Investment Administrative Assistant – Client Relations & Support

Canadian Imperial Bank of Commerce; Regina; Hybrid; CAD 42,000 - 60,000; Full time

Benefits offered by this job

Competitive salary

Incentive pay

Banking benefits

Benefits program

Defined benefit pension plan

Employee share purchase plan

Vacation offering

Wellbeing support

MomentMakers program

Job summary

Canadian Imperial Bank of Commerce (CIBC) is seeking an Administrative Assistant to support the Investment Advisor team within Wood Gundy in Regina. This on-site, full-time role focuses on client service for high-net-worth accounts and efficient administrative support for investment planning.

You will work closely with Advisors to plan and manage client investments, maintain compliant client files, and help build lasting client relationships in a dynamic brokerage environment.

Qualifications

• Administrative support to IA(s) and teams.
• Maintain compliance standards in client dealings/files.
• Assist in marketing and business development activities and investment proposals.

Responsibilities

• Administrative support- Maintaining compliance standards in client dealings/client files.
• Conduct administrative activities and engage in processes supporting the IA(s) and teams.
• Engage in marketing and business development activities and assist in proposals for prospects and clients.
• Assist in processes to direct assets into suitable financial products based on client risk tolerances and profile.
• Connect with clients on a personal level to make interactions meaningful.
• Collaborate with the team to improve productivity and client needs handling.
• Respond to requests with an exceptional client experience.
• Attend local events and marketing/outreach activities to raise CIBC brand awareness.
• Grow network to create future opportunities and connect clients with opportunities.

Skills

Accountability

Collaboration

Communication

Customer Service

Job description

Canadian Imperial Bank of Commerce (CIBC) is seeking an Administrative Assistant to support the Investment Advisor team within Wood Gundy in Regina. This on-site, full-time role focuses on client service for high-net-worth accounts and efficient administrative support for investment planning.

You will work closely with Advisors to plan and manage client investments, maintain compliant client files, and help build lasting client relationships in a dynamic brokerage environment.