We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients.
At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute.
To learn more about CIBC, please visit CIBC.com
What You’ll Be Doing
As the Branch Administrator, you will be a part of the CIBC Wood Gundy team and you will be accountable for effectively managing administrative aspects of Wood Gundy branch operations. This will include hiring, assisting with management and supervision of non-commissioned branch staff, operational and administrative support to the branch and Investment Advisors. Responsibilities will also include overseeing branch reception, facilitating transactional banking functions, and ensuring customer service standards and operational procedures are communicated and maintained as a liaison with many departments.
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.
How You’ll Succeed
- Operations/Administration – Oversee and manage day to day branch operations and administration including maintenance of office equipment and supplies, and coordination of office functions and events. Identify opportunities for increased efficiency and monitor and control branch budget and expenses to ensure profitability. Review and process accounts payable for Branch Manager approval, as well as monitor branch summary of revenue and expenses.
- Sales Support & Customer Service – Assist Branch Manager to perform Investment Advisor duties such as taking buy/sell orders of T-Bills, Corporate Paper, Bankers Acceptances, Mutual Funds, stocks and bonds. Write up trade tickets ensuring accuracy of all particulars pertaining to a trade. Coordinate and notify brokers of new stock and bond issues, cease trades and halt trading. Ensure customer service standards and operational procedures are communicated and maintained by liaising among many departments within Wood Gundy.
- People Management – Assist with overseeing the hiring, training, scheduling, supervision and performance management of all support staff in the branch. Support Branch Manager in cultivating a performance oriented culture and develop strong employee relations with support staff by treating employees fairly and consistently and maintaining excellent communication.
Who You Are
- You’re a certified professional. You have successfully completed the Canadian Securities Course (CSC) and Conduct & Practices Handbook (CPH), in order to obtain Investment Representative (IR) licensing.
- You have experience as an Administrative Assistant/Associate working with a full-service investment and wealth management firm.
- You have demonstrated experience in the financial service brokerage industry. You have strong organizational and administrative skills to deal with numerous activities in a fast-paced brokerage, with varying degrees of priority.
- You're passionate about people. You have strong management and interpersonal skills to effectively manage and coach support staff. You have the ability to meet the needs of staff in a highly competitive environment where staff and client mobility is high.
- You are a strong communicator. You are able to communicate effectively to staff and clients and have problem solving skills sufficient to resolve numerous issues and conflicts.
- preference will be given to applicants who have experience approving transactional requests, such as wires, EFT’s, deregistration from registered accounts, etc
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
333 Bay Street, 28th floor
Employment Type
Regular
Weekly Hours
37.5
Skills
Banking Operations, Coaching, Customer Experience (CX), Customer Service, Office Administration, People Management, Performance Management (PM), Prioritization, Transaction Banking
