We're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute. To learn more about CIBC, please visit CIBC.com

What you'll be doing

As a member of CIBC Wood Gundy, you will be responsible for building and growing Wood Gundy client portfolios through dedicated relationship management, trusted investment advice and exceptional client service. Collaborating with Investment Advisors, you will help oversee portfolios and drive recent business opportunities. Your responsibilities include engaging directly with high-net-worth clients to offer support, identify growth prospects, and enhance their overall experience.

While some client service is involved, the main emphasis is on business development, executing marketing initiatives, and cultivating strong referral networks both within and outside the organization. Success in this role requires outstanding networking abilities, a proactive approach to relationship-building, and a high standard of professionalism, regulatory awareness, and dedication to client success. At CIBC we enable the work environment most optimal for you to thrive in your role. To successfully perform the work, you'll be on-site full-time Monday through Friday.

The expected annualized base salary range for this role is $49,000 to $54,000. The base salary is determined by a variety of factors, including the candidate's skills, experience, and job-related knowledge, as well as geographic location and specific business needs.



Our compensation philosophy supports ongoing growth and development, enabling progression within the salary range as team members advance in their roles. We are committed to providing fair, equitable, and competitive compensation opportunities for all employees and we encourage open conversations about compensation throughout the recruitment process.

How you'll succeed

Strong relationship building and networking skills
- To build connections, generate opportunities and deliver bottom line results. This role is ideal for an emerging Investment Professional who has a strong drive to succeed You have a strong entrepreneurial spirit, are actively involved in our community, and possess the networking skills to build long-term advisory relationships. You enjoy networking and attending various social events to build and maintain quality relationships.

Develop relationships within CIBC's retail banking network to uncover potential Wood Gundy client. Administrative Support
- Maintain compliance standards in client dealings/client files. Conduct administrative activities and engage in administrative processes associated with supporting the IA. Engage in all marketing and business development activities and assist in the development of investment plans and written proposals for prospects and clients.

As determined by the IA,



assist in processes to direct assets into suitable financial products based on the client's risk reward tolerances and demographic profile. Client Engagement
- Connect on a personal level to make every interaction meaningful. Enhance relationships by collaborating with your team and providing administrative support to ensure client needs are met. Respond to requests by answering questions and providing an exceptional experience.

Relationship Building
- Heighten CIBC brand awareness in your community by attending local events and participating in marketing and outreach activities. Grow your network to create lasting connections that will generate future opportunities. Work closely with your team to connect clients with the right opportunities. Organizational Skills
- Support the Investment Advisor by providing timely responses to client requests and maintaining compliance standards in all files.

Enable team success by improving team productivity, proactively uncovering business opportunities, and helping to direct assets into the right financial products.

Who you are

You speak Mandarin and Cantonese. You are fluent in English, Mandarin and Cantonese to serve our diverse client base. You put our clients first. You engage with purpose to find the right solutions. You go the extra mile, because it's the right thing to do. You engage with your heart and mind. You care about people and understand different perspectives. You listen and learn from the experiences of others. You understand that success is in the details. Your critical thinking skills help to inform your decision making. You're passionate about people. You find meaning in relationships, and surround yourself with a diverse network of partner. You build trust through respect and authenticity. You live your values. You bring high

📌 Administrative Assistant (Toronto)
🏢 CIBC
📍 Toronto