CIBC–Branch Manager, Wood Gundy-Bilingual
CIBC
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To learn more about CIBC, please visit CIBC.com (https://www.cibc.com/en/about-cibc.html)
**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 1 Place Ville Marie branch and the Granby and Sherbrooke sub-branch, the Branch Manager, Wood Gundy 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 drives strategic business initiatives such as Investment Advisors recruitment, 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 (30-40 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**
+ **Achieve financial results and further wealth integration –** Ensure all financial metrics meet or exceed plan **.** Increase referral activity and leverage various wealth management partners and resources where appropriate. Support the adoption and effective change management of all technology and new process deployments
+ **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).
+ **Talent Management and development -** Responsible to attract competitive recruits, 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, Investment Advisor, Associate Investment Advisor, and Branch Administrator. .
+ **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 regional strategy. Ensuring that the wealth partners that exists in the sub branches are aware of Private Wealth service offerings. Increase visibility of the wealth management group. Being physically present in the sub branches. With the sub locations of Granby and Sherbrooke).
+ **Diversity & Inclusion-** Support development of an inclusive culture / showcases inclusion (e.g. organize charity drives, supports culture and community events, etc. to promote a sense of belonging and intentionally inclusive behavior within the team / for clients, etc. e.g. supporting days of opportunity and people networks (including PW Women’s network). Provide service & time to improve our community e.g. participate and raise funds/awareness for a charity: RFTC, Miracle day, CIBC foundation, etc.
+ **Risk Management/Audit-** 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.
**Who you are**
+ **You put our clients first.** You engage with purpose to find the right solutions. You go the extra mile, because it's the right thing to do.
+ **You are a caring and accountable leader.** You have at least 10 years of experience in a similar role, developing and implementing strategic team goals. You have experience coaching employees and inspiring successful team performance. Your influence makes a difference. You know that relationships and networks are essential to success. You inspire outcomes by sharing your expertise.
+ **You're passionate about people.** You find meaning in relationships and surround yourself with a diverse network of partners. You connect with others through respect and authenticity.
+ **You’re a certified professional.** You have a degree/diploma in Business Administration, finance or other related fields. You have current accreditation and good standing CSC (Canadian Securities Course or Investment Funds in Canada) as well as branch management licence & option supervision courses.
+ **Values matter to you.** You bring your real self to work and you live our values - trust, teamwork, and accountability.
+ You’re fluent **in French and English** to serve our clients in the community.
**What CIBC Offers**
At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck.
+ We work to recognize you in meaningful, personalized ways including competitive compensation, banking benefits, a benefits program*, defined benefit pension plan*, an employee share purchase plan, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.
+ Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.
+ We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.
*Subject to plan and program terms and conditions
**What you need to know**
+ CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact Mailbox.careers-carrieres@cibc.com
+ You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.
+ We may ask you to complete an attribute-based assessment and other skills tests (such as simulation, coding, French proficiency, MS Office). Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us.
**Job Location**
Montreal-1 Place Ville Marie
**Employment Type**
Regular
**Weekly Hours**
37.5
**Skills**
Business, Business Development, Business Initiatives, Client Service, Customer Experience (CX), Financial Advising, Hiring, Investment Advising, People Management, Results-Oriented, Strategic Business Units, Strategic Initiative, Succession Planning, Talent Acquisition
At CIBC, we are in business to help our clients, employees and shareholders achieve what is important to them. Our ability to create value for all CIBC stakeholders is driven by a business culture based on common values: Trust, Teamwork and Accountability.
Working with CIBC makes you a part of a work environment committed to our clients, employees and communities - a place where you can excel.
Every day, our 44,000 employees help our clients achieve their financial goals, because what matters to our clients, matters to us.
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