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 robust 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.

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