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Investment Advisor Assistant, Wood Gundy-Bilingual

Company

CIBC

Location

montreal (administrative region), qc

Posted

July 20, 2026

Position Overview

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 dedicated relationship management, trusted investment advice and exceptional client service. As an Investment Advisor Assistant, you will work closely with Investment Advisors at CIBC Wood Gundy to help manage their portfolios and develop new business. You will directly engage with high‑net‑worth clients to offer support, uncover business opportunities, and proactively improve 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 proces...

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