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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in providing administrative support to investment advisors while maintaining compliance standards and delivering exceptional client service. Proficient in business development, marketing activities, and knowledge of financial products to effectively meet client needs.
Highest-signal resume keywords
Fluent In French And EnglishAdministrative Support ExperienceClient Service SkillsBusiness Development ParticipationKnowledge Of Investments And Financial Products
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Office AdministrationInvestment Plans AssistanceFinancial Product KnowledgeCompliance Standards MaintenanceActivity Coordination
Soft Skills
Critical ThinkingOrganizational EfficiencyMultitaskingCustomer EngagementExceptional Client Experience
Certifications & Qualifications
Valid Work Or Study Permit
Industry Keywords
High Net Worth Client AccountsMarketing ActivitiesBusiness DevelopmentCommunity NetworksClient Risk-Reward Tolerances
About the role
Key responsibilities & impact- Provide administrative support to the Investment Advisor team in CIBC Wood Gundy
- Support and service high net worth client accounts
- Maintain compliance standards in client dealings and client files
- Conduct administrative activities and related processes for Investment Advisors and teams
- Participate in marketing and business development activities
- Assist with investment plans and written proposals for prospects and clients
- Assist with directing assets into suitable financial products based on client risk-reward tolerances and demographic profiles
- Respond to client requests and questions while providing an exceptional experience
- Collaborate with the team to meet client needs and connect clients with appropriate opportunities
- Attend local events and participate in marketing and outreach activities
- Build community networks and generate future business opportunities
- Provide timely responses and improve team productivity
- Proactively uncover business opportunities and help direct assets into appropriate financial products
Requirements
What you’ll need- Fluent in French and English to serve clients in the community
- Legally eligible to work at the specified location(s)
- Valid work or study permit where applicable
- May be required to complete an attribute-based assessment and other skills tests, such as French proficiency
- Administrative support experience and knowledge of office administration
- Client service and customer engagement skills
- Business development and marketing activity participation
- Knowledge of investments and financial products
- Critical thinking, organizational efficiency, multitasking, and activity coordination skills
Benefits
Comp & perks- Competitive salary
- Incentive pay
- Banking benefits
- Benefits program
- Defined benefit pension plan
- Employee share purchase plan
- Vacation offering
- Wellbeing support
- MomentMakers social, points-based recognition program
- Paid Purpose Day dedicated to growth and development
- Accessible candidate experience and accommodation support