Administrative Assistant (Mandarin speaking) 12 month contract

CIBC•Toronto, ON

12d•CA$48,880 - CA$53,870•Onsite

About The Position

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. 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 new 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.

Requirements

Fluent in English, Mandarin and Cantonese.
Financial Services and/or Brokerage industry experience.
Working knowledge of various quotation equipment.
Strong relationship building and networking skills.
Entrepreneurial spirit.
Actively involved in the community.
Ability to build long-term advisory relationships.
Enjoy networking and attending various social events to build and maintain quality relationships.
Client focus: engage with the purpose of finding the right solutions and go the extra mile.
Driven to succeed: motivated by accomplishing goals and delivering best to make an impact.
Engage with heart and mind: care about people, understand different perspectives, listen and learn from experiences of others.
Attention to detail and critical thinking skills.
Values matter: bring your real self to work and live values of trust, teamwork, and accountability.
Legally eligible to work at the specified location(s) and have a valid work or study permit where applicable.

Nice To Haves

Emerging Investment Professional with a strong drive to succeed.
Eager to grow Investment advisory skills.

Responsibilities

Building and growing Wood Gundy client portfolios through dedicated relationship management, trusted investment advice and exceptional client service.
Collaborating with Investment Advisors to oversee portfolios and drive new business opportunities.
Engaging directly with high-net-worth clients to offer support, identify growth prospects, and enhance their overall experience.
Business development, executing marketing initiatives, and cultivating strong referral networks both within and outside the organization.
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.
Coordinating the Onboarding Experience for new clients.
Supporting business development activities and assisting in the building of investment plans based on the client’s profile, goals, and risk/reward tolerance.
Developing relationships within CIBC’s retail banking network to uncover potential Wood Gundy clients.
Anticipating client needs and communicating promptly with the team to build trust and deepen client relationships.
Identifying activities, processes and opportunities to improve the client experience while keeping detailed records in CRM software.