Administrative Assistant
CIBC · Toronto, ON
- On site
- Full-time
- CA$53,870 / year
- Toronto, ON
Job highlights
- Support investment advisor team with high net worth clients.
- Manage client investments and service client accounts.
- Assist with marketing and business development activities.
- Enhance client relationships and provide exceptional service.
- Opportunity to learn investment business at CIBC.
About the role
About CIBC
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.comWhat You'll Be Doing
CIBC’s Wood Gundy team is the full-service brokerage division of CIBC serving our high net worth clientele. As an Administrative Assistant you will be responsible for providing administrative support to the Investment Advisor team in our Wood Gundy brokerage. You’ll work closely with the team of Advisors as they plan and manage client investments. You’ll play a key part in supporting and servicing high net worth client accounts. You’ll provide ongoing support to a team that goes above and beyond for their clients. This position is a great opportunity to learn the investment business in a professional, dynamic work environment with one of Canada's leading Brokerage. At CIBC we enable the work environment most optimal for you to thrive in your role. Details on your work arrangement (proportion of on-site and remote work) will be discussed at the time of your interview. The expected annualized base salary range for this role is $48,880 to $53,870. 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. In addition to base pay, compensation for this role includes participation in an annual discretionary incentive or bonus program. 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
- Administrative Support - Maintain compliance standards in client dealings/client files. Conduct administrative activities and engage in administrative processes associated with supporting the IA(s) and teams. 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 Investment Advisors 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 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. Values matter to you. You bring your real self to work and you live our values - trust, teamwork, and accountability.What CIBC Offers
At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck. We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, defined benefit pension plan*, an employee share purchase plan, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program. Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients. We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development. *Subject to plan and program terms and conditions.What You Need To Know
CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact Mailbox.careers-carrieres@cibc.com CIBC is committed to clarity in our hiring process. All roles posted are opportunities we’re actively recruiting for, unless stated otherwise. You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit. We may ask you to complete an attribute-based assessment and other skills test (such as simulation, coding, French proficiency). We use artificial intelligence tools during the recruitment process. Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us.Key skills/competency
- Administrative Support
- Client Engagement
- Relationship Building
- Organizational Skills
- Compliance
- Marketing
- Business Development
- Financial Products
- Investment Plans
- Client Servicing
Skills & topics
- Administrative Assistant
- Office Administration
- Client Support
- Investment Services
- Financial Services
- CIBC
- Customer Service
- Sales Support
- Executive Assistant
- Office Management
How to get hired
- Tailor your resume: Highlight administrative support, client engagement, and organizational skills relevant to CIBC's needs.
- Showcase client focus: Emphasize your ability to build relationships and provide exceptional client experiences.
- Demonstrate initiative: Use examples of proactive problem-solving and contribution to team success.
- Prepare for assessments: Be ready for attribute-based and skills tests, potentially using AI tools.
- Research CIBC's values: Align your answers with trust, teamwork, and accountability in your interviews.
Technical preparation
Familiarize yourself with brokerage operations.,Practice using office productivity software.,Understand financial product basics.,Review compliance procedures.
Behavioral questions
Describe a time you handled client requests effectively.,How do you prioritize tasks in a busy environment?,Share an example of going the extra mile for a client.,How do you build and maintain professional relationships?
Frequently asked questions
- What is the salary range for the Administrative Assistant position at CIBC?
- The expected annualized base salary range for the Administrative Assistant role at CIBC is $48,880 to $53,870. This range can vary based on your skills, experience, knowledge, and the specific business needs of the location.
- Does the Administrative Assistant role at CIBC include bonus opportunities?
- Yes, in addition to base pay, compensation for this Administrative Assistant role includes participation in an annual discretionary incentive or bonus program.
- What are the primary responsibilities of an Administrative Assistant in CIBC's Wood Gundy team?
- As an Administrative Assistant with CIBC's Wood Gundy team, you will provide administrative support to the Investment Advisor team, assist in managing client investments, support high net worth client accounts, and engage in marketing and business development activities.
- What kind of work environment can I expect as an Administrative Assistant at CIBC?
- You can expect a professional, dynamic work environment at CIBC, designed to be optimal for your thriving. Details on the specific work arrangement (on-site vs. remote proportion) will be discussed during the interview.
- What skills are essential for the Administrative Assistant role at CIBC?
- Key skills for this Administrative Assistant role include strong administrative support capabilities, client engagement, relationship building, organizational efficiency, personal initiative, and maintaining compliance standards.
- How does CIBC support employee growth and development in this Administrative Assistant position?
- CIBC supports growth through a competitive salary, potential incentive pay, banking benefits, a defined benefit pension plan, employee share purchase plan, vacation offering, wellbeing support, and a program called MomentMakers for recognition. They also offer Purpose Day for personal growth.
- What is CIBC's approach to diversity and inclusion for the Administrative Assistant role?
- CIBC is committed to creating an inclusive environment where all team members and clients feel they belong. They seek applicants with a wide range of abilities and provide an accessible candidate experience, encouraging accommodation requests.
- Will I need to complete any assessments for the Administrative Assistant job at CIBC?