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About the Role

Provide administrative support to the Investment Advisor team within CIBC’s Wood Gundy brokerage, assisting with client investment planning, management, and servicing high net worth client accounts. This role offers an opportunity to learn the investment business in a dynamic environment.

Responsibilities

• Maintain compliance standards in client dealings and files.
• Conduct administrative activities and processes to support Investment Advisors and teams.
• Engage in marketing and business development activities.
• Assist in developing investment plans and written proposals for prospects and clients.
• Assist in directing assets into suitable financial products based on client risk tolerances and demographic profiles.
• Connect on a personal level to make every client interaction meaningful.
• Enhance client relationships by collaborating with the team and providing administrative support.
• Respond to client requests by answering questions and providing an exceptional experience.
• Heighten CIBC brand awareness by attending local events and participating in marketing and outreach activities.
• Grow professional network to create lasting connections and generate future opportunities.
• Work closely with the team to connect clients with appropriate opportunities.
• Support Investment Advisors by providing timely responses to client requests.
• Improve team productivity and proactively uncover business opportunities.
• Help direct assets into appropriate financial products.

Requirements

• Prioritize clients and engage with purpose to find suitable solutions.
• Demonstrate a commitment to going the extra mile.
• Engage with heart and mind, caring about people and understanding diverse perspectives.
• Listen and learn from the experiences of others.
• Understand the importance of details and utilize critical thinking for decision-making.
• Possess a passion for people, finding meaning in relationships, and building a diverse network.
• Build trust through respect and authenticity.
• Live CIBC values: trust, teamwork, and accountability.

Skills

• Accountability
• Activity Coordination
• Communication
• Multitasking
• Office Administration
• Organizational Efficiency
• Personal Initiative

Location

• London-255 Queens, 2200

Work Type

• On-site
• Full-time
• Monday through Friday
• Regular
• 37.5 Weekly Hours

Salary/Compensations

• Annualized base salary range: $48,880 to $51,720
• Participation in an annual discretionary incentive or bonus program

Benefits

• Competitive salary
• Incentive pay
• Banking benefits
• Benefits program
• Defined benefit pension plan
• Employee share purchase plan
• Vacation offering
• Wellbeing support
• MomentMakers, a social, points-based recognition program
• Purpose Day; a paid day off for growth and development

About the Company

• CIBC is building a relationship-oriented bank for the modern world.
• CIBC seeks talented, passionate professionals dedicated to clients.
• At CIBC, employee strengths and ambitions are embraced, fostering empowerment.
• Team members make a meaningful impact and are valued for their contributions.
• CIBC’s Wood Gundy team is the full-service brokerage division serving high net worth clientele.
• CIBC helps clients, employees, and shareholders achieve their goals.
• CIBC's business culture is based on common values: Trust, Teamwork, and Accountability.
• Working with CIBC offers an environment committed to clients, employees, and communities.
• CIBC has 48,000 employees dedicated to helping clients achieve financial goals.

Equal Opportunity

• CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong.
• CIBC seeks applicants with a wide range of abilities and provides an accessible candidate experience.
• Accommodation is available; contact Mailbox.careers-carrieres@cibc.com for assistance.