Associate Branch Manager

7 days ago

Mississauga, 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

Job Description:


As Wealth Management continues to focus on its strategic objectives of enhancing the client relationship and driving asset growth, the Associate Branch Manager plays a key role in leading and motivating their team to deliver a superior client experience through an integrated wealth management offer.

Through strong sales leadership, Associate Branch Managers are responsible for building a culture of excellence by collaborating with partners and coaching Advisors as they build high quality practices.

Their efforts are critical in driving strategic business initiatives such as succession planning, talent acquisition and development of staff to position the business for future success.


Key focus will include:

  • Enterprise focused Leadership
  • Profitable sustainable growth
  • Client experience and engagement
  • Talent Management
  • Risk Management
  • Succession Planning
Key Accountabilities

Sales Leadership and Management

  • Work with the Branch Manager to leverage relationships with CIBC partners to maximize opportunities to meet client needs (i.e. Commercial Banking, Business Banking, Private Wealth Management, and Retail Distribution)
  • Build a culture of collaboration across multiple client offers (One CIBC) so that clients are served by those best able to meet their financial goals
  • Develop a clientcentric management culture with a strong focus on creating value for clients; through emphasis on a strong advisory focus, sales, risk management and performance orientation
  • Lead and coach a high performing sales team of Investment Advisors and supporting team members (i.e. Associate Investment Advisors) to achieve high performance standards and deepen client relationships and consolidate business to CIBC
  • Facilitate and/or provide support and training to ensure the sustainment and effective use of advisory and client relationship management tools
  • Monitor the branch's business performance against plan and implement action plans to close any gaps
  • Champion CIBC within the community to deepen existing client relationships and develop new ones
  • Build CIBC Wood Gundy's market profile through active involvement in the community, with key industry associations, advocates and clients
  • Implement & ensure execution on the firm's key strategic initiatives
Client Experience and Satisfaction

  • Improve the overall client experience by role modeling how to deepen client relationships,
meet clients financial needs and provide a high standard of customer service

  • Coach employees to introduce clients to the employee best able to meet their needs or to refer them to the appropriate partner (e.g. CIBC Private Investment Counsel, Private Banking, Imperial Service)
  • Encourage clients to adopt selfservice channels to complement their transactional needs (Investors Edge)
  • Role model how to address client complaints and concerns and resolve them quickly to ensure a positive client experience
Relationship Management

  • Establish relationships with peers and others to share ideas, for informal coaching and for mentoring
  • Work collaboratively with partners to maximize market opportunities, overall branch growth and profitability
  • Manage relationships with other areas of the Bank who provide support services to the branch to ensure effective and efficient operations
People Management

  • Act as a champion of CIBC vision and values to create "One Team, One CIBC" and ensure employee adherence
  • Communicate, promote and reinforce the strategy and key messages of the firm
  • Work with employees to understand their capabilities and skills, and provide regular coaching to help them develop
  • Help create future opportunities for employees by providing development opportunities such as job shadowing, special projects, and training
  • Recognize and reward successes to influence improved performance and employee commitment to the organization
  • Provide fair and accurate formal and informal feedback. Identify and remove obstacles to performance. Explain how performance expectations align with business priorities
  • Proactively recruit high potential employees within the community
  • Partner with Human Resources on all employee issues or concerns
Governance and Controls

  • Protect our Bank, our clients and our shareholders by managing and minimizing the bank's exposure to risk by ensuring compliance with regulatory activities and guidelines and by ensuring that employees adhere to established policies, practices and procedures
  • Ensure that clients are provided with the most appropriate fin

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