CIBC

Investment Advisor Assistant-Bilingual

CIBC

21 days ago
Montréal, QC
Hybrid
Full Time
Junior
0 applicants
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CIBC
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About this role

As an Investment Advisor Assistant at CIBC Wood Gundy, you will support relationship management and business development efforts for high-net-worth clients, working closely with investment advisors to manage client portfolios and enhance the client experience. The role involves building client relationships, identifying new business opportunities, and participating in marketing activities.

Skills

CIBC

About CIBC

cibc.com

CIBC (Canadian Imperial Bank of Commerce) is one of Canada’s major banks providing personal, business and wealth management services. It offers everyday banking, credit cards, mortgages, loans, investing and financial advice through branches, phone and online/mobile channels. CIBC serves individuals, small businesses and institutional clients with digital tools, financial planning and specialized products such as private and commercial banking. Customers rely on CIBC for its broad product suite, omnichannel access and Canadian market presence.

About CIBC

Headquarters

San Francisco, CA

Company Size

201-500 employees

Founded

2018

Industry

Technology

Glassdoor Rating

4.2 / 5

Leadership Team

Sarah Johnson

Chief Executive Officer

Michael Chen

Chief Technology Officer

Emily Williams

VP of Engineering

David Rodriguez

VP of Product

Jessica Thompson

Chief Financial Officer

Andrew Park

VP of Sales

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