Cibc - Administrative Assistant - Wood Gundy - Montreal -bilingual

CIBC

Montréal, QC, Canada
Fully remote
Administrative support
Client dealings compliance
Investment advisor support
Provide administrative support to the Investment Advisor team in CIBC’s Wood Gundy brokerage, supporting and servicing high net worth client accounts

Job Summary

  • Provide administrative support to the Investment Advisor team in CIBC’s Wood Gundy brokerage, supporting and servicing high net worth client accounts.
  • Engage in marketing and business development activities, assist in developing investment plans, and help direct assets into suitable financial products.
  • Build lasting connections, enhance client relationships, and contribute to team success by improving productivity and proactively uncovering business opportunities.

Matching Summary

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

Skills & Requirements

Must-have

  • Administrative Support
  • Client dealings compliance
  • Investment Advisor support
  • Marketing and business development
  • High net worth client accounts
  • Bilingual French and English

Nice-to-have

  • Relationship-oriented bank
  • Modern world banking
  • Embrace strengths and ambitions
  • Meaningful impact
  • Professional dynamic work environment
  • Engage with purpose

Key Requirements

  • Legally eligible to work
  • Attribute-based assessment
  • Skills test completion

Work Rights

Not specified

Tailored Resume

Cover Letter