Administrative Assistant - Wealth Advisory Support

Canadian Imperial Bank of Commerce; Calgary; Hybrid; CAD 42,000 - 58,000; Full time

Benefits offered by this job

Competitive salary

Incentive pay

Banking benefits

Benefits program

Defined benefit pension plan

Employee share purchase plan

Vacation offering

Wellbeing support

MomentMakers program

Job summary

Canadian Imperial Bank of Commerce's Wood Gundy team is seeking an Administrative Assistant to provide critical support to the Investment Advisor group on-site in Calgary. You will assist with client communications, investment planning materials, and documentation, while helping maintain compliant client files and delivering a responsive, high‑touch service experience.

This role offers exposure to the investment business within a leading brokerage, with a Monday–Friday schedule supporting high

Qualifications

• Minimum of one year of administrative experience, preferably in finance.
• Strong client-service orientation with attention to detail.
• Ability to maintain compliance in client dealings and files.

Responsibilities

• Provide administrative support to the Investment Advisor team.
• Assist in planning and managing client investments and related materials.
• Support client onboarding and ongoing servicing for high net worth clients.
• Maintain compliant client files and respond to inquiries promptly.

Skills

Administrative support

Client engagement

Relationship building

Organizational skills

Education

Diploma in Business Administration, Accounting or Finance

Job description

Canadian Imperial Bank of Commerce's Wood Gundy team is seeking an Administrative Assistant to provide critical support to the Investment Advisor group on-site in Calgary. You will assist with client communications, investment planning materials, and documentation, while helping maintain compliant client files and delivering a responsive, high‑touch service experience.

This role offers exposure to the investment business within a leading brokerage, with a Monday–Friday schedule supporting high