Investment Administrative Assistant – Client Relations

CIBC; Edmonton; On-site; CAD 42,000 - 56,000; Full time

Job summary

CIBC Wood Gundy Edmonton is seeking an Administrative Assistant to support the Investment Advisor team in delivering premium client service for high net worth clients. This on-site role emphasizes accuracy, compliance, and coordinated engagement with advisors and clients.

You will assist in planning client investments, preparing proposals, and ensuring timely responses to client requests. The position offers a stable, full-time on-site environment within a leading Canadian brokerage.

Qualifications

• Strong analytical and problem-solving abilities.
• Ability to develop and present investment plans and written proposals.
• Experience supporting investment advisors and client service teams.

Responsibilities

• Provide administrative support to the Investment Advisor team and Wood Gundy brokers.
• Maintain compliance in client dealings and client files, and assist with marketing activities.
• Support planning and management of client investments and high net worth accounts.
• Assist in directing assets into suitable financial products based on client profiles.

Skills

Analytical thinking

Business development

Client experience

Proposals development

Financial products

Investment portfolios

Marketing activities

Team collaboration

Work coordination

Job description

CIBC Wood Gundy Edmonton is seeking an Administrative Assistant to support the Investment Advisor team in delivering premium client service for high net worth clients. This on-site role emphasizes accuracy, compliance, and coordinated engagement with advisors and clients.

You will assist in planning client investments, preparing proposals, and ensuring timely responses to client requests. The position offers a stable, full-time on-site environment within a leading Canadian brokerage.