Support high net worth clients at CIBC's Wood Gundy brokerage as an Administrative Assistant with strong organization and communication skills. Work on-site full-time Monday through Friday.
This Administrative Assistant supports Investment Advisors and their teams within CIBC's full-service brokerage division. You will help manage client accounts, maintain compliance standards, coordinate administrative processes, and respond to client requests. The work also includes marketing activities, investment plans, written proposals, and directing assets toward suitable financial products as determined by the Investment Advisor.
Key Responsibilities:
- Provide administrative support to Investment Advisors and teams
- Maintain compliance standards across client dealings and files
- Respond to client requests and answer questions
- Assist with investment plans and written proposals
- Participate in marketing, outreach, and business development activities
Requirements:
- Diploma in Business Administration, Accounting, Finance, or similar
- Minimum one year of administrative experience
- Finance experience preferred
- Critical thinking and decision-making skills
- Client-first approach with strong relationship-building abilities
Bring administrative support, client engagement, and compliance skills to CIBC's Wood Gundy Investment Advisor team.
Wood Gundy Investment Team Assistant in Calgary employer: CIBC
CIBC is an exceptional employer that fosters a dynamic and collaborative work culture in the heart of Toronto. As an Equity Research Associate intern, you will gain invaluable insights and hands-on experience in global markets while working alongside industry experts, all within a supportive environment that prioritizes employee growth and development. With competitive compensation and a commitment to nurturing talent, CIBC stands out as a rewarding place for aspiring finance professionals.
