Support high-net-worth clients at CIBC Wood Gundy in Winnipeg through administrative expertise, client service, and investment account support. Work full-time in office, Monday through Friday.
As an Administrative Assistant, you will support Investment Advisors within CIBC’s full-service brokerage division. You will help manage client files, maintain compliance standards, and respond to requests from high-net-worth clients. The position also involves supporting investment plans, written proposals, marketing activities, and suitable financial product processes. Your work helps the Advisor team deliver consistent service while developing your understanding of the investment business.
Key Responsibilities: Provide administrative support to Investment Advisors and brokerage teams
Maintain compliance standards across client dealings and files
Respond to client requests and answer questions promptly
Support investment plans and written client proposals
Assist marketing, outreach, and business development activities
Requirements: Client-first approach focused on appropriate solutions
Strong communication, organization, and critical thinking skills
Ability to build trust through respectful, authentic relationships
Interest in investments and client service
Commitment to accountability, detail, and professional standards
Bring administrative support, investment knowledge, and relationship-building skills to CIBC Wood Gundy’s Winnipeg brokerage team.