Administrative Assistant-Wood Gundy-Bilingual

Location: Montreal

## Administrative Assistant-Wood Gundy-Bilingual Apply:
Montréal, QC:
Part time:
Posted Today:
End Date:
November 24, 2026 (13 days left to apply):
2623067

We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients.

At CIBC, we embrace your strengths and your ambitions, so you are empowered  team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute.

To learn more about CIBC, please visit
** What you'll be doing
** CIBC’s Wood Gundy team  is the full-service brokerage division of CIBC serving our high net worth clientele. As an Administrative Assistant you will be responsible for providing administrative support to the Investment Advisor team in our Wood Gundy brokerage. You’ll work closely with the team of Advisors as they plan and manage client investments. You’ll play a key part in supporting and servicing high net worth client accounts.

You’ll provide ongoing support to a team that goes above and beyond for their clients.  This position is a great opportunity to learn the investment business in a professional, dynamic work environment with one of Canada's leading Brokerage.
* At CIBC we enable the work environment most optimal for you to thrive in your role. Details on your work arrangement (proportion of on-site and remote work) will be discussed at the time of your interview.
*** How you'll succeed**
* ** Administrative Support** **
- ** Maintain compliance standards in client dealings/client files. Conduct administrative activities and engage in administrative processes associated with supporting the IA(s) and teams. Engage in all marketing and business development activities and assist in the development of investment plans and written proposals for prospects and clients. As determined by the IA, assist in processes to direct assets into suitable financial products based on the client’s risk reward tolerances and demographic profile.
* ** Client Engagement** **
- ** Connect on a personal level to make every interaction meaningful. Enhance relationships by collaborating with your team and providing administrative support to ensure client needs are met. Respond to requests by answering questions and providing an exceptional experience.
* ** Relationship Building** **
- ** Heighten CIBC brand awareness in your community by attending local events and participating in marketing and outreach activities. Grow your network to create lasting connections that will generate future opportunities. Work closely with your team to connect clients with the right opportunities.
* ** Organizational Skills** **
- ** Support Investment Advisors by providing timely responses to client requests and maintaining compliance standards in all files. Enable team success by improving team productivity, proactively uncovering business opportunities, and helping to direct assets into the right financial products.
** Who you are**
* ** You put clients first.
** You communicate to find the right solutions. You exceed expectations because it's the right thing to do.
* Y
* * ou are a certified professional (an asset).
** You are a Investment Representative (IR) or Registered Representative (RR) and your license is in good standing and therefore you completed the Canadian Securities Course (CSC) and the Standards of Conduct Manual (CPH).
* ** You put your heart into your work.
** You care about people and respect different points of view. You listen to others and learn from their experience.
* ** You understand that every detail counts.
** You notice things that others don't. Your critical thinking skills help inform your decision-making.
* ** You make sense of data.
**…