Branch Assistant
Role Overview
Support the Branch Manager and team at CIBC Wood Gundy, a full-service brokerage serving high-net-worth clients.
The position is on-site Monday through Friday.
Key Skills for This Role
Full Job Posting
Role overview
Support the Branch Manager and team at CIBC Wood Gundy, a full-service brokerage serving high-net-worth clients.
The position is on-site Monday through Friday.
What you'll do
- Manage the branch reception area and provide excellent client service.
- Provide ongoing administrative support to the Branch Manager and branch team.
- Carry out administrative activities and processes associated with branch management.
- Respond to client requests, answer questions, and collaborate with the team to meet client needs.
- Attend local events and participate in marketing and outreach activities to build community awareness and relationships.
- Help connect clients with appropriate opportunities and team members.
- Assist with problem solving and finding resolutions for clients.
- Maintain compliance standards in client dealings and client files.
Who you are
- A degree or diploma in business.
- Canadian Securities Course (CSC) is an asset.
- Strong attention to detail and critical-thinking skills.
- Client-focused, curious, interested in learning, and respectful of different perspectives.
Compensation
- Expected annualized base salary is $49,000 to $54,000.
- The role includes participation in an annual discretionary incentive or bonus program.
Benefits
- CIBC lists banking benefits, a benefits program, a defined benefit pension plan, an employee share purchase plan, vacation, wellbeing support, and a recognition program; some offerings are subject to plan terms.
Workplace
- On-site full-time work is required Monday through Friday.
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