Wood Gundy Investment Advisor Assistant

Support high net worth clients at CIBC Wood Gundy using administrative expertise and strong relationship-building skills. This full-time, on-site position runs Monday through Friday.
As an Administrative Assistant, you will support Investment Advisors within CIBC’s full-service brokerage division. You will help manage client accounts, maintain compliance standards, respond to requests, and assist with investment plans and written proposals. The role also includes marketing, business development, and financial product processes guided by Investment Advisors.

Key Responsibilities:

Provide administrative support to Investment Advisor teams
Maintain compliance standards across client dealings and files
Respond to client requests and answer questions
Assist with investment plans and written proposals
Support marketing, outreach, and business development activities
Requirements:
Client-first approach to finding suitable solutions
Critical thinking skills supporting informed decision-making
Ability to build trust through respect and authenticity
Care for people and different perspectives
Legal eligibility to work at the specified location
Bring administrative support, client engagement, and compliance focus to CIBC Wood Gundy’s Investment Advisor team.