The Branch Administrator will be a key part of the CIBC Wood Gundy team, responsible for managing all administrative aspects of branch operations. This includes supporting and training non-commissioned staff, providing operational and administrative support to the branch and Investment Advisors, overseeing transactional banking, ensuring high levels of client service, adhering to compliance, and maintaining branch profitability. The role involves a hybrid work arrangement.
Oversee the hiring, training, scheduling, supervision, and performance management of all support staff.,Manage the hiring process for support staff, including Head Office approval, interviewing, and selection.,Support Branch Manager in cultivating a performance-oriented culture and developing strong employee relations.,Oversee and manage day-to-day branch operations and administration (office equipment, supplies, functions, events).,Identify opportunities for increased efficiency and monitor/control branch budget and expenses.,Review and process accounts payable for Branch Manager approval; monitor branch revenue and expenses.,Assist Branch Manager with Investment Advisor duties such as taking buy/sell orders for various financial instruments.,Write up trade tickets ensuring accuracy.,Coordinate and notify brokers of new stock/bond issues, cease trades, and halt trading.,Ensure customer service standards and operational procedures are communicated and maintained.
Current accreditation and in good standing as an Investment Representative (IR) with Canadian Investment Regulatory Organization - Investment Dealer (CIRO-ID).,Asset: Registered Representative (RR) licensing.,Financial Services and/or Brokerage industry experience.,Working knowledge of various quotation equipment.,Demonstrated experience in the financial service brokerage industry.,Strong organizational and administrative skills to manage multiple activities in a fast-paced environment.,Strong management and interpersonal skills to effectively manage and coach support staff.,Ability to meet the needs of staff in a highly competitive environment.,Strong communication and problem-solving skills.
37.5 hours/week
Must be legally eligible to work at the specified location(s), may require a valid work or study permit. May be asked to complete an attribute-based assessment and other skills tests (e.g., simulation, coding, French proficiency).
CIBC is a leading North American financial institution with 14 million personal banking, business, public sector, and institutional clients. It offers a full range of advice, solutions, and services through its leading digital banking network and locations across Canada, the U.S., and around the world.
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