Associate Branch Manager Wood Gundy

7 days ago

London, Ontario, Canada CIBC Full time
Job Description

We are seeking a highly skilled and motivated Associate Branch Manager to join our team at CIBC Wood Gundy. As a key member of our leadership team, you will be responsible for leading and motivating your team to deliver a superior client experience through an integrated wealth management offer.

Key Responsibilities
  • Lead and coach a high performing sales team of Investment Advisors and supporting team members to achieve high performance standards and deepen client relationships and consolidate business to CIBC.
  • Work with the Branch Manager to leverage relationships with CIBC partners to maximize opportunities to meet client needs.
  • 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 client-centric management culture with a strong focus on creating value for clients.
  • 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.
Requirements
  • Successful completion of the Canadian Securities Course (CSC) and Conduct & Practices Handbook (CPH).
  • Branch Managers Examination Course (BME).
  • Advanced financial planning courses such as Wealth Management Essentials (WME) and the Certified Financial Planner (CFP) and Certified Investment Manager (CIM).
  • Advanced accreditation required specifically to ensure registration as a Supervisor.
  • Leadership capabilities and coaching skills sufficient to lead, motivate and influence diverse teams or individuals.
  • Excellent relationship building skills to establish strong key relationships with clients, employees, peers, partners, senior leadership and centres of influence within the community.
  • Well-developed influencing and negotiating skills sufficient to promote the vision and integrated offer.
  • Superior people management and development capabilities.
  • Ability to handle high levels of complexity and ambiguity.
What We Offer

CIBC offers a competitive salary, performance-based bonuses, comprehensive benefits, retirement savings plan, employee stock purchase plan, paid time off, wellness programs, and our Creator of Moments social recognition program.

We strive to create a workplace that is inclusive and accessible to all employees and clients. If you require an accommodation, please contact us at [insert email address].

CIBC is committed to creating a workplace that is free from discrimination and harassment. We are an equal opportunity employer and welcome applications from diverse candidates.

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