Administrative Assistant- 12-month contract

CIBC•Toronto, ON

2d•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. 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. 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.

Requirements

Strong relationship building and networking skills.
Strong entrepreneurial spirit.
Actively involved in the community.
Possess networking skills to build long-term advisory relationships.
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 clients.
Fluent in English, Mandarin, and Cantonese.
Financial Services and/or Brokerage industry experience.
Working knowledge of various quotation equipment is required.
Put clients first.
Engage with the purpose of finding the right solutions.
Go the extra mile because it is the right thing to do.
Driven to succeed.
Motivated by accomplishing goals and delivering best to make an impact.
Engage with heart and mind.
Care about people and understand different perspectives.
Listen and learn from the experiences of others.
Understand that success is in the details.
Notice things that others don’t.
Critical thinking skills help to inform decision making.
Values matter.
Bring your real self to work, and live values - trust, teamwork, and accountability.
Legally eligible to work at the location(s) specified.
Where applicable, must have a valid work or study permit.

Nice To Haves

This role is ideal for an emerging Investment Professional who has a strong drive to succeed.
You are eager to grow your 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.
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.
Coordinating the Onboarding Experience from introduction to a potential client to the point they are fully engaged as a new client.
Proactively identifying business opportunities for the team.
Working closely with Investment Advisors to support business development activities and assist in building investment plans based on the client’s profile, goals, and risk/reward tolerance.
Heightening CIBC brand awareness in the community by attending local events and participating in marketing and outreach activities.
Growing your network to create lasting connections that will generate future opportunities.