Administrative Assistant (12 Month Contract)

CIBC

Kanata, Canada
Base: $48,880 to $51,720; bonus/equity: not specif...
Client file compliance
Marketing and business development
Client investment plan development
Provide administrative support to the Wood Gundy Investment Advisor team, servicing high net worth clientele and managing client investments

Job Summary

  • Provide administrative support to the Wood Gundy Investment Advisor team, servicing high net worth clientele and managing client investments.
  • Engage in marketing, business development, and assist in the creation of investment plans and proposals for prospects and clients.
  • This role offers an opportunity to learn the investment business in a professional, dynamic work environment with competitive compensation and benefits.

Matching Summary

Provide administrative support to the Wood Gundy Investment Advisor team, servicing high net worth clientele and managing client investments.

Salary

Base: $48,880 to $51,720; Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • Client file compliance
  • Marketing and business development
  • Client investment plan development
  • Administrative process support
  • Timely client request responses

Nice-to-have

  • Relationship-oriented banking
  • Embrace strengths and ambitions
  • Meaningful impact and valued contributions
  • Engage with purpose and heart
  • Build trust through respect and authenticity

Key Requirements

  • Diploma in Business Administration, Accounting, Finance, or similar
  • Minimum one year administrative experience
  • Legally eligible to work in Canada

Work Rights

Legally eligible to work

Tailored Resume

Cover Letter