When you join ScotiaMcLeod, you’ll be empowered to deliver Enriched Thinking®, a unique approach that incorporates your client’s thinking, as well as our thinking, to drive results. You’ll work with a team of specialists to deliver a client-centric approach to wealth management, enabling you to consider all the facets of your client’s life, family and business. With a focus on total wealth planning, and wealth specialists to help you deliver on this unique value proposition, you’ll be enabling clients to see not just the big picture, but all the little ones too.

As an Administrative Support Assistant, your role is to provide administrative support to one or more Advisors and their teams.  

IS THIS ROLE RIGHT FOR YOU

In the role you will:

1. Ensure a high level of non-trade client service by:

• Acting as receptionist by answering phones and greeting clients
• Arranging client meetings including venues, preparing printed materials and handling schedule changes
• Assisting with Advisor seminars by booking venues, scheduling guests, greeting clients, arranging for refreshments etc.
• Following up on client meetings and entering notes in contact management system
• Processing client requests, account transfers, deposits, withdrawals and payments, requests for tax receipts and account reporting
• Responding to client inquiries and issues in a timely, responsive manner and escalating to Advisor when appropriate

2. Provide administrative support by:

• Processing client account documentation
• Assisting in writing and processing clients’/prospects letters and proposals
• Ordering marketing materials
• Maintaining client files and information on the appropriate systems
• Opening new accounts and processing new account documentation
• Processing account transfer documentation and follow up to ensure receipt
• Following up on outstanding documentation for restricted accounts
• Ensuring all client interaction is accurately documented
• Gathering deferred sales charge (DSC) information
• Ensuring adherence of all regulatory rules as it relates to client accounts and related documentation
• Following up with clients on missing documentation required as per the industry regulatory requirements

3. Contribute to the effective functioning of the branch team by:

• Building effective working relationships across the team and with various business line and corporate function contacts
• Maintaining a high level of customer service
• Facilitating a culture of open and honest communication
• Actively participating and contributing to touch bases and team meetings
• Encouraging the generation of new ideas and approaches
• Actively sharing knowledge and experience to enhance the development of all team members
• Developing and executing a meaningful employee development plan

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

• Excellent written and verbal communication skills
• Strong organizational skills
• Ability to take initiative and work independently
• Ability to meet deadlines
• Knowledge of Microsoft systems: Word, Excel and PowerPoint
• Secondary education

Working Conditions  

The role operates within a standard office environment.

Pursuant to a language needs assessment conducted by Scotiabank, the successful candidate will be required to be able to communicate in English and French as they will be required to work closely with other groups from head office who operate primarily in English, and they will serve and English-speaking clientele.

#SWM

As a Regional Administrative Specialist, you will be responsible for providing administrative and operational support to assist Financial Advisors and Portfolio Managers in maintaining high standards of service for all MD clients. 

Is this role right for you? In this role you will:

• Be accountable for the preparation and processing of client documentation and inputting transaction requests as directed by Advisors and Portfolio managers 
  Work with Advisors, as well as a larger regional team of Administrators 
  Be responsible for maintaining the currency and accuracy of the client contact database, ensuring all applicable information and notes are recorded correctly 
  Play an important role in booking and preparing files for client meetings, responding to time-sensitive requests from Advisors during client meetings, preparing correspondence and ensuring a quick and efficient response to all inquiries from current and prospective clients regarding MD products and services 
  Maintain a follow-up system for inquiries and issues, ensuring expeditious resolution based on MD specified service standards 
  Support and participate in the research and resolution of a variety of client concerns as well as contributing to special projects, as required 
  Ensure that monthly compliance-related tasks, such as compliance reporting logs and following up on non-compliant paperwork, are completed efficiently 
  Liaise with Accountants and third parties to provide tax documents or statements as requested 
  Perform general office duties, including reception coverage, when required 
   
  Do you have the skills that will enable you to succeed in this role? – We’d love to work with you if you have:

