1 hour ago Montreal, Canada Full Time Operations Jobs by CIBC CIBC CIBC is a Canadian banking company providing personal, business, commercial, wealth-management, investment, lending, payment, and insurance services. It serves individual consumers, businesses, commercial clients, and institutional investors.

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Projects CIBC Rewardssvg]:pointer-events-none [&>svg]:size-3 border-transparent bg-secondary text-secondary-foreground [a&]:hover:bg-secondary/90 ml-auto shrink-0 text-[10px]">Customer Engagement Platform CIBC Investor's Edgesvg]:pointer-events-none [&>svg]:size-3 border-transparent bg-secondary text-secondary-foreground [a&]:hover:bg-secondary/90 ml-auto shrink-0 text-[10px]">Service Provider CIBC Global Asset Managementsvg]:pointer-events-none [&>svg]:size-3 border-transparent bg-secondary text-secondary-foreground [a&]:hover:bg-secondary/90 ml-auto shrink-0 text-[10px]">Service Provider About CIBC CIBC operates a broad financial-services business with banking centres, online and mobile banking, bank accounts, credit cards, mortgages, loans, lines of credit, investments, money transfers, and insurance products. It also provides business and commercial banking, private wealth, Imperial Service, capital markets, and asset-management services. Its clients include personal banking customers, students, newcomers, seniors, businesses, commercial organizations, and institutional investors.



svg]:px-3 w-full" data-slot="button" data-variant="secondary" data-size="default" href="/o-cibc">View jobs by CIBC Skills Activity CoordinationCommunicationCustomer ExperienceEnglishFrenchMultitaskingOffice AdministrationOrganizational EfficiencyPersonal Initiative About The Role You will provide administrative support to the Investment Advisor team in a brokerage environment.

You will work closely with Advisors as they plan and manage client investments. You will support and service high-net-worth client accounts, maintain compliance standards in client dealings and files, and assist in developing investment plans and written proposals. You will direct assets into suitable financial products based on client risk/reward tolerance and demographic profile, respond to client requests, and help improve team productivity.

Requirements Fluency in French and English Responsibilities Maintain compliance standards in client dealings and files

Conduct administrative activities supporting Investment Advisors and teams

Engage in marketing and business development activities

Assist in developing investment plans and written proposals

Direct assets into suitable financial products based on client profile and risk/reward tolerance

Respond to client requests and provide an exceptional experience

Attend local events and participate in marketing and outreach activities

Improve team productivity and proactively uncover business opportunities Benefits Banking benefits

Perks program

Defined benefit pension plan

Employee share purchase plan

Vacation offering

Wellbeing support

MomentMakers social recognition program

📌 Administrative Assistant - Bilingual (Montreal)
🏢 JobStash
📍 Montreal