Overview

Join CIBC Wood Gundy as an Administrative Associate in Granby, providing top-tier investment support to high net worth clients. Focus on client portfolio management and proactive service delivery.

Responsibilities

• Provide administrative support to Investment Advisors
• Verify client documents for accuracy and signatures
• Assist in drafting investment plans and proposals
• Drive team productivity through effective communication
• Identify opportunities for asset allocation in financial products

Requirements

• Certification as an Investment Representative
• Financial Services or Brokerage industry experience
• Motivated and detail-oriented
• Fluent in English and French
• Solid customer experience focus

Your skills in investment portfolio management and critical thinking will be key to thriving at CIBC Wood Gundy.