• College diploma in business, commerce or equivalent
  Demonstrated knowledge of the financial services industry and rules regarding estates, trusts, RESPs, RDSPs, FHSAs RRSPs/RRIFs, TFSAs, non-registered investments, and applicable tax-related issues 
  Proficiency with Microsoft Office Suite 
  Working knowledge of CRM2 
  Canadian Securities Course (CSC) & Conduct and Practice Handbook (CPH) are considered assets
  A dedication to client service
  Strong organizational skills
  Strong attention to detail and follow-through skills
  Excellent verbal and written communication skills
  Initiative and are resourceful
  An ability to work independently or effectively within a team
  An ability to manage multiple priorities in a fast- paced environment
  An ability to effectively manage change
  A focus on achieving results  

Pursuant to a language needs assessment conducted by Scotiabank, the successful candidate will be required to be able to communicate in English in  addition to French because they will be required to work closely with other groups from head office who operate primarily in English, they will report to a manager from head office who is an English speaker, and/or they will serve an English-speaking clientele.

Location(s):  Canada : Quebec : Montreal || Canada : British Columbia : Vancouver || Canada : Nova Scotia : Halifax || Canada : Ontario : Ottawa || Canada : Ontario : Toronto

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 Mailbox.careers-carrieres@cibc.com

• 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

Montreal-1 Place Ville Marie

Employment Type

Regular

Weekly Hours

37.5

Skills

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

What you’ll be doing

As a member of CIBC Wood Gundy, you will be responsible for building and growing Wood Gundy client portfolios through specialized relationship management, reliable investment advice and exceptional client service. As a Administrative Associate, you will work closely with a team of CIBC Wood Gundy Investment Advisors to help them manage their portfolios and build new business relationships. You will communicate directly with high net worth clients to provide support, identify opportunities and proactively enhance the client experience.
 

At CIBC we enable the work environment most optimal for you to thrive in your role. Details on your work arrangement (proportion of on-site and remote work) will be discussed at the time of your interview.
 

How you’ll succeed

• Administrative Support - Maintain compliance standards when dealing with clients or handling client files. Perform administrative duties and participate in administrative processes related to Investment Advisor and team support. Assist in the development of investment plans and written proposals for current and prospective clients. Assist with processes to redirect assets to appropriate financial products based on client risk tolerance and demographic profile as determined by the Investment Advisor.

• Client Engagement - Focus on each client's experience and connect on a personal level to make every interaction meaningful. Anticipate client needs and communicate promptly with your team to build trust and deepen client relationships. Identify activities, processes, and opportunities to improve the client experience. Follow through on requests by answering questions and providing an exceptional experience.

• Critical Thinking - Verify documents in accordance with established signature delegation procedures to confirm that documents received from clients are complete and properly signed. Review complex legal agreements related to cash management products to enable the implementation of new products and changes to existing products. Close gaps in signing authority documents, escalate unresolved issues, enforce policies, or engage appropriate internal partners to facilitate resolution. 

• Organizational Skills - Support your Advisor by responding quickly to client requests and maintaining compliance standards on all files. Drive team success by improving team productivity, proactively uncovering business opportunities, and assisting in the allocation of assets to the right financial products.

Who you are

• You put clients first. You communicate to find the right solutions. You exceed expectations because it's the right thing to do.

• You are a certified professional (an asset) You are an Investment Representative (IR) and your license is in good standing and therefore you completed the Canadian Securities Course (CSC) and the Standards of Conduct Manual (CPH). It is an asset to have your Options and Derivatives (DFOL) license.

• You put your heart into your work. You care about people and respect different points of view. You listen to others and learn from their experience.

• You understand that every detail counts. You notice things that others don't. Your critical thinking skills help inform your decision-making. 

• You make sense of data. You enjoy studying complex problems and interpreting information. You are confident in your ability to communicate detailed information in a powerful way. 

• Experience in the financial services and brokerage industry and a working knowledge of various listing instruments are required.

• Values matter to you. You are your own person at work and embody our values of trust, teamwork, and accountability.

