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

CIBC - Assistant, Investment Advisor - Wood Gundy - Montreal - Bilingual 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 ambitions, empowering you to make a meaningful impact and be truly valued for what you bring. What You’ll Be Doing As a member of CIBC Wood Gundy, you will build and grow client portfolios through dedicated relationship management, trusted investment advice, and exceptional client service. You will work closely with Investment Advisors to manage portfolios and develop new business, directly engaging high‑net‑worth clients to uncover opportunities and proactively improve the client experience. How You’ll Succeed Client Engagement – Focus on each client’s experience, connect on a personal level, anticipate needs, and communicate promptly to build trust and deepen relationships. Identify activities 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 building investment plans aligned with client profiles, goals, and risk/reward tolerance. Relationship Building – Heighten CIBC brand awareness by attending local events, participating in marketing and outreach activities, and growing your network to generate future opportunities. Who You Are You put our clients first and engage to find the right solutions, going the extra mile because it’s the right thing to do. You’re driven to succeed, motivated by goals and delivering your best to make an impact. You engage with heart and mind, caring about people and understanding diverse perspectives while listening and learning from others. You notice details that others don’t; your critical‑thinking skills inform decision‑making. You hold current accreditation and good standing in the Canadian Securities Course (CSC), Conduct & Practice Handbook (CPH), and Investment Representative (IR) licensing. Registered Representative (RR) licensing is an asset. You have financial services or brokerage industry experience and working knowledge of quotation equipment. Values matter to you; you live our values of trust, teamwork, and accountability. You’re fluent in French and English to serve our clients. Benefits Competitive salary and incentive pay, banking benefits, a benefits program, defined benefit pension plan, employee share purchase plan, vacation, wellbeing support, and MomentMakers social recognition program. State‑of‑the‑art technology and flexible work environment, including on‑site and remote options discussed during the interview. Culture of growth with initiatives like Purpose Day—paid personal development day. Access to comprehensive learning and development resources. Additional Information CIBC is committed to an inclusive environment where all team members and clients feel they belong. We provide an accessible candidate experience and accommodations; contact Mailbox.careers-carrieres@cibc.com if you need assistance. You must be legally eligible to work in Montréal and, where applicable, hold a valid work or study permit. You may be asked to complete assessment and skills tests (simulation, coding, French proficiency, MS Office) as part of the application process. Job Location Montréal, QC – 1250 René‑Lévesque W Blvd, Suite 3035 Employment Details Type: Regular, Full‑time 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 Management, Transaction Banking, Work Collaboratively #J-18808-Ljbffr