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

CIBC - Assistant, Investment Advisor - Wood Gundy - Montreal - Bilingual Join to apply for the CIBC - Assistant, Investment Advisor - Wood Gundy - Montreal - Bilingual role at CIBC. 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. 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. 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 quotationnValues 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. Competitive salary, incentive pay, banking benefits, benefits program*, defined benefit pension plan*, employee share purchase plan, vacation offering, wellbeing support, and MomentMakers (our social, points-based recognition program). Technological toolkit to enable innovative solutions. Cultivate a culture with initiatives like Purpose Day, a paid day off dedicated 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 Mailbox.careers-carrieres@cibc.com. CIBC is committed to clarity in our hiring process. All roles posted are opportunities we’re actively recruiting for, unless stated otherwise. You must be legally eligible to work at the specified location(s) and have a valid work or study permit if applicable. We may ask you to complete an attribute-based assessment and other skills tests (such as simulation, coding, French proficiency). We use artificial intelligence tools during the recruitment process to get to know more about you. 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 Entry level Job Function Finance and Sales Industries Banking Equal Employment Opportunity CIBC is an equal opportunity employer. #J-18808-Ljbffr