Job Description
Elevate client experiences as an Investment Advisor Assistant at CIBC Wood Gundy in Montreal. Engage high-net-worth clients with trusted investment advice and exceptional service.
As part of CIBC Wood Gundy, you will manage client portfolios while supporting Investment Advisors. Your focus will be on relationship management and business development, ensuring client satisfaction and growth. Collaboration with advisors and proactive client engagement are crucial to your success.
Key Responsibilities:
• Maintain compliance standards for client interactions
• Assist in developing investment plans and proposals
• Identify opportunities to improve client experience
• Verify documents and facilitate resolutions
• Respond promptly to client requests and needs
Requirements:
• Current accreditation as Investment Representative
• CIRO Derivatives license is a plus
• Experience in financial services or brokerage...
As part of CIBC Wood Gundy, you will manage client portfolios while supporting Investment Advisors. Your focus will be on relationship management and business development, ensuring client satisfaction and growth. Collaboration with advisors and proactive client engagement are crucial to your success.
Key Responsibilities:
• Maintain compliance standards for client interactions
• Assist in developing investment plans and proposals
• Identify opportunities to improve client experience
• Verify documents and facilitate resolutions
• Respond promptly to client requests and needs
Requirements:
• Current accreditation as Investment Representative
• CIRO Derivatives license is a plus
• Experience in financial services or brokerage...