Administrative Assistant

CIBC; Toronto; On-site; CAD 49,000 - 54,000; Full time

Job summary

CIBC Wood Gundy in Toronto is seeking an Administrative Assistant to provide administrative support to the Investment Advisor team within our Wood Gundy brokerage. You’ll work closely with Advisors as they plan and manage client investments, and you’ll play a key role in servicing high net worth client accounts.

This on-site role offers a base salary range of $49,000 to $54,000 plus an annual discretionary bonus, with growth opportunities and a strong focus on client service.

Qualifications

• Diploma in Business Administration/Accounting/Finance or equivalent.
• 1 year of administrative experience, preferably in finance.
• CSC/CPH or willingness to complete CIRE upon hire.

Responsibilities

• Administrative support to Investment Advisors and IA team; maintain compliance in client dealings and files.
• Execute administrative activities and processes supporting the IA(s) and team.
• Assist in marketing and business development and in developing investment plans and written proposals for prospects/clients.
• Assist in directing assets into suitable financial products based on client risk tolerance and profile.
• Engage with clients to provide an exceptional experience and build relationships.
• Support team productivity and uncover business opportunities.

Skills

Administrative support

Customer service

Communication

Attention to detail

Team collaboration

Education

Diploma in Business Administration/Accounting/Finance

CSC/CPH certification or willingness to complete CIRE upon hire

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. At CIBC we enable the work environment most optimal for you to thrive in your role. To successfully perform the work, you'll be on-site full-time Monday through Frida. The expected annualized base salary range for this role is $49,000 to $54,000. The base salary is determined by a variety of factors, including the candidate's skills, experience, and job-related knowledge, as well as geographic location and specific business needs. Our compensation philosophy supports ongoing growth and development, enabling progression within the salary range as team members advance in their roles. In addition to base pay, compensation for this role includes participation in an annual discretionary incentive or bonus program. We are committed to providing fair, equitable, and competitive compensation opportunities for all employees and we encourage open conversations about compensation throughout the recruitment process.

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 have a diploma in Business Administration, Accounting, Finance, or a similar field of study. You have a minimum of one year of administrative experience, preferably in finance. You have completed the Canadian Securities Course (CSC), Conduct & Practice Handbook (CPH), or are open to completing the CIRE upon hire. 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 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.

What CIBC offers

At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck. We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, defined benefit pension plan*, an employee share purchase plan, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program. Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients. We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development. *Subject to plan and program terms and conditions

What you need to know

CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact [e-mail] CIBC is committed to clarity in our hiring process. All roles posted are opportunities we’re actively recruiting for, unless stated otherwise. You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit. We may ask you to complete an attribute-based assessment and other skills test (such as simulation, coding, French proficiency). We use artificial intelligence tools during the recruitment process. Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us.

Job Details

• Job Location: Toronto-200 King St. W., 8th
• Employment Type: Regular
• Weekly Hours: 37.5
• Skills: Accountability, Activity Coordination, Interpersonal Communication, Multitasking, Office Administration, Organizational Efficiency, Personal Initiative

At CIBC, we are in business to help our clients, employees and shareholders achieve what is important to them. Our ability to create value for all CIBC stakeholders is driven by a business culture based on common values: Trust, Teamwork and Accountability. Working with CIBC makes you a part of a work environment committed to our clients, employees and communities - a place where you can excel. Every day, our 48,000 employees help our clients achieve their financial goals, because what matters to our clients, matters to us.