Wealth Relationship Associate & Investment Advisor

CIBC; Quebec; Hybrid; CAD 60,000 - 85,000; Full time

Benefits offered by this job

Competitive salary

Incentive pay

Benefits program

Defined benefit pension plan

Employee share purchase plan

Vacation offering

Wellbeing support

MomentMakers recognition

Job summary

CIBC Wood Gundy is seeking a Client Associate in Quebec to grow client portfolios through dedicated relationship management and trusted investment advice. You will collaborate with Investment Advisors to help manage portfolios and uncover new business opportunities for high-net-worth clients.

You will work in a hybrid environment, with on-site and remote work discussed during interview. Strong client focus, bilingual communication, and CIRO-ID accreditation are essential.

Qualifications

• CIRO-ID Investment Representative accreditation in good standing.
• Experience in Financial Services or Brokerage with knowledge of quotation equipment.
• Fluent in French and English to serve clients in the community.
• Strong client-focused mindset and desire to build lasting relationships.
• Detail-oriented with strong critical thinking and decision-making.

Responsibilities

• Client Engagement - Focus on each client’s experience and connect on a personal level to make every interaction meaningful.
• Business Development – Proactively identify business opportunities for your team. Support business development activities and assist in investment plan building.
• Relationship Building - Grow your network to create lasting connections that will generate future opportunities.

Skills

Analytical Thinking

Business Development

Business Documentation

Customer Experience

Developing Proposals

Financial Products

Investment Portfolios

Marketing Activities

Transaction Banking

Work Collaboratively

Job description

CIBC Wood Gundy is seeking a Client Associate in Quebec to grow client portfolios through dedicated relationship management and trusted investment advice. You will collaborate with Investment Advisors to help manage portfolios and uncover new business opportunities for high-net-worth clients.

You will work in a hybrid environment, with on-site and remote work discussed during interview. Strong client focus, bilingual communication, and CIRO-ID accreditation are essential.