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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 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

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

The Technician III is responsible for performing preventative and corrective maintenance, routine and on-demand services on facility mechanical and electrical equipment and systems for the designated facility.

Please note, this opportunity is for a full-time and on-site position located in Victoria, BC. 

KEY DUTIES & RESPONSIBILITIES

Inspection and Maintenance

• Performs regular facility, facility mechanical and electrical equipment and systems monitoring and inspection, preventative and corrective maintenance to ensure facility uptime objectives are met, uninterrupted client operation and asset integrity of assigned facilities are maintained. 
• Inspects assigned facilities by conducting facility walkthroughs, mechanical and electrical equipment and systems monitoring
• Maintains, troubleshoots and repairs mechanical and electrical building systems. 
• Responds to routine and on-demand service requests 
• Ensures work completed meets quality and contract response requirements
• Assists in the implementation of preventative maintenance (PM) program.
• Participates in and assists with facility-related projects. 
• Ensures the manner in which work is performed is in compliant with corporate and legislated policies, procedures, practices and guidelines related to environmental, health and safety, fire protection and any other applicable requirements

Records and Reporting

• Records resolution data within service maintenance management database. 
• Receives, tracks, monitors and reports status of maintenance and repair work within service maintenance management database. Initiates documents to authorize or obtain formal approval of work required. 
• Ensures that deficiencies are identified, recorded and escalated, and that related documentations are maintained. 
• Submits all expenditures on a timely basis

Asset Management

• Maintains all assigned tools and arranges for repair and replacement where required

Other

• Assists in enhancing tenant and customer satisfaction and maintaining positive relations through manner in which work is performed and services delivered. 
• Other duties as assigned

Work Requirements 

• Must be able and willing to work shifts, be available for on-call/standby and emergency call-outs as they arise.
• Must be willing to wear personal protective equipment 

KNOWLEDGE & SKILLS

• 1-3 years of facility operations and maintenance work experience 
• High school diploma plus trades training and certification or licensing 
• Strong ability to adhere and to properly execute processes and practices relating to facility operations and maintenance 
• Ability to maintain, troubleshoot and repair mechanical and electrical building systems and equipment
• Strong building mechanical and electrical equipment and system troubleshooting and resolution skills 
• Current knowledge of fire, life, safety and building codes and standards and ability to research and apply related codes and standards 
• Possesses a strong environmental, health and safety mindset. Ability to perform work in a safe manner
• Strong client-service orientation along with a high sense of urgency
• Effective communication skills for the purpose of data relay, exchange, feedback, and clarification

Licenses and/or Professional Accreditation considered a strong asset:

• Power Engineer Certification
• Facilities Technician Certification 
• Systems Maintenance Technician through Building Owners and Managers Institute (BOMI) 
• Systems Maintenance Administrator through Building Owners and Managers Institute (BOMI)

In addition: 

• Must meet security clearance requirements

This is a regular, full-time position with a salary range of $29.13 - 34.27 per hour. The starting salary will be based on the successful candidate’s competencies, including but not limited to experience, education and performance related to this role.

Overview

Overview

Overview

03/29/2025

Address:

730 View Street

We are looking for a long-term support centric professional who is keen on being the keystone of a highly productive book of business. This is not a stepping stone opportunity to become an Investment Advisor, we are looking for an operations specialist who excels and loves creating solutions and providing exceptional white glove service to our clients.

Supporting BMO Nesbitt Burns / BMO Private Wealth , this role supports a high performing Advisory Team with day-to-day administration, transaction processing and provides exceptional client service to support achievement of business objectives.

• Books meetings with new prospects and prepares introductory package for the prospect/referral.
• Coordinates marketing activities on behalf of the advisory team, including website, social media initiatives, client recognition for meaningful life events, and the planning of client events.
• Schedules and helps prepare client portfolio reviews for the Investment Advisors including setting up client calls, scheduling meetings, preparing reviews and provides updates to IA.
• Follows up on client inquiries, account maintenance, new accounts set-up, transfers and remitting funds from registered and non-registered accounts upon client’s request.
• Resolves client complaints in a timely and effective manner; escalates as required.
• Accepts and executes client initiated trades over the phone or in person and provides stock information as requested.
• Handles clients’ general day-to-day requests and inquiries including basic money movement (e.g., wires, transfers), technology issues, and account opening and update, and follows up in a timely and confidential manner.
• Generates reports and documents for IAs and clients as requested and processes items for client accounts and files.
• Maintains and organizes client database and client files.
• Monitors incoming and outgoing assets and notifies IA of required actions to rebalance portfolios.
• Administers and processes documentation related to client files and regulatory requirements.
• Monitors redocumentation of client accounts on regular cycle to ensure client information and documentation is up-to-date.
• Assist in ensuring transactions and tasks are appropriately assigned to team members and completed where required.
• Provides team members with support on technology issues, use of new technology, and general inquiries and escalations related to policies, procedures, and processing.
• Gathers and distributes information on updates to training, guidelines, technology, and other business related information.
• Develops rapport and instills confidence with the client to promote a positive client experience.
• Follows through on the risk and compliance processes and policies to ensure we safeguard our customers’ assets, maintain their privacy and act in their best interests.
• Comply with all regulatory, legal, and ethical requirements as outlined in the Firm's policies and training modules.
• Maintains the confidentiality of client and Bank information.
• Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees.
• Analyzes issues and determines next steps.
• Broader work or accountabilities may be assigned as needed.

Qualifications:

• Typically between 3 – 5 years of relevant experience and/or certification in related field of study or an equivalent combination of education and experience.
• Knowledge of investment process and procedures.
• Knowledge of investment products and services is preferred.
• Knowledge of compliance practices and regulations.
• Knowledge of Financial/Retirement planning.
• Successful completion of the Canadian Securities Course & Conduct and Practices Handbook will be a requirement of the position.
• Current Investment Representative registration or requirement to fulfill registration requirements to become as Investment Representative (IR).
• Excellent verbal & written communication skills.
• Strong organization skills required.
• Ability to collaborate and work well in a team environment.
• Strong analytical and problem solving skills.

$32,700.00 - $48,600.00

Overview

Overview

Diversity and inclusion play a vital role in ensuring health equity for patients across Canada. We are committed to reflecting Canada’s population in our organization and fostering an environment where all employees can be their authentic selves, with equal opportunities to succeed and contribute.