• You’re fluent in French and English to serve our clients in the community.

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 Mailbox.careers-carrieres@cibc.com

• 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

Montreal-1 Place Ville Marie

Employment Type

Regular

Weekly Hours

37.5

Skills

Analytical Thinking, Business Development, Business Documentation, Customer Experience (CX), Developing Proposals, Financial Products, Investment Portfolios, Marketing Activities, Transaction Banking, Work Collaboratively

What you’ll be doing

As a member of CIBC Wood Gundy, you will be responsible for building and growing Wood Gundy client portfolios through specialized relationship management, reliable investment advice and exceptional client service. As a Administrative Associate, you will work closely with a team of CIBC Wood Gundy Investment Advisors to help them manage their portfolios and build new business relationships. You will communicate directly with high net worth clients to provide support, identify opportunities and proactively enhance the client experience.
 

At CIBC we enable the work environment most optimal for you to thrive in your role. Details on your work arrangement (proportion of on-site and remote work) will be discussed at the time of your interview.
 

How you’ll succeed

• Administrative Support - Maintain compliance standards when dealing with clients or handling client files. Perform administrative duties and participate in administrative processes related to Investment Advisor and team support. Assist in the development of investment plans and written proposals for current and prospective clients. Assist with processes to redirect assets to appropriate financial products based on client risk tolerance and demographic profile as determined by the Investment Advisor.

• Client Engagement - Focus on each client's experience and connect on a personal level to make every interaction meaningful. Anticipate client needs and communicate promptly with your team to build trust and deepen client relationships. Identify activities, processes, and opportunities to improve the client experience. Follow through on requests by answering questions and providing an exceptional experience.

• Critical Thinking - Verify documents in accordance with established signature delegation procedures to confirm that documents received from clients are complete and properly signed. Review complex legal agreements related to cash management products to enable the implementation of new products and changes to existing products. Close gaps in signing authority documents, escalate unresolved issues, enforce policies, or engage appropriate internal partners to facilitate resolution. 

• Organizational Skills - Support your Advisor by responding quickly to client requests and maintaining compliance standards on all files. Drive team success by improving team productivity, proactively uncovering business opportunities, and assisting in the allocation of assets to the right financial products.

Who you are

• You put clients first. You communicate to find the right solutions. You exceed expectations because it's the right thing to do.

• You are a certified professional (an asset) You are an Investment Representative (IR) and your license is in good standing and therefore you completed the Canadian Securities Course (CSC) and the Standards of Conduct Manual (CPH). It is an asset to have your Options and Derivatives (DFOL) license.

• You put your heart into your work. You care about people and respect different points of view. You listen to others and learn from their experience.

• You understand that every detail counts. You notice things that others don't. Your critical thinking skills help inform your decision-making. 

• You make sense of data. You enjoy studying complex problems and interpreting information. You are confident in your ability to communicate detailed information in a powerful way. 

• Experience in the financial services and brokerage industry and a working knowledge of various listing instruments are required.

• Values matter to you. You are your own person at work and embody our values of trust, teamwork, and accountability.

• You’re fluent in French and English to serve our clients in the community.

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 Mailbox.careers-carrieres@cibc.com

• 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

Montreal-1 Place Ville Marie

Employment Type

Regular

Weekly Hours

37.5

Skills

Analytical Thinking, Business Development, Business Documentation, Customer Experience (CX), Developing Proposals, Financial Products, Investment Portfolios, Marketing Activities, Transaction Banking, Work Collaboratively

ScotiaMcLeod, a pillar of Scotia Wealth Management®, has earned its reputation for integrity through excellent service and sound investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protect and grow their clients' assets. 

By joining ScotiaMcLeod, you will embrace the unique Thinking with Meaning™ approach, which combines the client's perspective with our own to deliver the desired results. You will work with a team of wealth management specialists with a client-centric approach, considering all aspects of their personal, family, and professional lives. By leveraging comprehensive wealth planning and the strength of a team of specialists to help you deliver on this unique value proposition, you will help clients gain a complete view of their situation from all angles.

