Offices across Canada

CIBC - Investment Advsisor Assistant - Wood Gundy - Montreal - Bilingual

Montréal, Quebec
Full Time

What you’ll be doing

You will provide ongoing support to a team that exceeds expectations for its clients. As a Client Associate, you will be responsible for providing support to the team of Investment Advisors in Wood Gundy's brokerage department. You will work closely with the team of advisors who plan and manage clients' investments. 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 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.

  • Analytical Skills - Interpret, validate and execute internal and external client requests by establishing new client signature delegations or modifying existing client signature delegations for complex corporate structures, review existing files and correct documentation deficiencies related to signature delegations or MLA discovered during the audit process. 

  • 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 implementation of new products and changes to existing products. Close gaps in signing authority documents, escalate unresolved issues, enforce policies or engage appropriate internal partners to facilitate resolution. 

  • Engagement - Build a personal rapport so that every interaction is meaningful. Strengthen relationships by working with your team and providing administrative support to ensure customer needs are met. Follow through on requests by answering questions and providing an exceptional experience.

  • Organizational Skills - Support Investment Advisors 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 clients first. You communicate to find the right solutions. You exceed expectations because it's the right thing to do.

  • You put your heart into your work. You care about people and respect different points of view. You listen to others and learn from their experience.

  • You understand that every detail counts. You notice things that others don't. Your critical thinking skills help inform your decision-making. You enjoy studying complex problems and interpreting information. You are confident in your ability to communicate detailed information in a powerful way 

  • You are a certified professional (an asset) You have a current Investment Representative (IR) license in good standing and have successfully completed the Canadian Securities Course (CSC) and the Standards of Conduct Manual (SCM) course as well as the Registered Representative (IR) designation.

  • You can demonstrate experience in the financial services and brokerage industry and a working knowledge of various listing instruments is required.

  • 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 health benefits program, defined benefit pension plan, an employee share purchase plan 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

  • 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.

How to Apply