Investment Advisor Assistant at CIBC Wood Gundy

Step into a rewarding role at CIBC Wood Gundy as an Investment Advisor Assistant located in Montréal. Focus on client satisfaction and portfolio management while supporting investment advisors.
In this position, you will be responsible for enhancing client experiences and growing the CIBC Wood Gundy client base. Your role will involve relationship building and actively identifying business development opportunities. Work collaboratively with investment advisors to tailor investment plans that resonate with client goals and risk tolerances.
Key Responsibilities:
• Enhance client interactions to foster trust and loyalty
• Collaborate with advisors on business development initiatives
• Assist in creating personalized investment strategies
• Participate in community outreach and marketing efforts
• Proactively identify ways to improve client experiences
Requirements:
• Current Investment Representative (IR) accreditation
• Relevant financial services experienc...