Support high net worth clients at CIBC Wood Gundy through administrative expertise, client service, and investment account coordination. The work arrangement combines on-site and work from home 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 (Victoriaville)
🏢 CIBC
📍 Victoriaville