Administrative Assistant

Maintain compliance standards for client dealings and files.,Perform administrative activities and processes to support Investment Advisors and their teams.,Participate in marketing and business development, assisting in creating investment plans and proposals for clients and prospects.,Assist in directing assets into suitable financial products based on client risk profiles, as determined by the Investment Advisor.,Engage with clients personally to make interactions meaningful and provide administrative support to meet their needs.,Respond to client requests and provide exceptional service.,Heighten CIBC brand awareness by attending local events and participating in marketing/outreach activities.,Grow network for future opportunities and connect clients with suitable opportunities.,Provide timely responses to client requests and maintain compliance standards.,Improve team productivity, uncover business opportunities, and help direct assets into appropriate financial products.

Must be legally eligible to work at the specified location(s) and possess a valid work or study permit. May be asked to complete an attribute-based assessment and other skills tests.