Administrative Assistant-Wood Gundy-Bilingual

Job summary

Provide administrative and client-service support to Investment Advisors, including maintaining compliant client files, responding to client requests, and assisting with investment plans and proposals. Support marketing and business development, build client and community relationships, and help direct assets toward suitable financial products under advisor guidance.

Job details

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 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. At CIBC we enable the work environment most optimal for you to thrive in your role. Details on your work arrangement (proportion of on-site and remote work) will be discussed at the time of your interview. 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 and providing an exceptional experience. Relationship Building - Heighten CIBC brand awareness in your community by attending local events and participating in marketing and outreach activities. Grow your network to create lasting connections that will generate future opportunities. Work closely with your team to connect clients with the right opportunities. Organizational Skills - Support Investment Advisors by providing timely responses to client requests and maintaining compliance standards in all files. Enable team success by improving team productivity, proactively uncovering business opportunities, and helping to direct assets into the right financial products. Who you are You put clients first. You communicate to find the right solutions. You exceed expectations because it's the right thing to do. You are a certified professional (an asset). You are a Investment Representative (IR) or Registered Representative (RR) and your license is in good standing and therefore you completed the Canadian Securities Course (CSC) and the Standards of Conduct Manual (CPH). You put your heart into your work. You care about people and respect different points of view. You listen to others and learn from their experience. You understand that every detail counts. You notice things that others don't. Your critical thinking skills help inform your decision-making. You make sense of data. You enjoy studying complex problems and interpreting information. You are confident in your ability to communicate detailed information in a powerful way Experience in the financial services and brokerage industry and a working knowledge of various listing instruments are required. You live your values. You bring high standards, genuine care to your relationships, and want to grow with an employer that shares your values and brings out your best. You’re fluent in French and English to serve our clients in the community. What CIBC Offers At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We work to recognize you in meaningful, personalized ways including a competitive compensation, a banking benefit*, wellbeing support and additional offers such as employee and family assistance programs and MomentMakers, our social, points-based recognition program. Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients. *Subject to program terms and conditions What you need to know CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact Mailbox.careers-carrieres@cibc.com CIBC is committed to clarity in our hiring process. All roles posted are opportunities we’re actively recruiting for, unless stated otherwise. You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit We may ask you to complete an attribute-based assessment and other skills test (such as simulation, coding, French proficiency). We use artificial intelligence tools during the recruitment process. Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us. Expected End Date 2027-05-31 Job Location QC-Montréal, 1250 René-Lévesque W Blvd, Suite 3100 Employment Type Temporary (Fixed Term) Weekly Hours 15 Skills Accountability, Activity Coordination, Communication, Interpersonal Communication, Multitasking, Office Administration, Organizational Efficiency, Personal Initiative

What you’ll do

Provide administrative and client-service support to Investment Advisors, including maintaining compliant client files, responding to client requests, and assisting with investment plans and proposals. Support marketing and business development, build client and community relationships, and help direct assets toward suitable financial products under advisor guidance.

Requirements

The role requires French and English fluency, experience in financial services and brokerage, and working knowledge of various listing instruments. An Investment Representative or Registered Representative license in good standing, including completion of the Canadian Securities Course and Standards of Conduct Manual, is identified as a qualification; professional certification is an asset.

Benefits

• Competitive Compensation
• Banking Benefits
• Wellbeing Support
• Employee And Family Assistance Programs
• Recognition Program

Listed skills

• Activity coordination · Preferred
• Communication · Preferred
• interpersonal communication · Preferred
• Multitasking · Preferred
• Office Administration · Preferred
• Relationship Building · Preferred
• Critical Thinking · Preferred
• Compliance · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Accountability
• Activity Coordination
• Communication
• Interpersonal Communication
• Multitasking
• Office Administration
• Organizational Efficiency
• Personal Initiative
• Client Engagement
• Relationship Building
• Critical Thinking
• Investment Planning
• Compliance
• French-English Fluency
• Coordinating
• Decision Making
• Innovation
• Investments
• Financial Services
• Marketing
• Organizational Skills
• French Language
• Interpersonal Communications
• Business Development
• Administrative Support
• Sales Prospecting
• Brand Awareness
• Bilingual (French/English)
• Securities (Finance)
• Brokerage
• Registered Representative (Securities)

Job areas

• Administrative
• Finance & Accounting
• Customer Service & Support
• Sales
• Marketing
• Bilingual Administrative Assistant
• Office / Administrative Assistant (General)
• Administrative and Executive Secretaries
• Secretaries and Administrative Assistants, Except Legal, Medical, and Executive

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