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Overview

Overview

Overview

Overview

What you'll be doing

CIBC’s Wood Gundy team  is the full-service brokerage division of CIBC serving our high net worth clientele. As an Administrative Assistant you will be responsible for providing administrative support to the Investment Advisor team in our Wood Gundy brokerage. You’ll work closely with the team of Advisors as they plan and manage client investments. You’ll play a key part in supporting and servicing high net worth client accounts. You’ll provide ongoing support to a team that goes above and beyond for their clients.  This position is a great opportunity to learn the investment business in a professional, dynamic work environment with one of Canada's leading Brokerage.

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 salary range for this role is $47,420.00 - 59,740.00 CAD Annual.

How you'll succeed

• You have a diploma in Business Administration, Accounting, Finance or a similar field of study.

• You have a minimum of one year of Administrative experience, preferably in finance.

• Administrative Support - Maintain compliance standards in client dealings/client files. Conduct administrative activities and engage in administrative processes associated with supporting the IA(s) and teams. Engage in all marketing and business development activities and assist in the development of investment plans and written proposals for prospects and clients. As determined by the IA, assist in processes to direct assets into suitable financial products based on the client’s risk reward tolerances and demographic profile.

• Client Engagement - Connect on a personal level to make every interaction meaningful. Enhance relationships by collaborating with your team and providing administrative support to ensure client needs are met. Respond to requests by answering questions and providing an exceptional experience.

• Relationship Building - Heighten CIBC brand awareness in your community by attending local events and participating in marketing and outreach activities. Grow your network to create lasting connections that will generate future opportunities. Work closely with your team to connect clients with the right opportunities.

• Organizational Skills - Support Investment Advisors by providing timely responses to client requests and maintaining compliance standards in all files. Enable team success by improving team productivity, proactively uncovering business opportunities, and helping to direct assets into the right financial products.

Who you are

• You put our clients first. You engage with purpose to find the right solutions. You go the extra mile, because it’s the right thing to do.

• You engage with your heart and mind. You care about people and understand different perspectives. You listen and learn from the experiences of others.

• You understand that success is in the details. Your critical thinking skills help to inform your decision making.

• You’re passionate about people. You find meaning in relationships, and surround yourself with a diverse network of partner. You build trust through respect and authenticity.

• Values matter to you. You bring your real self to work and you live our values - trust, teamwork, and accountability.

What CIBC Offers

At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck.

• We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, defined benefit pension plan*, an employee share purchase plan, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.

• Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.

• We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.

*Subject to plan and program terms and conditions

What you need to know

• CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact [email protected]

• You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.

• We may ask you to complete an attribute-based assessment and other skills tests (such as simulation, coding, French proficiency, MS Office). Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us.

Job Location

BC-Victoria, 730 View St., 6th Floor

Employment Type

Regular

Weekly Hours

37.5

Skills

Accountability, Activity Coordination, Interpersonal Communication, Multitasking, Office Administration, Organizational Efficiency, Personal Initiative

As an Administrative Support Assistant, you will be responsible for providing administrative support to one or more Advisors and their teams.  
  
IS THIS ROLE RIGHT FOR YOU
In the role you will:

• Be responsible for onboarding new client relationships through digital account opening and documentation administration 
• Process client requests, account transfers, deposits, withdrawals and payments, requests for tax receipts and account reporting
• Respond to client inquiries and issues in a timely manner and escalating , as required

DO YOU HAVE THE SKILLS
We would love to work with you if you have:

• Experience in the securities industry
• Excellent verbal and written communication
• Strong organizational skills 
• Ability to take initiative, work independently and meet deadlines
• Meticulous attention to detail and excellent time management skills
• Exceptional client service skills

WHAT’S IN IT FOR YOU

• At ScotiaMcLeod we help employees build their futures – where they can be themselves, and win together. With a commitment to diversity and inclusion and a performance-oriented culture that includes coaching, learning, and development – there are endless possibilities. At ScotiaMcLeod– you can make an impact. You help make the futures of our 25 million customers happen. You can find your future here.
• The opportunity to join a forward-thinking organization where you are surrounded by a collaborative team of innovative thinkers. 
• An organization committed to making a difference in our communities– for you and our clients.
• An inclusive working environment that encourages creativity, curiosity and celebrates success. 
• Learning and Development – free access to Scotia Academy to upskill and develop your skills.

Overview

The idealmerchandiser candidate will possess great communication and time management skills, is driven for success and has a passion for quality beer. You will learn multiple aspects of merchandising, sales, and operations, while having the opportunity to represent some of Canada’s favourite brands. 

The Responsibilities : 

• Through a First Choice lens, build and support relationships with key customers, business partners, industry associations, government and suppliers 

• Ensure brilliant execution by building rapport and supporting product standards 

• Install/Replace/Update POP material at the point of sale according to prior agreements or based on brand strategy (racks, price cards, display units, semi-permanent display, permanent display, etc.) 

• Set up displays that have been previously negotiated at head office or store level. Ensure current POP material is visible. 

• Ensure Molson products are in full distribution based on store/head office compliance. 

• Ensure product is rotated and check code dates to ensure no expired product is available for sale. 

• Check pricing to ensure compliance and correct if necessary 

• Observe and record all competitive activity and report accordingly 

• Ensure product quality in assigned accounts – out of code product, torn packaging, etc. 

• Manage shipping and receiving of all POS material fromMolson Coors warehouse 

The Other Qualifications:

• You thrive on challenge. You act with appropriate urgency to various market events and trends that require a quick turnaround in plans and strategy 

• You are confident, diplomatic, professional and exercise great judgment in developing and maintaining excellent business relationships 

• You are deadly serious about execution and take pride in a proven track record in delivering results 

• You are a strong team player that can inspire others ; you respect your commitments, hold yourself and others around you accountable 

• You are focused on the customer ; your constant curiosity fosters your innovative style and you can equally execute ideas given to you 

• You exhibit the Molson Coors “Our Brew” values and demonstrate this daily in your actions and attitude 

• Post-Secondary degree, preference for Marketing or Business related degree 

• 1 - 2 years merchandising or sales experience in the Molson organization and/or other consumer packaged goods organization 

• You must have and maintain a provincial valid driver’s license in good standing with no limitations/restrictions. 

• As part of the recruitment process, the candidates will be required to provide consent to complete a criminal background check and provide a driver’s abstract 

 Work Perks that You Need to Know About: 

• We care about our People and Planetand have challenged ourselves with stretch goals aroundourkey priorities 

• Wecare about our communities, andplay our part to make a difference – from charitable donations to hitting the streets together to build parks,giving back to the community is part of our culture and who we are 

• Engagement with a variety of Business Resource Groups, which can provide volunteer opportunities, leadership experience, and networking through the organization 

• Ability to grow and develop your career centered around our First Choice Learning opportunities 

• Access to cool brand clothing and swag, top eventsand, of course...free beer and beverages! 

• Work within a fast paced and innovative company, meeting passionate colleagues and partners with diverse backgrounds and experiences 

• Industry/Molson Knowledge, as well as Brewery/Product Knowledge

This position is responsible for loading, unloading, shipping, receiving, scanning, sorting, and stocking packages. He/She may utilize heavy machinery to complete tasks. This position performs other tasks as assigned in a fast-paced environment.

Responsibilities:

• Learns and properly executes UPS package handling methods.
• Loads and unloads UPS packages into trailers or package cars .

Qualifications:

• Ability to lift up to 70 lbs./32 kgs.
• Ability to read and memorize postal codes
• Availability to work flexible shirt hours, up to 5 days per week
• Warehouse experience - Preferred

Overview