Primarily, the administrative associate assists the advisor with the day-to-day operations and administration of the business. They may assist more than one advisor, for several types of businesses. 
 

Is this position right for you? In this role, you will  :

1. Ensure a high level of customer service: 

• Assist the advisor in the regular review of client portfolios to define client needs for the services of the expert team
• Review the portfolio to ensure it matches the current or updated risk profile and aligns with the applicable investment program
• Gather research materials and product information from internal and external sources
• Place client orders in accordance with client or advisor instructions
• Maintain awareness of trading rules and activities as they relate to client accounts

2. Ensure efficient administration for the client:

• Follow up with clients regarding missing documents that are required in accordance with regulatory requirements applicable to the sector 
• Maintain client records and information in appropriate systems 
• Review current transactions and all entries in the system to ensure their timeliness and accuracy
• Respond promptly to customer inquiries 
• Resolve client issues and complete client transactions quickly and accurately; escalate issues to the advisor when appropriate
• Provide instructions regarding withdrawals, deposits, exchanges and transfers in accordance with the client's or advisor's instructions
• Ensure all customer interactions are accurately recorded
• Understanding Document Requirements for All Account Types

3. Provide assistance to the advisor regarding marketing:

• Identify opportunities to raise additional assets or increase revenue from existing clients (e.g., referrals, asset consolidation, insurance, and others) 
• Write, distribute and maintain marketing materials
• Organize client events, including dinner and training sessions, seminars, and client appreciation events
• Maintain and coordinate electronic marketing activities 
• Manage the approval process for all marketing-related communications and all mass communications 

4. Support the growth of the advisor's business: 

• Review and reduce all restricted accounts 
• Manage the bank recommendation process
• Help with the production of ideas 
• Review daily commission reports and follow up on unpaid commissions
• Identify and track growth bonus payments made 
• Prepare, analyze and present to the advisor, in particular, reports and recommendations, financial plans and concepts, insurance, annual summaries of operations
• Formulate recommendations aimed at improving business processes and increasing the value of the client portfolio and regarding the use of our team of experts

5. Contribute to the efficient functioning of the branch team:

• Build effective working relationships among team members as well as with representatives from various business sectors and functions
• Provide high quality customer service 
• Foster a culture of open and honest communication
• Actively participate in all contact activities and team meetings
• Encourage the production of new ideas and new ways of doing things 
• Actively share knowledge and experience to develop the skills of all team members
• Develop and implement a relevant employee development plan 

Do you have the skills that will make you successful in this role? - We would love to work with you if you have:

• Excellent written and oral communication skills
• Excellent organizational skills
• Initiative and autonomy
• Ability to meet deadlines
• Knowledge of compliance regulations applicable to the industry and the company
• Willingness to receive instructions from the advisor(s) regarding client transactions
• Canadian Securities Course (CSC)
• Course on the Manual on Standards of Conduct (MSC)
• Training program for investment representatives
• Post-secondary education

Working conditions

• Work is done in a standard office.

 “In accordance with a language needs assessment conducted by Scotiabank, the successful candidate must be able to communicate in English and French, as they will be serving an English-speaking clientele.”

As a member of CIBC Wood Gundy, you will be responsible for building and growing Wood Gundy client portfolios through specialized relationship management, reliable investment advice and exceptional client service. As a Administrative Associate, you will work closely with a team of CIBC Wood Gundy Investment Advisors to help them manage their portfolios and build new business relationships. You will communicate directly with high net worth clients to provide support, identify opportunities and proactively enhance the client experience.
 

At CIBC we enable the work environment most optimal for you to thrive in your role. Details on your work arrangement (proportion of on-site and remote work) will be discussed at the time of your interview.
 

