People And Understand Different Perspectives

ClientAssociate,WoodGundy-Bilingual

Montréal, Quebec, Canada FULL TIME Remote Friendly
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for Mid+ candidates.

The Brief

“Client Associate, Wood Gundy-Bilingual at People And Understand Different Perspectives. Skills: Relationship management, Client engagement, Financial services, Bilingualism. Build and grow Wood Gundy client portfolios. Provide specialized relationship management”

What You'll Achieve.

Building and growing Wood Gundy client portfolios; Making a meaningful impact; Delivering your best to make an impact; Creating innovative solutions that make a difference for our clients

Industry & Context.

Problems you'll solve

Critical thinking

What They're Looking For.

Must Have

Current accreditation and in good standing as an Registered Representative (RR) with Canadian Investment Regulatory Organization - Investment Dealer (CIRO-ID), Financial Services and/or Brokerage industry experience, working knowledge of various quotation equipment

What You'll Do.

Build and grow Wood Gundy client portfolios

Provide specialized relationship management

Offer reliable investment advice

Deliver exceptional client service

Assist Investment Advisors with portfolio management

Build new business relationships

Communicate with high net worth clients

Provide client support

Identify client opportunities

Enhance client experience

Maintain compliance standards

Perform administrative duties

Participate in administrative processes

Assist in development of investment plans

Assist with written proposals

Redirect assets to financial products

Focus on client experience

Connect on personal level

Anticipate client needs

Communicate with team

Deepen client relationships

Improve client experience

Answer client questions

Review legal agreements

Close gaps in signing authority

Escalate unresolved issues

Respond quickly to client requests

Improve team productivity

Uncover business opportunities

Assist in asset allocation

How You'll Work.

Team & Collaboration

Work closely with a team of CIBC Wood Gundy Investment Advisors; Communicate promptly with your team; Engage with your heart and mind; Understand different perspectives; Listen and learn from the experiences of others; Bring your real self to work; Live our values - trust, teamwork, and accountability

Communication Scope

Fluent in French and English

Full Job Description

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 specialized relationship management, reliable investment advice and exceptional client service. As a Client Associate, you will work closely with a team of CIBC Wood Gundy Investment Advisors to help them manage their portfolios and build new business relationships. You will communicate directly with high net worth clients to provide support, identify opportunities and proactively enhance 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 re

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