Investment Advisor Administrative Assistant

CIBC; Regina; On-site; CAD 40,000 - 60,000; Full time

Job summary

A leading Canadian bank is seeking an Administrative Assistant for its Wood Gundy brokerage in Regina. You will provide essential administrative support to the Investment Advisor team, ensuring compliance with standards and facilitating client engagement. The ideal candidate will have completed the Canadian Securities Course or be open to obtaining it. Join a dynamic team and develop your career in a respected financial institution that values relationships and personal growth.

Benefits

Competitive salary

Defined benefit pension plan

Employee share purchase plan

Vacation offering

Wellbeing support

Qualifications

• You have completed the Canadian Securities Course (CSC) or are open to obtaining within 12 months of hire.
• Strong organizational skills to maintain compliance standards.
• Ability to engage with clients and respond to their needs.

Responsibilities

• Provide administrative support to the Investment Advisor team.
• Maintain compliance standards in client dealings.
• Engage in all marketing and business development activities.

Skills

Analytical Thinking

Business Development

Customer Experience (CX)

Developing Proposals

Financial Products

Work Collaboratively

Education

Canadian Securities Course (CSC)

Conduct & Practice Handbook (CPH)

Job description

A leading Canadian bank is seeking an Administrative Assistant for its Wood Gundy brokerage in Regina. You will provide essential administrative support to the Investment Advisor team, ensuring compliance with standards and facilitating client engagement. The ideal candidate will have completed the Canadian Securities Course or be open to obtaining it. Join a dynamic team and develop your career in a respected financial institution that values relationships and personal growth.