Investment Advisor Assistant, Wood Gundy-Bilingual
CIBCMontreal, Quebec, Canada
Posted March 31, 2026
Full Time
About the Company
CIBC is a relationship-oriented bank for the modern world that values its employees' strengths and ambitions.
Job Description
As a member of CIBC Wood Gundy, the Investment Advisor Assistant will be responsible for building and growing client portfolios through dedicated relationship management, trusted investment advice, and exceptional client service. The role will work closely with Investment Advisors to help manage portfolios and develop new business.
Requirements
- Certified Investment Representative (IR) with Canadian Investment Regulatory Organization - Investment Dealer (CIRO-ID)
- CIRO Derivatives license
- Registered Representative (RR) licensing (asset)
- Financial Services and/or Brokerage industry experience
- Working knowledge of various quotation equipment
Benefits
- Competitive salary
- Incentive pay
- Banking benefits
- Benefits program
- Defined benefit pension plan
- Employee share purchase plan
- Vacation offering
- Wellbeing support
- MomentMakers, social recognition program
