Administrative Assistant

CIBC; Regina; On-site; CAD 45,000 - 60,000; Full time

Job summary

CIBC's Wood Gundy team seeks an Administrative Assistant to support investment advisors in providing exceptional service to high net worth clients. This dynamic role involves maintaining compliance standards, engaging with clients, and assisting in marketing and investment activities. Ideal candidates will have a background in finance, completing the Canadian Securities Course, and exhibit strong organizational and interpersonal skills.

Qualifications

• You have completed the Canadian Securities Course (CSC), Conduct & Practice Handbook (CPH), or are open to obtaining within 12 months of hire.
• You put our clients first and engage with purpose to find the right solutions.

Responsibilities

• Provide administrative support to the Investment Advisor team in the Wood Gundy brokerage.
• Maintain compliance standards in client dealings and client files.
• Assist in the development of investment plans and written proposals for prospects and clients.
• Connect with clients on a personal level to meet their needs.

Skills

Organizational Skills

Client Engagement

Critical Thinking

Relationship Building

Education

Canadian Securities Course (CSC)

Conduct & Practice Handbook (CPH)

Job description

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.

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 our clients first. You engage with purpose to find the right solutions. You go the extra mile, because it’s the right thing to do.

You have completed the Canadian Securities Course (CSC), Conduct & Practice Handbook (CPH), or are open to obtaining within 12 months of hire

You engage with your heart and mind. You care about people and understand different perspectives. You listen and learn from the experiences of others.

You understand that success is in the details. Your critical thinking skills help to inform your decision making.

You’re passionate about people. You find meaning in relationships, and surround yourself with a diverse network of partner. You build trust through respect and authenticity.

Values matter to you. You bring your real self to work and you live our values - trust, teamwork, and accountability.

Regina-1801 Hamilton - 4th

Permanent

37.5