Financial Admin Assistant – Client Relations

CIBC; Regina; On-site; CAD 40,000 - 56,000; Full time

Benefits offered by this job

Competitive salary

Incentive pay

Benefits program

Defined benefit pension plan

Employee share purchase plan

Vacation offering

Wellbeing support

MomentMakers recognition

Job summary

CIBC’s Wood Gundy team is the full-service brokerage division of CIBC serving high net worth clients. As an Administrative Assistant, you will provide administrative support to the Investment Advisor team in our Wood Gundy brokerage, working closely with Advisors to plan and manage client investments and service high net worth accounts.

You will support the team in marketing, client engagement, and process compliance, learning the investment business in a professional environment with one of

Qualifications

• Administrative experience, preferably in finance.
• Includes maintaining compliance in client dealings and file handling.
• Supports Investment Advisors and client service with accuracy.

Responsibilities

• Provide administrative support to the Investment Advisor team.
• Assist in planning and managing client investments alongside Advisors.
• Support and service high net worth client accounts.
• Contribute to marketing and outreach activities and client proposals.

Skills

Administrative experience

Finance familiarity

Attention to detail

Client engagement

Relationship building

Organizational skills

Education

CSC/CPH/CIRE readiness

Job description

CIBC’s Wood Gundy team is the full-service brokerage division of CIBC serving high net worth clients. As an Administrative Assistant, you will provide administrative support to the Investment Advisor team in our Wood Gundy brokerage, working closely with Advisors to plan and manage client investments and service high net worth accounts.

You will support the team in marketing, client engagement, and process compliance, learning the investment business in a professional environment with one of