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Administrative Assistant

May 15, 2026

CIBC is building a relationship-oriented bank for the modern world and is seeking a talented Administrative Assistant for their Wood Gundy team. In this role, you will provide administrative support to the Investment Advisor team, manage client investments, and enhance client relationships through exceptional service and organizational skills.

Responsibilities

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
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
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
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

Skills

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
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

Benefits

Competitive compensation
Banking benefit*
Wellbeing support
Employee and family assistance programs
MomentMakers, our social, points-based recognition program

Company Overview

CIBC is a financial service company that offers business solutions. It was founded in 1867, and is headquartered in Toronto, Ontario, CAN, with a workforce of 10001+ employees. Its website is https://www.cibc.com.

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Common Interview Questions And Answers

1. HOW DO YOU PLAN YOUR DAY?

This is what this question poses: When do you focus and start working seriously? What are the hours you work optimally? Are you a night owl? A morning bird? Remote teams can be made up of people working on different shifts and around the world, so you won't necessarily be stuck in the 9-5 schedule if it's not for you...

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When you're working on a remote team, there's no way to chat in the hallway between meetings or catch up on the latest project during an office carpool. Therefore, virtual communication will be absolutely essential to get your work done...

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4. WHAT DO YOU NEED IN YOUR PHYSICAL WORKSPACE TO SUCCEED IN YOUR WORK?

With this question, companies are looking to see what equipment they may need to provide you with and to verify how aware you are of what remote working could mean for you physically and logistically...

5. HOW DO YOU PROCESS INFORMATION?

Several years ago, I was working in a team to plan a big event. My supervisor made us all work as a team before the big day. One of our activities has been to find out how each of us processes information...

6. HOW DO YOU MANAGE THE CALENDAR AND THE PROGRAM? WHICH APPLICATIONS / SYSTEM DO YOU USE?

Or you may receive even more specific questions, such as: What's on your calendar? Do you plan blocks of time to do certain types of work? Do you have an open calendar that everyone can see?...

7. HOW DO YOU ORGANIZE FILES, LINKS, AND TABS ON YOUR COMPUTER?

Just like your schedule, how you track files and other information is very important. After all, everything is digital!...

8. HOW TO PRIORITIZE WORK?

The day I watched Marie Forleo's film separating the important from the urgent, my life changed. Not all remote jobs start fast, but most of them are...

9. HOW DO YOU PREPARE FOR A MEETING AND PREPARE A MEETING? WHAT DO YOU SEE HAPPENING DURING THE MEETING?

Just as communication is essential when working remotely, so is organization. Because you won't have those opportunities in the elevator or a casual conversation in the lunchroom, you should take advantage of the little time you have in a video or phone conference...

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This is a great question because it shows your comfort level with technology, which is very important for a remote worker because you will be working with technology over time...

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