This Regional Associate position supports the CIBC Wood Gundy Regional office team, focusing on operational and tactical support to the Region and the Regional Director. The role involves managing the Regional Director's demands to achieve operational goals, coordinating and implementing various management functions for daily business, and providing high-level service to internal and external clients through consultation with branches, internal partners, and head office.
Understand corporate and regional business goals, objectives, and operating environment, developing and implementing plans to enable the business in meeting goals and objectives.,Track and conduct follow up on regional business initiatives to support effective implementation, working with Branch Managers and Branch Administrators to ensure timelines and reporting requirements are met.,Manage the day-to-day administrative activities in support of the Regional Director.,Develop administrative procedures and processes to respond to the operating style of the Regional Director.,Manage headcount and the allocation of human resources across the region and liaise with Branch Staffing as required.,Build strong partnerships with key support groups and with a variety of business partners.,Work with Regional Director and other Head Office partners to implement business initiatives as required.,Assess importance and sensitivity/confidentiality of issues arising and determining appropriate course of action in the absence of the Regional Director.,Resolve routine operational problems or issues by investigating, analyzing, and providing an informed and independent opinion or recommendation on compliance issues, policy changes, operational controls, risk assessment, and control activities; modifying established procedures and approaches to suit specific situations; and escalating issues only as required.,Champion CIBC's values and provide support in a manner consistent with the highest quality standards and CIBC objectives.
Strong organization and administrative skills at a senior level with the ability to handle several incoming requests and prioritize appropriately.,Brokerage industry experience and knowledge.,Strong initiative and self-managing skills to be able to work independently.,Sound decision making skills.,Knowledge of and demonstrated ability to plan, schedule, and implement Branch Office processes.,Exemplary interpersonal and communication skills to interact with a wide range of individuals including peers, senior management and business partners.,Strong technical skills in Microsoft Office Applications including, Word, Excel, PowerPoint, as well as various other office equipment.,Extremely flexible in order to function in a continuously demanding and dynamic environment. Must be resourceful and creative in order to act on demand and resolve problems.,Working knowledge of sales techniques and Private Wealth Management strategies and initiatives sufficient to promote banking and investment products/services.,Working knowledge of PC software and mainframe applications sufficient to enter and access customer information.
37.5 hours/week
Must be legally eligible to work at the specified location(s) and, where applicable, must have a valid work or study permit.
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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