Investment Team Administrative Assistant – Client-Focused

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

Benefits offered by this job

Competitive salary

Incentive pay

Benefits program

Pension plan

Employee share purchase plan

Vacation

Wellbeing support

MomentMakers recognition

Job summary

CIBC’s Wood Gundy team is seeking an Administrative Assistant to provide essential support to the Investment Advisor team and high net worth clients. This on-site, full-time role offers exposure to investment planning and client service within a leading Canadian brokerage.

You will assist with client files, marketing activities, and asset-directed processes while supporting Advisors to deliver exceptional client experiences.

Qualifications

• Diploma in Business Administration, Accounting, Finance or a similar field of study.
• Minimum of one year of administrative experience, preferably in finance.
• You put clients first, engage with purpose, and strive to find right solutions.

Responsibilities

• Administrative Support: maintain compliance standards in client dealings and support IA(s) and teams in administrative processes.
• Client Engagement: build meaningful interactions and ensure client needs are met; provide exceptional service.
• Relationship Building: raise CIBC brand through local events and marketing activities; connect clients with opportunities.
• Organizational Skills: support Advisors by timely responses and improving team productivity.

Skills

Accountability

Communication

Multitasking

Office Administration

Organizational Efficiency

Personal Initiative

Education

Diploma (Business Administration, Accounting, Finance)

Job description

CIBC’s Wood Gundy team is seeking an Administrative Assistant to provide essential support to the Investment Advisor team and high net worth clients. This on-site, full-time role offers exposure to investment planning and client service within a leading Canadian brokerage.

You will assist with client files, marketing activities, and asset-directed processes while supporting Advisors to deliver exceptional client experiences.