Support high net worth clients at CIBC Wood Gundy through administrative expertise, client service, and investment account coordination. The work arrangement combines in office and remote work as discussed during interview.
As an Administrative Assistant, you will support Investment Advisors within CIBC’s full-service Wood Gundy brokerage division. You will maintain client files, assist with investment plans and proposals, and support financial product processes. French and English fluency is required.
Key Responsibilities: Provide administrative support to Investment Advisor teams
Maintain compliance standards across client dealings and files
Assist with investment plans and written proposals
Respond to client requests and questions
Support marketing and business development activities
Requirements: Fluency in French and English
Client-first approach to finding suitable solutions
Critical thinking for informed decision-making
Ability to build trust through respect and authenticity
Ability to understand different perspectives
Bring administrative, organizational, and client engagement skills to support Investment Advisors and high net worth accounts at CIBC Wood Gundy.

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📌 Wood Gundy Investment Advisor Assistant (Quebec City)
🏢 CIBC
📍 Quebec City