Administrative Assistant

CIBC World Markets Inc (Canada); Winnipeg; Vor Ort; CAD 38.000 - 52.000; Vollzeit

Zusammenfassung

CIBC’s Wood Gundy team is seeking an Administrative Assistant to provide essential administrative support to the Investment Advisor team serving high-net-worth clients. The role involves working on-site full-time, Monday through Friday, and supporting marketing and client service initiatives.

You will play a key role in maintaining client files, ensuring compliance, and helping plan and present investment proposals.

Qualifikationen

• Experience supporting investment advisors or financial teams preferred.
• Strong organizational and compliance-oriented skills.
• Excellent client service and communication abilities.

Aufgaben

• Provide administrative support to the Investment Advisor team.
• Maintain client files and ensure compliance.
• Support marketing and business development activities.
• Assist in preparing investment plans and client proposals.
• Engage with clients to deliver a high-quality service.
• Coordinate with advisors to direct assets per client profiles.

Kenntnisse

Administrative support

Client service

Communication

Critical thinking

Relationship building

Marketing support

Tools

Microsoft Office

CRM systems

Jobbeschreibung

We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute. To learn more about CIBC, please visit CIBC.com

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 Friday.

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 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.
• You live your values.
• You bring high standards, genuine care to your relationships, and want to grow with an employer that shares your values and brings out your best.

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 Location

MB-Winnipeg, 1 Lombard Place, 10th Floor

Employment Type

Regular

Weekly Hours

37.5

Skills

Accountability, Client Service, Communication, Critical Thinking, Customer Engagement, Investments

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.