Administrative Assistant

Maintain compliance standards in client dealings and files.,Perform administrative activities and processes to support Investment Advisors (IA) and teams.,Engage in marketing and business development activities.,Assist in developing investment plans and written proposals for clients and prospects.,Support processes to direct assets into suitable financial products based on client profiles.,Connect with clients to ensure their needs are met and provide an exceptional experience.,Enhance CIBC brand awareness through local events, marketing, and outreach.,Build a network for future opportunities and connect clients with relevant opportunities.,Provide timely responses to client requests and maintain compliance standards in all files.,Improve team productivity and proactively uncover business opportunities.

Client-first mindset and dedication to finding solutions.,Caring and understanding of different perspectives, open to listening and learning.,Detail-oriented with strong critical thinking skills for decision-making.,Passionate about people and building diverse, trustworthy relationships.,Embodies CIBC values: trust, teamwork, and accountability.

Must be legally eligible to work at the specified location and have a valid work or study permit. This is a temporary role with an expected end date of September 4, 2026.