The role supports the Wood Gundy team in serving high-net-worth clientele through comprehensive administrative and client service functions
Job Summary
The role supports the Wood Gundy team in serving high-net-worth clientele through comprehensive administrative and client service functions.
Key responsibilities include obtaining insurance quotes, preparing illustrations, organizing seminars, and ensuring accurate documentation of client files.
CIBC offers a competitive salary, incentive pay, banking benefits, a defined benefit pension plan, and a culture focused on trust and teamwork.
Matching Summary
The role supports the Wood Gundy team in serving high-net-worth clientele through comprehensive administrative and client service functions.