Provide comprehensive administrative support to the Investment Advisor team within CIBC's Wood Gundy brokerage, focusing on high net worth clients. Responsibilities include maintaining compliance standards, assisting with client dealings, marketing activities, and supporting investment planning. This role offers an opportunity to learn the investment business in a dynamic environment.
Maintain compliance standards in client dealings and files,Conduct administrative activities and processes to support Investment Advisors and teams,Engage in marketing and business development activities,Assist in the development of investment plans and written proposals for prospects and clients,Assist in processes to direct assets into suitable financial products,Connect on a personal level with clients and ensure their needs are met,Respond to client requests and provide exceptional experience,Heighten CIBC brand awareness by attending local events and participating in marketing and outreach,Grow network to create lasting connections,Provide timely responses to client requests,Maintain compliance standards in all files,Improve team productivity and proactively uncover business opportunities
Diploma in Business Administration, Accounting, Finance, or a similar field of study,Minimum of one year of administrative experience, preferably in finance
Diploma
37.5 hours/week
CIBC is a leading North American financial institution with 14 million personal banking, business, public sector, and institutional clients. It offers a full range of advice, solutions, and services through its leading digital banking network and locations across Canada, the U.S., and around the world.
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