Support high net worth clients at CIBC Wood Gundy in Toronto using administrative expertise, client service, and critical thinking. This is full-time, in office work.
As an Administrative Assistant, you will support Investment Advisors within CIBC’s full-service Wood Gundy brokerage division. You will help manage client accounts, maintain compliance standards, respond to requests, and assist with investment plans and written proposals. The role supports marketing, business development, and client relationships.
Key Responsibilities:
- Provide administrative support to Investment Advisors and teams
- Maintain compliance standards across client dealings and files
- Respond to client requests and provide exceptional experiences
- Assist with investment plans and written proposals
- Participate in marketing, outreach, and business development activities
Requirements:
- Client-first approach focused on suitable solutions
- Critical thinking skills supporting informed decision-making
- Ability to understand perspectives and learn from others
- Relationship-building through respect and authenticity
- Commitment to trust, teamwork, and accountability
Bring administrative support, client engagement, and compliance skills to CIBC Wood Gundy’s Toronto Investment Advisor team.
📌 Wood Gundy Administrative Assistant (Toronto)
🏢 CIBC
📍 Toronto