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Provide administrative and client-support to Investment Advisors in CIBC Wood Gundy. Maintain compliance in client files, assist with proposals and asset direction, support marketing/outreach, respond to client requests, and improve team productivity.

Work on-site in a banking centre building client relationships, assess financial goals, recommend banking, credit, investment and protection solutions, drive sales results, perform outreach and marketing, and introduce clients to digital/mobile banking tools. Flexible hours and travel between nearby centres required.

As a Mobile Mortgage Advisor at CIBC, you'll engage with clients to provide mortgage solutions, develop new business opportunities, and build community connections while focusing on client experience and personalized service.

As a Mobile Mortgage Advisor, you will engage with clients to provide mortgage advice, develop business opportunities, and build community connections, all while working flexibly in a client-oriented role.

As a Mobile Mortgage Advisor, you will engage clients, develop business strategies, and enhance community connections to provide mortgage solutions.

As an Administrative Assistant, you'll provide administrative support to Investment Advisors, manage client interactions, and facilitate investment plans, enhancing team productivity and client relations.