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Client Associate
4 weeks ago
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. To successfully perform the work, you'll be on-site full-time Monday through Friday. 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 have a diploma in Business Administration, Accounting, Finance or a similar field of study. You have a minimum of one year of Administrative experience, preferably in finance. You have completed the Canadian Securities Course (CSC), Conduct & Practice Handbook (CPH), or are open to obtaining. You put our clients first. You engage with purpose to find the right solutions. You go the extra mile, because it's the right thing to do. You engage with your heart and mind. You care about people and understand different perspectives. You listen and learn from the experiences of others. You understand that success is in the details. Your critical thinking skills help to inform your decision making. You're passionate about people. You find meaning in relationships, and surround yourself with a diverse network of partners. You build trust through respect and authenticity. Values matter to you. You bring your real self to work and you live our values – trust, teamwork, and accountability. 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 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 may ask you to complete an attribute-based assessment and other skills tests (such as simulation, coding, French proficiency, MS Office). 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 2026-10-23 Job Location Thunder Bay-180 Park Avenue Employment Type Temporary (Fixed Term) Weekly Hours 37.5 Skills Analytical Thinking, Business Development, Business Documentation, Customer Experience (CX), Developing Proposals, Financial Products, Investment Portfolios, Marketing Activities, Transaction Banking, Work Collaboratively Seniority Level Entry level Employment Type Full-time Job Function Administrative Industries Banking Referrals Referrals increase your chances of interviewing at CIBC by 2x Job Title Contract Administrative Assistant Job Title City Thunder Bay, Ontario, Canada We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr
