Client Associate, Wood Gundy-Bilingual

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

Benefits offered by this job

Competitive salary

Banking benefits

Defined benefit pension plan

Employee share purchase plan

Vacation offering

Wellbeing support

MomentMakers recognition program

Job summary

CIBC is seeking a Client Associate for our Wood Gundy brokerage team in Montreal. You will provide administrative and ongoing support to an Advisor and high-net-worth clients, helping manage accounts and client service.

This role emphasizes compliance, documentation verification, and timely client communications. You will contribute to a superior client experience and collaborate across the team; bilingual English/French is required.

Qualifications

• Experience in financial services and brokerage environments is preferred.
• Certified professional status and CIRO-ID registration are required or in good standing.
• Bilingual in English and French to serve clients in the community.

Responsibilities

• Provide administrative and ongoing support to the Investment Advisor and team.
• Assist in development of investment plans and written proposals for clients.
• Verify documents per signature delegation procedures and review complex agreements.
• Support advisor in responsive client service and asset allocation discussions.

Skills

Administrative support

Client engagement

Critical thinking

Organizational skills

Job description

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 Client Associate, you will provide administrative and ongoing support to a team that exceeds expectations for its clients. As a Client Associate in Wood Gundy's brokerage department, you will work closely with your Advisor, who plans and manages clients’ investments, and your team. In this fast-paced environment, you will play a key role in supporting and servicing high-net-worth client accounts. 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.

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.
• Follow through on requests by answering questions and providing an exceptional experience.

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, escal? resolved 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 Registered Representative (RR) with Canadian Investment Regulatory Organization - Investment Dealer (CIRO-ID).
• Financial Services and/or Brokerage industry experience and working knowledge of various quotation equipment is required.
• You live your values.
• You bring high standards, genuine care to your relationships, and want to grow with an employer that shares your values and brings out your best.
• 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.

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]. CIBC is committed to clarity in our hiring process. All roles posted are opportunities we’re actively recruiting for, unless stated otherwise. 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 test (such as simulation, coding, French proficiency). We use artificial intelligence tools during the recruitment process. 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 Montreal-1 Place Ville Marie Employment Type Regular Weekly Hours 37.5 Skills Analytical Thinking, Business Development, Business Documentation, Customer Experience (CX), Developing Proposals, Financial Products, Investment Portfolios, Marketing Activities, Transaction Banking, Work Collaboratively

At CIBC, we are in business to help our clients, employees and shareholders achieve what is important to them. Our ability to create value for all CIBC stakeholders is driven by a business culture based on common values: Trust, Teamwork and Accountability. Working with CIBC makes you a part of a work environment committed to our clients, employees and communities - a place where you can excel. Every day, our 48,000 employees help our clients achieve their financial goals, because what matters to our clients, matters to us.