Administrative Assistant Cibc Wood Gundy

CIBC

Sarnia, Canada
Base: $48,880 to $51,720; bonus/equity: annual dis...
Client file compliance
Administrative processes support
Marketing and business development
Provide administrative support to the Investment Advisor team in CIBC’s Wood Gundy brokerage, playing a key part in supporting and servicing high net worth client accounts

Job Summary

  • Provide administrative support to the Investment Advisor team in CIBC’s Wood Gundy brokerage, playing a key part in supporting and servicing high net worth client accounts.
  • Engage in marketing and business development activities, assist in the development of investment plans, and help direct assets into suitable financial products based on client risk tolerances.
  • CIBC offers a competitive salary, incentive pay, banking benefits, a defined benefit pension plan, an employee share purchase plan, and a vacation offering.

Matching Summary

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

Salary

Base: $48,880 to $51,720; Bonus/Equity: Annual discretionary incentive or bonus program; Benefits: Banking benefits, benefits program, defined benefit pension plan, employee share purchase plan

Skills & Requirements

Must-have

  • Client file compliance
  • Administrative processes support
  • Marketing and business development
  • Investment plan development
  • Client account servicing
  • On-site full-time work

Nice-to-have

  • Relationship-oriented approach
  • Client-centric engagement
  • Proactive business opportunity identification
  • Building trust and authenticity
  • Embracing strengths and ambitions

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter