Administrative Assistant - CIBC, Calgary

Role Overview

Join the CIBC Wood Gundy team in Calgary as an Administrative Assistant, playing a vital role in supporting Investment Advisors who serve high net worth clients. This position offers a unique opportunity to provide essential administrative support, working closely with advisors to plan and manage client investments. You will make a meaningful impact by ensuring client needs are met, contributing to a professional and dynamic work environment. CIBC is dedicated to doing what’s right for our clients, and you'll be an integral part of that commitment. This full-time, on-site role provides the support you need to thrive within one of Canada's leading brokerages.

What You'll Bring

CIBC is looking for an Administrative Assistant who embodies a client-first approach, always striving to find the right solutions and going the extra mile. You are someone who engages with both heart and mind, caring about diverse perspectives and learning from others' experiences. Success, for you, is in the details, supported by strong critical thinking. You are passionate about building meaningful relationships, fostering trust through respect and authenticity. Your personal values align with CIBC's commitment to trust, teamwork, and accountability. Additionally, you'll bring key skills such as:

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

Day-to-Day Responsibilities

As an Administrative Assistant at CIBC Wood Gundy, your daily activities will be crucial in supporting Investment Advisors and ensuring exceptional client service. You will provide comprehensive administrative support, engage directly with clients, build relationships, and leverage your organizational skills to make a significant impact. Your responsibilities will include:

• 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 reward tolerances and demographic profiles.
• Connect on a personal level to make every client interaction meaningful.
• Enhance client relationships through team collaboration and administrative support to ensure client needs are met.
• 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 your professional network to create lasting connections that will generate future opportunities.
• Collaborate closely with your team to connect clients with the right opportunities.
• Provide timely responses to client requests.
• Maintain compliance standards in all files.
• Improve team productivity and proactively uncover business opportunities.
• Help direct assets into the right financial products.

About the Employer: CIBC

CIBC is building a relationship-oriented bank for the modern world, seeking passionate professionals dedicated to doing what’s right for their clients. At CIBC, your strengths and ambitions are embraced, empowering you to make a meaningful impact and feel truly valued. We prioritize your career growth, aspiring to give you a career rather than just a paycheck, and creating opportunities to tap into your full potential. Our spaces and technological toolkit are designed to bring together great minds to create innovative solutions that make a difference for our clients.

CIBC provides a comprehensive recognition package designed to support your well-being and professional development. This includes:

• A competitive salary
• Incentive pay
• Banking benefits
• A benefits program (subject to terms and conditions)
• Defined benefit pension plan (subject to terms and conditions)
• An employee share purchase plan
• A vacation offering
• Wellbeing support
• MomentMakers, our social, points-based recognition program
• Purpose Day; a paid day off dedicated for you to invest in your growth and development