CIBC Wood Gundy Client Associate

Support high-net-worth clients at CIBC Wood Gundy through relationship management, investment advice, and exceptional client service in Ste Foy.

As a Client Associate, you will work closely with Investment Advisors to manage client portfolios and develop new business. You will engage clients directly, support investment plans, and identify opportunities based on profiles, goals, and risk tolerance. French and English fluency supports community clients.

Key Responsibilities:

• Build and grow Wood Gundy client portfolios
• Anticipate needs and communicate promptly with your team
• Support business development activities with Investment Advisors
• Assist with investment plans for client goals
• Participate in local marketing and outreach activities

Requirements:

• Current Investment Representative accreditation in good standing with CIRO-ID
• Registered Representative licensing considered an asset
• Financial services or brokerage industry experience required
• Working knowledge of various quotation equipment required
• Fluency in French and English

Bring client engagement, portfolio support, and business development skills to CIBC Wood Gundy in Ste Foy.