Administrative Development Assistant

Were building a relationship-oriented bank for the modern world. CIBCs Wood Gundy team is the full-service brokerage division of CIBC serving our high net worth an Administrative Assistant you will be responsible for providing administrative support to the Investment Advisor team in our Wood Gundy brokerage. Youll play a key part in supporting and servicing high net worth client accounts. To successfully perform the work youll be on-site full-time Monday through Friday.

Administrative Support - Maintain compliance standards in client dealings/client administrative activities and engage in administrative processes associated with supporting the IA(s) and teams. Engage in all marketing and business development activities and assist in the development of investment plans and written proposals for prospects and determined by the IA assist in processes to direct assets into suitable financial products based on the clients risk reward tolerances and demographic profile.
Client Engagement - Connect on a personal level to make every interaction meaningful. Enhance relationships by collaborating with your team and providing administrative support to ensure client needs are met. Relationship Building - Heighten CIBC brand awareness in your community by attending local events and participating in marketing and outreach activities. Grow your network to create lasting connections that will generate future opportunities. Enable team success by improving team productivity proactively uncovering business opportunities and helping to direct assets into the right financial products.

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) and CIRO-ID licensing or are open to completing the Canadian Investment Regulatory Exam within 6-12 months of hire.
Your critical thinking skills help to inform your decision making.
You find meaning in relationships and surround yourself with a diverse network of partner. We work to recognize you in meaningful personalized ways including a competitive salary incentive pay banking benefits a benefits program* defined benefit pension plan* an employee share purchase plan a vacation offering wellbeing support and MomentMakers our social points-based recognition program.
a paid day off dedicated for you to use to invest in your growth and development.

*You need to be legally eligible to work at the location(s) specified above and where applicable must have a valid work or study permit.
We may ask you to complete an attribute-based assessment and other skills test (such as simulation coding French proficiency).
We use artificial intelligence tools during the recruitment process. Accountability Activity Coordination Communication Multitasking Office Administration Organizational Efficiency Personal Initiative