Elevate your career as an Investment Administrative Assistant with CIBC's Wood Gundy in Regina. Support Investment Advisors in managing high net worth client accounts with your organizational expertise.
This position at CIBC focuses on delivering exceptional administrative assistance to a team of Investment Advisors. You will engage clients, maintain compliance standards, and support business development initiatives to enhance client experiences. By collaborating with your team, you will ensure that all client needs are met efficiently and effectively while developing your knowledge of the investment sector.
Key Responsibilities:
• Handle administrative tasks for Investment Advisors
• Maintain compliance and client files diligently




• Assist in crafting investment proposals and plans
• Connect meaningfully with clients to enhance relationships
• Participate in marketing and outreach activities
Requirements:
• Experience in administration, preferably in finance
• Credentials like Canadian Securities Course preferred
• Solid attention to detail in all tasks
• Ability to multi-task and prioritize workload
• Commitment to building trust and client relationships
Bring your passion for service and organization to CIBC as an Investment Administrative Assistant in Regina.
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📌 CIBC Investment Administrative Assistant (Regina)
🏢 CIBC
📍 Regina