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Cibc- Branch Manager, Wood Gundy
3 months ago
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**:
What you’ll be doing
As Wealth Management continues to focus on its strategic objectives of enhancing the client relationship and driving asset growth, the Branch Manager, Wood Gundy (BMIC) plays a key role in leading and motivating their team to deliver a superior client experience through an integrated wealth management offer. Managing the 1250 Boul René-Lévesque branch and the Rouyn sub-branch, the Branch Manager, Wood Gundy (BMIC) is a comprehensive professional responsible for improving the overall client experience by role modeling how to deepen client relationships, meet clients’ financial needs and provide a high standard of customer service. The role manages financial and people resources across all areas of influence, building a culture of excellence by collaborating with partners and coaching a team to build a high quality practice. The Branch Manager, Wood Gundy (BMIC) drives strategic business initiatives such as succession planning, talent acquisition and development of staff to position the business for future success.
The role adaptively provides new solutions to achieve results, developing a client-centric management culture with a strong focus on creating value for clients through emphasis on a strong advisory focus, risk management and performance orientation.
The role leads in the development of innovative methods, techniques and evaluation criteria to achieve broad objectives. As a manager of people, this role has the authority to assign tasks to employees within their span of control (25-35 direct reports of Investment Advisors within a branch of 80-100 employees in which includes Sales Professionals and operational staff), select individuals for hire, assess individual performance, make employee compensation decisions and take disciplinary measures up to and including termination in consultation with the Regional Director and appropriate partners.
At CIBC we enable the work environment most optimal for you to thrive in your role. Details on your work arrangement (proportion of on-site and remote work) will be discussed at the time of your interview.
How you’ll succeed- Client experience and Satisfaction - Model how to deepen client relationships and meet client financial needs while providing a high standard of customer service. Drive the client experience by encouraging employees to quickly resolve client complaints, escalating when necessary, and manage complex issues. Empower clients to utilize self-service channels. 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).- People Management - Responsible to lead, motivate and influence diverse teams or individuals and to effectively implement change, develop synergies and increase profitability of the business. Provide meaningful opportunities for employees by providing development opportunities such as job shadowing, special projects, and training. Advocate for CIBC within the community to recruit employees who share and demonstrate our values. Depending on the size of the branch, a BM's direct reports may include the following roles: Associate Branch Manager, Manager Branch Administrator, Associate Investment Advisor, Branch Administrator, Financial Planning Specialist, and Investment Advisor.- Operational Effectiveness - Supervision of all activities of each branch office and/or sub branch office assigned. Oversee and play a leadership role in resolving client complaints. Responsible for ensuring the handling of client business is within bounds of ethical conduct, consistent with just and equitable principles of trade and not detrimental to the interests of the securities industry.- 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. : Should the branch co locate with other liens of business within private wealth, ensure that strong mutually beneficial links are established and nurtured, to ensure all clients are receiving a comprehensive private wealth experience. Being physically present in the main branch and organizing regular visits to sub-branches. Attend, organize and promote local events, assuring that they are included in re
