Assistant, Investment Advisor – Bilingual

CIBC US

Assistant, Investment Advisor at CIBC responsible for building client portfolios and providing investment advice. Work closely with Investment Advisors and engage high-net-worth clients in Montreal to enhance client service.

Posted 5/27/2026full-timeMontréal • 🇨🇦 CanadaMid-LevelSeniorWebsite

About the role

Key responsibilities & impact

responsible for building and growing Wood Gundy client portfolios through dedicated relationship management, trusted investment advice and exceptional client service
work closely with Investment Advisors to help manage portfolios and develop new business
directly engage with high-net-worth clients to offer support, uncover business opportunities, and proactively improve the client experience
enable the work environment most optimal for you to thrive in your role

Requirements

What you’ll need

current accreditation and are in good standing as an Investment Representative (IR) with Canadian Investment Regulatory Organization - Investment Dealer (CIRO-ID)
Registered Representative (RR) licensing is an asset
Financial Services and/or Brokerage industry experience
working knowledge of various quotation equipment
Fluent in French and English

Benefits

Comp & perks

competitive salary
incentive pay
banking benefits
benefits program*
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 you to use to invest in your growth and development

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Soft Skills

relationship managementclient serviceinvestment advicebusiness developmentclient experience improvement

Certifications

Investment Representative (IR)Registered Representative (RR)