How you’ll succeed

• Administrative Support - Maintain compliance standards when dealing with clients or handling client files. Perform administrative duties and participate in administrative processes related to Investment Advisor and team support. Assist in the development of investment plans and written proposals for current and prospective clients. Assist with processes to redirect assets to appropriate financial products based on client risk tolerance and demographic profile as determined by the Investment Advisor.

• Client Engagement - Focus on each client's experience and connect on a personal level to make every interaction meaningful. Anticipate client needs and communicate promptly with your team to build trust and deepen client relationships. Identify activities, processes, and opportunities to improve the client experience. Follow through on requests by answering questions and providing an exceptional experience.

• Critical Thinking - Verify documents in accordance with established signature delegation procedures to confirm that documents received from clients are complete and properly signed. Review complex legal agreements related to cash management products to enable the implementation of new products and changes to existing products. Close gaps in signing authority documents, escalate unresolved issues, enforce policies, or engage appropriate internal partners to facilitate resolution. 

• Organizational Skills - Support your Advisor by responding quickly to client requests and maintaining compliance standards on all files. Drive team success by improving team productivity, proactively uncovering business opportunities, and assisting in the allocation of assets to the right financial products.

Who you are

• You put clients first. You communicate to find the right solutions. You exceed expectations because it's the right thing to do.

• You are a certified professional (an asset) You are an Investment Representative (IR) and your license is in good standing and therefore you completed the Canadian Securities Course (CSC) and the Standards of Conduct Manual (CPH). It is an asset to have your Options and Derivatives (DFOL) license.

• You put your heart into your work. You care about people and respect different points of view. You listen to others and learn from their experience.

• You understand that every detail counts. You notice things that others don't. Your critical thinking skills help inform your decision-making. 

• You make sense of data. You enjoy studying complex problems and interpreting information. You are confident in your ability to communicate detailed information in a powerful way. 

• Experience in the financial services and brokerage industry and a working knowledge of various listing instruments are required.

• Values matter to you. You are your own person at work and embody our values of trust, teamwork, and accountability.

• You’re fluent in French and English to serve our clients in the community.

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 Mailbox.careers-carrieres@cibc.com

• 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

Montreal-1 Place Ville Marie

Employment Type

Regular

Weekly Hours

37.5

Skills

Analytical Thinking, Business Development, Business Documentation, Customer Experience (CX), Developing Proposals, Financial Products, Investment Portfolios, Marketing Activities, Transaction Banking, Work Collaboratively

Under the supervision of the Vice President, Legal Affairs, Dairy Division (United States), you will provide administrative support to a team of lawyers. Your attention to detail and organizational skills will be essential in the production of various agreements and documents.

How You Will Make Contributions That Matter: 

• Providing administrative support to the legal team
• Tracking invoices and managing entries in the Ariba accounting system
• Maintaining the department's budget
• Assisting in the preparation of various legal documents
• Editing documents (handwritten or dictated)
• Using technological tools for the preparation and signature of contracts (DocuSign and others)
• Managing calendars, correspondence, and necessary follow-ups
• Opening and closing files
• Keeping internal records and databases up to date
• Planning and booking travel, as needed
• Preparing expense reports
• Performing any other related tasks

You Are Best Suited for The Role If You Have the Following Qualifications:

• A minimum of 3 to 5 years of experience in a similar position
• Excellent proficiency in Excel and MS Office Suite (Word, PowerPoint, Outlook, SharePoint) and Adobe Acrobat
• Strong interest in using technology
• Ability to anticipate needs, take initiative and work independently
• Tact, excellent judgment, great attention to detail, accuracy, discretion, and autonomy
• Customer service orientation and strong collaboration skills
• Ability to work under pressure
• Professionalism and sense of priorities
• Good organizational skills, and professional curiosity
• Spoken and written bilingualism (French and English) is essential. The candidate will need to communicate and collaborate with colleagues and other stakeholders by email and phone, in Quebec, the rest of Canada, and/or North America
• Knowledge of the Ariba accounting system is a definite asset

As part of their duties, the incumbent will have to communicate and collaborate in English, both orally and in writing with colleagues or other stakeholders in Quebec as well as in the rest of Canada or in North America.

