Wood Gundy Investment Administrative Assistant (Alberta)

Wood Gundy Investment Administrative Assistant (Alberta)

07 Nov
|
CIBC
|
Alberta

07 Nov

CIBC

Alberta

Support high net worth clients with CIBC Wood Gundy as an Administrative Assistant in Edmonton, using organization and communication skills. This temporary role offers 37.5 weekly hours.
You will provide administrative support to Investment Advisors within CIBC’s full-service Wood Gundy brokerage division. The work includes client account servicing, compliance-focused files, marketing activities, and investment plan support. You will help maintain solid client relationships while learning the investment business.
Key Responsibilities: Maintain compliance standards across client dealings and files
Support Investment Advisors with administrative processes
Answer client questions and respond to requests
Assist investment plans and written client proposals




Participate in marketing, outreach, and business development activities
Requirements: Diploma in business administration, accounting, finance, or similar
Minimum one year of administrative experience, preferably in finance
Client-first approach when identifying appropriate solutions
Critical thinking and decision-making skills
Ability to build trust through respect and authenticity
Bring administrative experience, client service, and organizational efficiency to CIBC Wood Gundy’s Edmonton Investment Advisor team.

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

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