CIBC Investment Team Administrative Assistant

Support CIBC's Investment Advisor team as an Administrative Assistant in Ste Foy. This role involves engaging high net worth clients and aiding in investment management.

As part of a dedicated team at CIBC’s Wood Gundy brokerage, you will provide crucial administrative assistance while maintaining compliance standards.

Your role will facilitate meaningful client interactions and support the growth of client relationships through various marketing initiatives. Enhance your skills in a professional environment focused on excellence.

Key Responsibilities:

• Assist in developing investment plans and proposals

• Engage clients to enhance service experience

• Collaborate on business development efforts

• Maintain organized and compliant client files

• Improve team efficiency in responding to requests

Requirements:

• Fluency in French and English

• Strong organizational and coordination skills

• Capability to effectively multitask

• Initiative in client service and operations

• Experience in office administration processes

Enhance your career in finance while fostering client connections with CIBC’s Investment Advisor team.
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