Administrative Assistant - Investment Advisory (On-site)

CIBC World Markets Inc (Canada); Victoria; On-site; CAD 49,000 - 54,000; Full time

Benefits offered by this job

Competitive compensation

Banking benefit

Wellbeing support

Employee and family assistance program

MomentMakers recognition program

Job summary

CIBC’s Wood Gundy team in Victoria is seeking an Administrative Assistant to provide essential support to the Investment Advisor team and high net worth clients. You will manage client files, coordinate schedules, prepare proposals, and assist in marketing and outreach activities while ensuring regulatory compliance.

On-site, full-time role with a 37.5-hour work week. The position offers exposure to the investment business, competitive compensation between CAD 49,000 and CAD 54,000 annually, and

Qualifications

• Administrative support to Investment Advisor team and Wood Gundy brokers.
• Assist in marketing and business development activities and in investment proposals.

Responsibilities

• Administrative support to IA team and Advisors.
• Engage in marketing and business development activities.
• Assist in directing assets based on client risk profiles.

Skills

Accountability

Activity coordination

Communication

Multitasking

Office administration

Organizational efficiency

Personal initiative

Job description

CIBC’s Wood Gundy team in Victoria is seeking an Administrative Assistant to provide essential support to the Investment Advisor team and high net worth clients. You will manage client files, coordinate schedules, prepare proposals, and assist in marketing and outreach activities while ensuring regulatory compliance.

On-site, full-time role with a 37.5-hour work week. The position offers exposure to the investment business, competitive compensation between CAD 49,000 and CAD 54,000 annually, and