CIBC - Assistant, Investment Advisor - Wood Gundy - Montreal -Bilingual

CIBC; Montreal; On-site; CAD 45,000 - 65,000; Full time

Job summary

CIBC is looking for an Assistant, Investment Advisor to enhance client portfolios through effective relationship management and exceptional service. This role involves working closely with Investment Advisors to support business development, engage high-net-worth clients, and contribute to their investment strategies. In addition to necessary qualifications in the financial services sector, the position requires fluency in both French and English to provide stellar service. Join us at CIBC, where your strengths and ambitions will help shape a relationship-oriented bank in the modern world.

Benefits

Competitive salary and incentive pay

Comprehensive benefits program

Defined benefit pension plan

Employee share purchase plan

Vacation offering and wellbeing support

Social recognition program

Qualifications

• Bilingual in French and English.
• Must have accreditation as per financial industry standards.
• Experience in financial services or brokerage is an asset.

Responsibilities

• Build and grow client portfolios through relationship management.
• Identify business opportunities and assist in investment planning.
• Engage directly with high-net-worth clients to enhance experience.

Skills

Analytical Thinking

Client Relationship Building

Business Development

Customer Engagement

Relationship Management

Education

Canadian Securities Course (CSC)

Conduct & Practice Handbook (CPH)

Investment Representative (IR) licensing

Job description

CIBC - Assistant, Investment Advisor - Wood Gundy - Montreal -Bilingual

CIBC - Assistant, Investment Advisor - Wood Gundy - Montreal -Bilingual

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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 at work. Our 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 CIBC.com

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 dedicated relationship management, trusted investment advice and exceptional client service. As a Client Associate, you will work closely with Investment Advisors at CIBC Wood Gundy to help manage their portfolios and develop new business. You will directly engage with high-net-worth clients to offer support, uncover business opportunities, and proactively improve 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

• Client Engagement - Focus on each client's experience and connect on a personal level to make every interaction meaningful. Anticipate client needs and communicate promptly with your team to build trust and deepen client relationships. Identify activities, processes, and opportunities to improve the client experience.
• Business Development – Proactively identify business opportunities for your team. Work closely with Investment Advisors to support business development activities and assist in the building of investment plans based on the client’s profile, goals, and risk/reward tolerance.
• Relationship Building - Heighten CIBC brand awareness in your community by attending local events and participating in marketing and outreach activities. Grow your network to create lasting connections that will generate future opportunities.
  
  

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 good standing Canadian Securities Course (CSC), Conduct & Practice Handbook (CPH), and Investment Representative (IR) licensing. 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 is required.
• Values matter to you. You bring your real self to work, and you live our values - trust, teamwork, and accountability.
• You're fluent in French and English to serve our clients in the community.
  
  

What CIBC Offers

At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck.

• We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, defined benefit pension plan*, an employee share purchase plan, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.
• Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.
• We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.
• Subject to plan and program terms and conditions
  
  

What You Need To Know

• CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact [e-mail]
• You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.
• We may ask you to complete an attribute-based assessment and other skills tests (such as simulation, coding, French proficiency, MS Office). Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us.
  
  

Job Location

QC-Montréal, 1250 René-Lévesque W Blvd, Suite 3035

Employment Type

Regular

Weekly Hours

37.5

Skills

Analytical Thinking, Business Development, Business Documentation, Business Opportunities, Client Relationship Building, Client Service, Customer Engagement, Customer Experience (CX), Developing Proposals, Financial Products, Investment Portfolios, Investments, Marketing Activities, Relationship Building, Relationship Management, Transaction Banking, Work Collaboratively

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

• Industries

  Banking

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