Assist with marketing and business development activities
This role provides administrative support to the Investment Advisor team within CIBC's Wood Gundy brokerage division serving high net worth clientele
Job Summary
This role provides administrative support to the Investment Advisor team within CIBC's Wood Gundy brokerage division serving high net worth clientele.
The position requires maintaining strict compliance standards while assisting in the development of investment plans and written proposals for clients.
CIBC offers a competitive salary, incentive pay, banking benefits, a defined benefit pension plan, and a dedicated paid day off for growth known as Purpose Day.
Matching Summary
This role provides administrative support to the Investment Advisor team within CIBC's Wood Gundy brokerage division serving high net worth clientele.
Salary
Competitive salary; Incentive pay available; Benefits include pension plan and share purchase plan
Skills & Requirements
Must-have
Maintain compliance standards in client files
Support high net worth client accounts
Assist with marketing and business development activities
On-site full-time Monday through Friday
Nice-to-have
Passion for building meaningful relationships
Critical thinking skills for decision making
Ability to engage with diverse perspectives
Proactive approach to uncovering business opportunities