Administrative Assistant - Bilingual

We are building a relationship-focused bank for a modern world. We are recruiting talented and passionate professionals who care about doing the right thing for our clients.

At CIBC, we bet on your strengths and ambitions to give you the power to act. Our team members have what they need to make a significant contribution and be recognized, both for who they are and what they do.

Job Responsibilities

You will provide constant support to a team that exceeds expectations for its clients. As an Administrative Assistant, you will be responsible for providing administrative support to the Wood Gundy wealth management team. You will work closely with the wealth advisors who plan and manage clients' investments. You will play a crucial role in ensuring the support and service of high-net-worth client accounts. You will provide constant support to a team that exceeds expectations for its clients. This position represents an excellent opportunity to get to know the investment sector in a professional and dynamic work environment, within one of Canada's largest brokerage services.

*At CIBC, we offer you the best work environment to help you achieve your goals. All details about your work mode (on-site and remote work days) will be discussed during your interview.*

How to Succeed

• Administrative Support - Comply with compliance standards when dealing with clients or handling client files. Perform administrative tasks and participate in administrative processes related to supporting wealth advisors and teams. Participate in all marketing and business expansion activities and contribute to the development of investment plans and written proposals for current and potential clients. Assist in the processes aimed at redirecting assets to appropriate financial products based on the client's risk tolerance and demographic profile, as determined by the wealth advisor.
• Client Mobilization - Establish a personal rapport so that each interaction is meaningful. Strengthen relationships by collaborating with your team and providing administrative support to ensure client needs are met. Follow up on requests by answering questions and providing an exceptional experience.
• Relationship Building - Make the CIBC brand known in your community by participating in local activities and taking part in marketing and outreach activities. Expand your network to create lasting connections that will bring opportunities in the future. Collaborate closely with your team to present the right opportunities to clients.
• Organizational Skills - Support wealth advisors by quickly responding to client requests and complying with compliance standards in all files. Promote team success by improving team productivity, proactively identifying business opportunities, and participating in asset allocation to the right financial products.

Your Attributes

• You prioritize clients. You communicate with the goal of finding the right solutions. You exceed expectations because it's the right thing to do.
• You give your all. You care about people and respect different points of view. You listen to others and learn from their experience.
• You care about the details. You notice things others don't see. Your critical thinking contributes to your decision-making.
• You like people. You find meaning in your relationships with others, and your network includes a diverse group of partners. You build connections with others through your respectful and authentic attitude.
• Values matter to you. You stay true to yourself at work and embody our values of trust, teamwork, and accountability.
• You are able to serve the community's clients in French and English.
• What CIBC Offers You

At CIBC, your goals are a priority. Based on your strengths and ambitions as an employee, we strive to create opportunities that allow you to realize your potential. Our goal is to offer you a career, not just a paycheck.

• We strive to reward you in a personalized and relevant way, including offering a competitive salary, performance-based compensation, banking benefits, membership in an employee benefits program*, a defined benefit pension plan*, and an employee stock purchase plan, vacation time, support for your well-being, and Creator of Moments, our point-based recognition social program.
• With our spaces and technological tools, it becomes easy to bring great minds together to create innovative solutions that improve things for our clients.
• We promote a culture that encourages the expression of your ambitions through initiatives like the Reason for Being Day, a paid day off that you can use to invest in your growth and development.
• Subject to the terms of the plan and program

What You Need to Know

• CIBC is committed to creating an inclusive work environment where all team members and clients feel welcome. We seek candidates with a wide range of skills and offer accessible experiences for candidates. If you need an accommodation, please write to Mailbox.careers-careers@cibc.com.
• CIBC is committed to being clear in its hiring process. All postings aim to fill positions for which we are actively recruiting, unless otherwise stated.
• You must be legally admissible to work in Canada in the specified locations and, if applicable, hold a valid work or study permit.
• We may ask you to complete an attributes-based assessment and other skills tests (such as simulation, programming, and French proficiency).
• We use artificial intelligence tools during the recruitment process. Our goal for the application process is to learn more about you and everything you have to offer, and to give you the opportunity to learn more about us.
• Location
• Montreal - 1 Place Ville Marie
• Employment Type
• Permanent
• Weekly Working Hours
• 37.5

Skills

Office Administration, Communication, Activity Coordination, Organizational Efficiency, Personal Initiative, Multitasking, Responsibility