Become an Administrative Assistant with CIBC, providing vital support to the Investment Advisor team. This role focuses on delivering exceptional service to high net-worth clients within a regulatory framework.
As part of CIBC’s Wood Gundy brokerage, your duties will include maintaining compliance, coordinating marketing efforts, and assisting Investment Advisors in meeting client needs. Your organizational efficiency and proactive communication will play a key role in enhancing the client experience and supporting team objectives.
Key Responsibilities:
• Maintain compliance standards across client files
• Provide administrative support to Investment Advisor(s)
• Engage in marketing and business development activities




• Address client requests and ensure exceptional service
• Coordinate local events to strengthen client relationships
Requirements:
• Excellent organizational and multitasking capabilities
• Detail-oriented with compliance awareness
• Solid communication and relationship-building skills
• Self-motivated and able to work independently
• Proactive approach to problem-solving in a team
Utilize your administrative skills to support the CIBC Investment Advisor team and enhance client engagement.
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📌 Administrative Support for Investment Advisors (Calgary)
🏢 Canadian Imperial Bank of Commerce
📍 Calgary