Investment Admin Assistant – Wealth Advisory Team

CIBC; Regina; On-site; CAD 45,000 - 60,000; Full time

Job summary

CIBC's Wood Gundy team seeks an Administrative Assistant to support investment advisors in providing exceptional service to high net worth clients. This dynamic role involves maintaining compliance standards, engaging with clients, and assisting in marketing and investment activities. Ideal candidates will have a background in finance, completing the Canadian Securities Course, and exhibit strong organizational and interpersonal skills.

Qualifications

• You have completed the Canadian Securities Course (CSC), Conduct & Practice Handbook (CPH), or are open to obtaining within 12 months of hire.
• You put our clients first and engage with purpose to find the right solutions.

Responsibilities

• Provide administrative support to the Investment Advisor team in the Wood Gundy brokerage.
• Maintain compliance standards in client dealings and client files.
• Assist in the development of investment plans and written proposals for prospects and clients.
• Connect with clients on a personal level to meet their needs.

Skills

Organizational Skills

Client Engagement

Critical Thinking

Relationship Building

Education

Canadian Securities Course (CSC)

Conduct & Practice Handbook (CPH)

Job description

CIBC's Wood Gundy team seeks an Administrative Assistant to support investment advisors in providing exceptional service to high net worth clients. This dynamic role involves maintaining compliance standards, engaging with clients, and assisting in marketing and investment activities. Ideal candidates will have a background in finance, completing the Canadian Securities Course, and exhibit strong organizational and interpersonal skills.