CIBC Wood Gundy

Financial Services

AdministrativeAssistant

CA$50–65k ~AI est. Regina, Saskatchewan, Canada FULL TIME
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for Mid+ candidates.

The Brief

“Administrative Assistant at CIBC Wood Gundy. Skills: Client servicing, Investment support. Maintain compliance standards. Conduct administrative activities”

Industry & Context.

Financial Services
Problems you'll solve

Critical thinking

What They're Looking For.

Must Have

Canadian Securities Course (CSC), Conduct & Practice Handbook (CPH), CIRE within 12 months of hire

Nice to Have

Administrative experience in finance

What You'll Do.

Maintain compliance standards

Conduct administrative activities

Engage in marketing activities

Assist in development of investment plans

Assist in processes to direct assets

Respond to client requests

Enhance client relationships

Provide administrative support

Improve team productivity

Proactively uncover business opportunities

How You'll Work.

Team & Collaboration

Work closely with team; Collaborate with your team

Full Job Description

We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute. To learn more about CIBC, please visit [CIBC.com](https://www.cibc.com/en/about-cibc.html) **What you 'll be doing** CIBC’s Wood Gundy team is the full-service brokerage division of CIBC serving our high net worth clientele. As an Administrative Assistant you will be responsible for providing administrative support to the Investment Advisor team in our Wood Gundy brokerage. You’ll work closely with the team of Advisors as they plan and manage client investments. You’ll play a key part in supporting and servicing high net worth client accounts. You’ll provide ongoing support to a team that goes above and beyond for their clients. This position is a great opportunity to learn the investment business in a professional, dynamic work environment with one of Canada's leading Brokerage. **How you 'll succeed** * **Administrative Support** **-** Maintain compliance standards in client dealings/client files. Conduct administrative activities and engage in administrative processes associated with supporting the IA(s) and teams. Engage in all marketing and business development activities and assist in the development of investment plans and written proposals for prospects and clients. As determined by the IA, assist in processes to direct assets into suitable financial products based on the client’s risk reward tolerances and demographic profile. * **Client Engagement** **-** Connect on a personal level to make every interaction meaningful. Enhance relationships by collaborating with your team and providing administrative support to ensure client needs are met. Respond to requests by answering questions

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