Investment Administrative Assistant (Client & Compliance)

CIBC; Saskatoon; On-site; CAD 38,000 - 46,000; Full time

Benefits offered by this job

Competitive salary

Incentive pay

Banking benefits

Pension plan

Employee share purchase plan

Vacation offering

Wellbeing support

MomentMakers

Job summary

Join CIBC Wood Gundy in Saskatoon as an Administrative Assistant supporting the Investment Advisor team. This on-site, full-time role provides critical administrative support to high-net-worth client service and investment workflows.

You will maintain client files, coordinate schedules, assist with proposals, and help direct assets based on client profiles while delivering a personable, relationship-focused experience. A diploma and finance-related coursework are preferred.

Qualifications

• Diploma in Business Administration, Accounting, Finance or similar field.
• Minimum of 1 year administrative experience, preferably in finance.
• Canadian Securities Course (CSC), Conduct & Practice Handbook (CPH), or willingness to complete CIRE within 6 months.

Responsibilities

• Provide administrative support to the Investment Advisor team and Wood Gundy brokerage.
• Maintain client files and compliance standards in dealings.
• Assist with marketing, business development activities, and investment proposals for prospects and clients.
• Help direct assets into suitable financial products based on client risk tolerances and profiles.

Skills

Accountability

Activity Coordination

Communication

Multitasking

Office Administration

Organizational Efficiency

Personal Initiative

Education

Diploma in Business Administration, Accounting, Finance

Job description

Join CIBC Wood Gundy in Saskatoon as an Administrative Assistant supporting the Investment Advisor team. This on-site, full-time role provides critical administrative support to high-net-worth client service and investment workflows.

You will maintain client files, coordinate schedules, assist with proposals, and help direct assets based on client profiles while delivering a personable, relationship-focused experience. A diploma and finance-related coursework are preferred.