CIBC - Administrative Assistant - Wood Gundy - Montreal -Bilingual

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 developing investment plans and written proposals.,Assist in directing assets into suitable financial products based on client profiles.,Connect with clients to ensure their needs are met and provide an exceptional experience.,Attend local events and participate in marketing/outreach to heighten CIBC brand awareness.,Grow network for future opportunities.,Support Investment Advisors by providing timely responses and maintaining compliance.,Improve team productivity and proactively uncover business opportunities.

Client-focused approach, engaging with purpose to find solutions.,Cares about people and understands different perspectives, listens and learns from others' experiences.,Strong critical thinking skills for decision making.,Passion for people and building trust through respect and authenticity.,Adherence to CIBC values: trust, teamwork, and accountability.

Must be legally eligible to work at the specified location(s) and, where applicable, have a valid work or study permit.,May be asked to complete an attribute-based assessment and other skills tests (e.g., simulation, coding, French proficiency).