Assistant Investment Advisor, Bilingual
CIBC US
full-time
Posted on:
Location Type: Office
Location: Montreal • Canada
Visit company websiteExplore more
About the role
- Building and growing Wood Gundy client portfolios through relationship management
- Providing trusted investment advice and exceptional client service
- Working closely with Investment Advisors to help manage portfolios
- Identifying business opportunities and improving client experience
- Attending local events and participating in marketing activities to elevate CIBC brand awareness
Requirements
- Current accreditation and good standing Canadian Securities Course (CSC)
- Current accreditation and good standing Conduct & Practice Handbook (CPH)
- Current accreditation and good standing Investment Representative (IR) licensing
- Financial Services and/or Brokerage industry experience
- Working knowledge of various quotation equipment
- Bilingual in French and English
Benefits
- Competitive salary
- Incentive pay
- Banking benefits
- Defined benefit pension plan*
- Employee share purchase plan
- Vacation offering
- Wellbeing support
- MomentMakers, our social, points-based recognition program
- Purpose Day; a paid day off dedicated for your growth and development
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft skills
relationship managementclient serviceinvestment advicebusiness opportunity identificationclient experience improvement
Certifications
Canadian Securities Course (CSC)Conduct & Practice Handbook (CPH)Investment Representative (IR) licensing