Investment Advisor Assistant, Wood Gundy-Bilingual

Job summary

You will support Investment Advisors by managing client portfolios, developing new business, and providing exceptional service to high-net-worth clients. Additionally, you will handle administrative tasks, ensure compliance with regulatory standards, and assist in the creation of investment proposals.

Job details

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 your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute. To learn more about CIBC, please visit CIBC.com [https://www.cibc.com/en/about-cibc.html] 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 an Investment Advisor Assistant, 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. At CIBC we enable the work environment most optimal for you to thrive in your role. Details on your work arrangement (proportion of on-site and remote work) 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. * 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. Follow through on requests by answering questions and providing an exceptional experience. * 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 the 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. * Organizational Skills - Support your Advisor 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 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 are in good standing as an Investment Representative (IR) with Canadian Investment Regulatory Organization - Investment Dealer (CIRO-ID). You also hold the CIRO Derivatives license, having successfully completed the CIRO Derivatives Exam. It is an asset if you have Registered Representative (RR) licensing. Financial Services and/or Brokerage industry experience and working knowledge of various quotation equipment 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 benefits program*, defined benefit pension plan*, an employee share purchase plan, a vacation offering, wellbeing support, 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. *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 [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 need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit. * We may ask you to complete an attribute-based assessment and other skills test (such as simulation, coding, French proficiency). * We use artificial intelligence tools during the recruitment process. Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us. Job Location QC-Montréal, 1250 René-Lévesque W Blvd, Suite 3100 Employment Type Regular Weekly Hours 37.5 Skills Analytical Thinking, Business Development, Business Documentation, Customer Experience (CX), Developing Proposals, Financial Products, Investment Portfolios, Marketing Activities, Transaction Banking, Work Collaboratively

What you’ll do

You will support Investment Advisors by managing client portfolios, developing new business, and providing exceptional service to high-net-worth clients. Additionally, you will handle administrative tasks, ensure compliance with regulatory standards, and assist in the creation of investment proposals.

Requirements

Candidates must hold current accreditation as an Investment Representative (IR) with the Canadian Investment Regulatory Organization (CIRO-ID) and possess the CIRO Derivatives license. Proficiency in both French and English is required, along with experience in the financial services or brokerage industry.

Benefits

• Competitive salary
• Incentive pay
• Banking benefits
• Benefits program
• Defined benefit pension plan
• Employee share purchase plan
• Vacation offering
• Wellbeing support
• MomentMakers recognition program
• Purpose Day

Listed skills

• Customer service · Preferred
• Administrative Support · Preferred
• Compliance · Preferred
• Communication · Preferred
• Critical Thinking · Preferred
• Business development · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Relationship management
• Investment advice
• Client service
• Portfolio management
• Business development
• Administrative support
• Compliance
• Investment planning
• Critical thinking
• Financial products
• Communication
• Asset allocation
• Bilingualism
• Legal agreement review
• Administrative Support
• Relationship Management
• Accountability
• Analytical Thinking
• Organizational Skills
• Follow Through
• Bilingual (French/English)
• Administrative Functions
• Artificial Intelligence
• Business Development
• Brokerage
• Investments
• Cash Management
• Decision Making
• Customer Service
• Critical Thinking
• Financial Services
• French Language
• Marketing
• Innovation
• Risk Aversion
• Proposal Writing
• Quotations
• Registered Representative (Securities)
• Relationship Building
• Derivatives
• Teamwork

Job areas

• Finance & Accounting
• Administrative
• Customer Service & Support
• Management & Leadership
• Investment Advisor Assistant
• Financial Planner / Investment Consultant
• Financial and Investment Advisers
• Personal Financial Advisors

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