As an Administrative Associate, you will work closely with Investment Advisors at CIBC Wood Gundy to help manage their portfolios and develop new business
Job Summary
As an Administrative Associate, you will work closely with Investment Advisors at CIBC Wood Gundy to help manage their portfolios and develop new business.
You will directly engage with high-net-worth clients to offer support, uncover business opportunities, and proactively improve the client experience.
At CIBC, your goals are a priority, and we aspire to give you a career, rather than just a paycheck, with a comprehensive benefits program and recognition initiatives.
Matching Summary
As an Administrative Associate, you will work closely with Investment Advisors at CIBC Wood Gundy to help manage their portfolios and develop new business.
Skills & Requirements
Must-have
Investment Advisor support
Client portfolio management
Develop investment plans
High-net-worth client engagement
Financial product allocation
Bilingual (French and English)
Nice-to-have
Relationship-oriented banking
Client experience focus
Proactive business development
Critical thinking and problem-solving
Values-driven work environment
Key Requirements
Certified Investment Representative (IR) with CIRO-ID