Support high net worth clients at CIBC’s Wood Gundy brokerage as an Administrative Assistant with strong organization and communication skills. Work on-site full time Monday through Friday.
This Administrative Assistant supports Investment Advisors and their teams within CIBC’s full-service brokerage division. You will help manage client accounts, maintain compliance standards, coordinate administrative processes, and respond to client requests. The work also includes marketing activities, investment plans, written proposals, and directing assets toward suitable financial products as determined by the Investment Advisor.
Key Responsibilities: Provide administrative support to Investment Advisors and teams
Maintain compliance standards across client dealings and files




Respond to client requests and answer questions
Assist with investment plans and written proposals
Participate in marketing, outreach, and business development activities
Requirements: Diploma in Business Administration, Accounting, Finance, or similar
Minimum one year of administrative experience
Finance experience preferred
Critical thinking and decision-making skills
Client-first approach with strong relationship-building abilities
Bring administrative support, client engagement, and compliance skills to CIBC’s Wood Gundy Investment Advisor team.

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📌 Wood Gundy Investment Team Assistant (Alberta)
🏢 CIBC
📍 Alberta