Administrative Assistant Cibc Wood Gundy

CIBC Capital Markets

Edmonton, Alberta, Canada
Administrative support
Client file maintenance
Marketing and business development
Provide administrative support to the Wood Gundy brokerage team, servicing high net worth clientele and assisting Investment Advisors with client investments

Job Summary

  • Provide administrative support to the Wood Gundy brokerage team, servicing high net worth clientele and assisting Investment Advisors with client investments.
  • Engage in marketing and business development activities, assist in developing investment plans, and support client account servicing to meet client needs.
  • CIBC offers a competitive salary, incentive pay, banking benefits, a defined benefit pension plan, and opportunities for career growth and development.

Matching Summary

Provide administrative support to the Wood Gundy brokerage team, servicing high net worth clientele and assisting Investment Advisors with client investments.

Skills & Requirements

Must-have

  • Administrative support
  • Client file maintenance
  • Marketing and business development
  • Investment plan development
  • Client account servicing

Nice-to-have

  • Relationship-oriented
  • Client-focused approach
  • Critical thinking skills
  • Passionate about people
  • Building trust and respect

Key Requirements

  • Minimum one year administrative experience
  • Canadian Securities Course (CSC)
  • Conduct & Practice Handbook (CPH)
  • CIRO-ID licensing or willingness to complete
  • Legally eligible to work in Canada

Work Rights

Legally eligible to work

Tailored Resume

Cover Letter