Base: $48,880 to $53,870; bonus/equity: annual dis...
Client file compliance
Marketing and business development
Client investment plans
As an Administrative Assistant, you will be responsible for providing administrative support to the Investment Advisor team in our Wood Gundy brokerage, playing a key part in supporting and servicing high net worth client accounts
Job Summary
As an Administrative Assistant, you will be responsible for providing administrative support to the Investment Advisor team in our Wood Gundy brokerage, playing a key part in supporting and servicing high net worth client accounts.
This position is a great opportunity to learn the investment business in a professional, dynamic work environment with one of Canada's leading Brokerages.
CIBC offers a competitive salary, incentive pay, banking benefits, a benefits program, a defined benefit pension plan, an employee share purchase plan, a vacation offering, wellbeing support, and MomentMakers.
Matching Summary
As an Administrative Assistant, you will be responsible for providing administrative support to the Investment Advisor team in our Wood Gundy brokerage, playing a key part in supporting and servicing high net worth client accounts.
Salary
Base: $48,880 to $53,870; Bonus/Equity: Annual discretionary incentive or bonus program; Benefits: Banking benefits, benefits program, defined benefit pension plan, employee share purchase plan
Skills & Requirements
Must-have
Client file compliance
Marketing and business development
Client investment plans
Financial product direction
Client needs support
Community brand awareness
Nice-to-have
Engage with purpose
Go the extra mile
Engage with heart and mind
Listen and learn
Critical thinking skills
Passionate about people
Key Requirements
Diploma in Business Administration, Accounting, Finance