Administrative Assistant Wood Gundy

CIBC

Thornhill, Ontario, Canada
Base: $25.00 to $27.55 ph; bonus/equity: not speci...
Fully remote
Maintain compliance standards
Client file management
Assist with marketing activities
Provide administrative support to the Investment Advisor team in CIBC’s Wood Gundy brokerage, servicing high net worth clientele

Job Summary

  • Provide administrative support to the Investment Advisor team in CIBC’s Wood Gundy brokerage, servicing high net worth clientele.
  • Play a key part in supporting and servicing high net worth client accounts, enhancing relationships and ensuring client needs are met.
  • This position offers an opportunity to learn the investment business in a professional, dynamic work environment with one of Canada's leading Brokerages.

Matching Summary

Provide administrative support to the Investment Advisor team in CIBC’s Wood Gundy brokerage, servicing high net worth clientele.

Salary

Base: $25.00 to $27.55 per hour; Bonus/Equity: Not specified; Benefits: Competitive compensation, banking benefit, wellbeing support, EAP, MomentMakers

Skills & Requirements

Must-have

  • Maintain compliance standards
  • Client file management
  • Assist with marketing activities
  • Support investment plan development
  • Client account servicing

Nice-to-have

  • Relationship building
  • Community engagement
  • Personal initiative
  • Critical thinking skills
  • Passion for people

Key Requirements

  • Legally eligible to work in Canada
  • Valid work or study permit (if applicable)

Work Rights

Not specified

Tailored Resume

Cover Letter