Client-Centric Admin for Wealth Advisory Team

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

Benefits offered by this job

Competitive salary and incentive pay

Benefits program

Defined benefit pension plan

Employee share purchase plan

Wellbeing support

Purpose Day

Job summary

CIBC’s Wood Gundy team in Thornhill is seeking an Administrative Assistant to provide administrative support to the Investment Advisor team and their high net worth clients. You’ll work closely with Advisors as they plan and service client investments, playing a key role in maintaining client files and schedules.

This on-site, Monday–Friday role offers a base salary in the low-$50k CAD range with incentive opportunities and a benefits program as part of CIBC’s commitment to fair, competitive

Qualifications

• Administrative support experience in a professional setting.
• Strong client-service orientation with ability to handle sensitive information.
• Attention to detail and strong organizational skills with ability to multitask.

Responsibilities

• Administrative support for Investment Advisors and teams; maintain client files and processes.
• Engage with clients to provide exceptional service and respond to requests.
• Support relationship-building through community engagement and timely information for clients.
• Assist in directing assets and preparing proposals based on client risk tolerance and profiles.

Skills

Administrative Support

Client Engagement

Relationship Building

Organizational Skills

Job description

CIBC’s Wood Gundy team in Thornhill is seeking an Administrative Assistant to provide administrative support to the Investment Advisor team and their high net worth clients. You’ll work closely with Advisors as they plan and service client investments, playing a key role in maintaining client files and schedules.

This on-site, Monday–Friday role offers a base salary in the low-$50k CAD range with incentive opportunities and a benefits program as part of CIBC’s commitment to fair, competitive