Cibc - Administrative Assistant - Wood Gundy - Montreal -bilingual

CIBC

Montreal, QC, Canada
Fully remote
Administrative support
Client file maintenance
Business development activities
Provide administrative support to the Investment Advisor team in CIBC’s Wood Gundy brokerage, supporting high net worth client accounts

Job Summary

  • Provide administrative support to the Investment Advisor team in CIBC’s Wood Gundy brokerage, supporting high net worth client accounts.
  • Engage in marketing and business development activities, assist in developing investment plans, and support processes for directing assets into suitable financial products.
  • CIBC offers a competitive salary, incentive pay, banking benefits, a defined benefit pension plan, and opportunities for growth and development.

Matching Summary

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

Skills & Requirements

Must-have

  • Administrative Support
  • Client File Maintenance
  • Business Development Activities
  • Investment Plan Development
  • Client Account Servicing
  • Bilingual French and English

Nice-to-have

  • Relationship Oriented
  • Client First Approach
  • Critical Thinking Skills
  • Teamwork and Collaboration
  • Building Trust and Respect

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter