Branch Administrator, Wood Gundy

1 week ago

Oakville, Ontario, Canada CIBC Full time
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

What You'll Be Doing


As the Branch Administrator, you will part of the CIBC Wood Gundy team and you will be accountable for effectively managing all administrative aspects of Wood Gundy branch operations.

This will include hiring, management and supervision of non-commissioned branch staff, operational and administrative support to the branch and Investment Advisors, oversight of transactional banking functions, consistent demonstration of high levels of internal and external client service, adherence to compliance and audit requirements and maintenance of branch profitability.


  • At CIBC we enable the work environment most optimal for you to thrive in your role. Details on your work arrangement will be discussed at the time of your interview._


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.

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 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.- 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 knowYou need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.

Job Location

ON-Oakville Upper Middle Road, 6th Floor

Employment Type

Regular

Weekly Hours

37.5

Skills:

Banking Operations, Coaching, Customer Experience (CX), Office Administration, People Management, Performance Management (PM), Prioritization

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