Administrative Assistant Cibc Wood Gundy

CIBC

Edmonton, AB, CA
Competitive salary; incentive pyy available; benef...
Maintain compliance standards in client files
Support investment advisor team activities
Assist with marketing and business development
This role provides administrative support to the Investment Advisor team within CIBC's Wood Gundy brokerage division serving high net worth clientele

Job Summary

  • This role provides administrative support to the Investment Advisor team within CIBC's Wood Gundy brokerage division serving high net worth clientele.
  • The position requires maintaining strict compliance standards while engaging in marketing activities and assisting with investment plan development.
  • CIBC offers a competitive salary, incentive pay, banking benefits, a defined benefit pension plan, and a paid day off for professional growth.

Matching Summary

This role provides administrative support to the Investment Advisor team within CIBC's Wood Gundy brokerage division serving high net worth clientele.

Salary

Competitive salary; Incentive pay available; Benefits include pension and share purchase plan

Skills & Requirements

Must-have

  • Maintain compliance standards in client files
  • Support investment advisor team activities
  • Assist with marketing and business development

Nice-to-have

  • Passionate about building client relationships
  • Critical thinking skills for decision making
  • Ability to engage with diverse perspectives

Key Requirements

  • Minimum one year of administrative experience
  • Canadian Securities Course (CSC) certification
  • Conduct & Practice Handbook (CPH) licensing
  • CIRO-ID licensing or willingness to complete exam within 6-12 months

Work Rights

Must be legally eligible to work in Canada

Tailored Resume

Cover Letter