Investment Advisory Admin Specialist

CIBC; Toronto; On-site; CAD 49,000 - 54,000; Full time

Benefits offered by this job

Benefits program

Pension plan

Employee share purchase plan

Wellbeing support

Job summary

CIBC in Toronto is seeking an Administrative Assistant to support the Wood Gundy Investment Advisor team. You will handle administrative tasks, help plan client investments, and service high net worth accounts on-site full-time.

The role offers a pathway to learn the investment business in a professional environment with competitive compensation and a benefits program. You’ll work with a team dedicated to client success and market-leading service.

Qualifications

• You have a diploma in Business Administration, Accounting, Finance, or a similar field of study.
• You have a minimum of one year of administrative experience, preferably in finance.
• You have completed the Canadian Securities Course (CSC), Conduct & Practice Handbook (CPH), or are open to completing the CIRE upon hire.

Responsibilities

• Administrative Support – Maintain compliance standards in client dealings and support the IA(s) and teams.
• Client Engagement – Connect with clients and provide exceptional service, responding to requests.
• Relationship Building – Attend local events and collaborate with the team to connect clients with opportunities.
• Organizational Skills – Support Advisors, improve productivity, and help direct assets into suitable products.

Skills

Administrative experience

Finance knowledge

Interpersonal skills

Education

Diploma in Business Administration, Accounting, Finance

Job description

CIBC in Toronto is seeking an Administrative Assistant to support the Wood Gundy Investment Advisor team. You will handle administrative tasks, help plan client investments, and service high net worth accounts on-site full-time.

The role offers a pathway to learn the investment business in a professional environment with competitive compensation and a benefits program. You’ll work with a team dedicated to client success and market-leading service.