We support and care for our employees and their families by providing:

• Competitive salaries
• A hybrid work environment with the possibility to work from home 2 days a week
• Advantageous corporate agreements
• Full range of group insurance benefits
• Group retirement pension plan with employer contribution
• Purchase option of company stocks
• Group RRSP
• Health and wellness program in the workplace
• Assistance program for employees and their families
• Saputo products at a discounted price

Salary Range : $47,320 - $62,110

*Salary offers will vary commensurate with experience, education, skills, and training.

We support employment equity. Saputo strives to embed diversity and inclusion in its operations and invites candidates from all horizons to join its family.

The Assistant Branch Coordinator is responsible for supporting the branch management team in achieving excellent results through efficient operations and administration. They may also be required to provide support to the Branch Systems Administrator.

Is this position right for you? For this position, you will need to

1. Participate in support staff management activities:

• Resolve issues that have been brought to his attention
• Regularly recognize the quality of employees' work
• Act as a resource person who can provide information, names and instructions regarding questions and escalation of issues

2. Assist the branch management team:

• Complete all administrative tasks, including filing, storing and distributing reports
• Process all charges and follow up on outstanding issues
• Build spreadsheets and maintain databases as needed
• Carry out new broadcasts or assist management in doing so
• Compile documents relating to compliance issues
• Coordinate and monitor daily and monthly supervision requests as directed by the Branch Manager
• Maintain compliance-related spreadsheets (insiders and clients holding controlling interests, among others)
• Complete and submit the monthly error report
• Maintain the research report distribution system
• Assist in the execution and implementation of processes to ensure compliance with company policies and industry regulations
• Administer customer accounts in branch (house accounts)
• Coordinate the maintenance of facilities
• Schedule branch meetings, which may include external speakers
• Assist with interviews with support staff
• Ensure the quality and efficiency of branch activities
• Welcome new experienced advisors and their team, acting as a resource person and liaison officer
• Work to resolve system issues that have been escalated to the branch systems administrator

3. Contribute to the efficient functioning of the branch team:

• Build effective working relationships among team members as well as with representatives from various business sectors and functions
• Provide high quality customer service
• Foster a culture of open and honest communication
• Actively participate in all contact activities and team meetings
• Encourage the production of new ideas and new ways of doing things
• Actively share knowledge and experience to develop the skills of all team members
• Develop and implement a relevant employee development plan

Do you have the skills to succeed in this position? We would be happy to work with you if you meet the following requirements: 

• Excellent written and oral communication skills
• Excellent organizational skills
• Initiative and autonomy
• Ability to meet deadlines
• Ability to multitask
• Knowledge of Microsoft software: Word, Excel and PowerPoint
• Experience in the sector
• Post-secondary education
• Investment Representative (IR) license is an asset or obtaining the license within 15 months of hire, which includes:
  • Canadian Securities Course (CSC),
  • Course on the Manual on Standards of Conduct (MSC)
  • Training courses for investment representatives
  • ScotiaMcLeod 30-Day In-House Training Program

What do you have to gain from it?

• A dynamic and flexible working environment.
• The ability to build long-term relationships with clients by providing exceptional advice and service.
• The ability to deliver an excellent customer experience.
• A corporate culture that emphasizes diversity, respect and inclusion.

“In accordance with a language needs assessment conducted by Scotiabank, the successful candidate must be able to communicate in English and French, as they will be serving an English-speaking clientele.”

Location(s): Canada : Quebec : Montreal

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. Details on your work arrangement (proportion of on-site and remote work) will be discussed at the time of your interview.

How you'll succeed

• 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.

• You're fluent in French and English to support business operations outside of Quebec, Canada.

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 Mailbox.careers-carrieres@cibc.com

• 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

QC-Montréal, 600 De Maisonneuve W Blvd, Suite 3050

Employment Type

Regular

Weekly Hours

37.5

Skills

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