CIBC Administrative Assistant Advisors

Position: CIBC Administrative Assistant for Advisors
Elevate your administrative career at CIBC as an Administrative Assistant supporting the Investment Advisor team. This role emphasizes client engagement and investment planning in a brokerage environment.

CIBC's Wood Gundy brokerage seeks an Administrative Assistant who will provide essential administrative support to Advisors managing high net worth client accounts. This is an opportunity to deepen your understanding of the finance sector while ensuring compliance and enhancing client interactions. Join a team where your contributions directly influence client satisfaction and organizational success.

Key Responsibilities:

• Conduct administrative tasks supporting Investment Advisors

• Assist in developing investment plans and client proposals

• Collaborate in marketing outreach to promote CIBC’s services

• Engage with clients to ensure their needs are met promptly

• Manage compliance requirements within client documentation

Requirements:

• Experience in an administrative role, ideally in finance

• Completion of Canadian Securities Course (CSC) recommended

• Willingness to pursue the CIRE within one year

• Excellent organizational and critical thinking skills

• Client-focused with a passion for relationship-building

Drive client success in financial services through dedicated administrative work with CIBC's Wood Gundy team.
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