicated relationship management and tailored investment advice, leveraging a broad range of products and services from the CIBC group.

Fluency in French and English is required to serve diverse clients. The role emphasizes client engagement, business development, and meaningful community presence with a flexible on-site/remote work arrangement to be

Qualifications

• Postsecondary degree/diploma and/or 4 years of relevant experience.
• Current CIRO-ID registration and good standing as RR is required.
• Bilingual in French and English to serve clients in the community.

Responsabilités

• Engage clients and provide tailored investment guidance to meet financial goals.
• Develop new client relationships and grow portfolio opportunities.
• Maintain and manage high net worth client portfolios with personalized advice.

Connaissances

Client Engagement

Business Development

Relationship Building

Wealth Management

Investment Advising

Portfolio Management

Financial Advising

Results-Oriented

Formation

Postsecondary degree or diploma

CIRO-ID accreditation (Registered Representative)

Description du poste

CIBC Wood Gundy in Montréal seeks an Associate Advisor, Corporate, to build and maintain portfolios for high net worth clients. You will provide dedicated relationship management and tailored investment advice, leveraging a broad range of products and services from the CIBC group.

Fluency in French and English is required to serve diverse clients. The role emphasizes client engagement, business development, and meaningful community presence with a flexible on-site/remote work arrangement to be