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Added 14 mins ago
IT
Service Coordinator
Inland Truck & Equipment
Kamloops, BC
- Full-time
The Service Coordinator is a key support role within the Equipment Service department, responsible for customer communication, service scheduling, record keeping, and administrative…
Added 14 mins ago
FI
Commercial Insurance Specialist (T)
Federated Insurance Company of Canada
Mississauga, ON
- Full-time
…meaningful partnerships with business owners, and become a trusted advisor in the commercial insurance…
Added 29 mins ago
R
Sr. Programs & Solutions Manager Commercial & Corporate Services
Roche
Mississauga, ON · Canada Pharma Campus
- Full-time
Drive Market & Supplier-Driven Innovation: Co-create and deliver market and supplier-driven solutions (Digital and/or Service based) to meet customer needs and address strategic business…
Added 29 mins ago
R
Banking Advisor
RBC
Alexis Whitecourt 232, AB
- Full-time
Track record in building rapport and maintaining client relationships within the financial or service industry
Added 29 mins ago
S
Associate Customer Success Manager - French
ServiceNow
Montreal, QC
- Full-time
This is the level at which the CSM operates as a confident advisor - overriding agent-recommended plays where customer context demands, leading Customer Business Reviews at Director and…
Added 44 mins ago
Senior Customer Engineer, Named Enterprise - Montreal, QC
Cloudflare
Montreal, QC
The Customer Engineer (CE) is the core driver of our technical go-to-market strategy: a trusted technical advisor and primary architect of the customer journey. You will bridge the gap…
Added 44 mins ago
T
PIA Client Service Associate
TD
Markham, ON
- Full-time
TD Private Wealth Management takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions, and service to…
Added 44 mins ago
C
Associate Financial Advisor
CIBC
Port Elgin, ON
- Full-time
…difference in our clients' lives. As an Associate Financial Advisor, you’ll form a deep understanding of your personal and small business clients’ needs as you recommend simple,…
Added 44 mins ago
RC
Manager - International Tax Business
RSM Canada
Toronto, ON
- Full-time
Effective project management skills, including the ability to manage multiple priorities, tasks, and projects simultaneously, meet deadlines, and maintain accuracy and quality of work in a…
Added 59 mins ago
B
Senior Audit Manager - Capital Markets
BMO
Toronto, ON · FCP
- Full-time
Conducts audit engagements supporting Capital Markets, Treasury, and related support functions to critically assess management and internal control processes, approving the nature, extent…
Added 59 mins ago
HI
Personal Insurance Advisor
HUB International
Red Deer, AB
- Part-time
HUB International is looking for a Personal Insurance Advisor to join our Red Deer team. In this role, you will manage and grow a book of personal lines business, providing clients with…
Added 1 hour ago
NB
Banking Advisor
National Bank of Canada
Kelowna, BC
- Full-time
A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and…
Added 1 hour ago
NB
Loan Syndication Agency Advisor
National Bank of Canada
Montreal, QC
- Full-time
Act as an expert advisor contribute to the sector's projects and initiatives, the business plan and operational risk management related to syndicated financing.
Added 1 hour ago
PB
Director of SEO
Powered by search
Remote, Canada
- Full-time
- Remote
Ensuring our SEO service is best-in-class, scalable, and defensible as search shifts toward AI-driven discovery
Added 1 hour ago
Senior Integration & BI Developer
Trans Mountain
Calgary, AB
Provide operational support and oversight for integrations built using tools such as Logic Apps, API Management, Service Bus, Event Grid/Event Hubs, Azure Functions, Data Factory.
Added 1 hour ago
ScotiaMcLeod Senior Financial Planning Associate
Scotiabank
White Rock, BC
ScotiaMcLeod, a cornerstone of Scotia Wealth Management®, is a full-service wealth management firm with a proud history dating back to 1921. Known for service excellence, trusted advice,…
Added 1 hour ago
S
Paid Services Beauty Advisor - Full Time
Sephora
Milton, ON
- $19.7 to $23.2 CAD / hour
- Full-time
As our Paid Service Beauty Advisor, you are an expert in all thing’s beauty! You’re here to guide our clients on their beauty journey at the Beauty Studio & beyond. It’s not just about the…
Added 1 hour ago
UO
Senior Advisor, Research Chairs
University of Ottawa
Ottawa, ON · Tabaret Hall
- Full-time
Design and implement strategies in collaboration with OVPRI senior management to ensure that our Canada Research chairs allocation is maximized and our recruitments meet the EDI equity…
Added 1 hour ago
MW
Office Manager
Manulife Wealth
Calgary, AB
- Full-time
…role that combines front-office responsibilities with office management, administrative coordination, recruitment support, and marketing…
Added 1 hour ago
AY
Client Services Coordinator
Avison Young | Canada
AB · Edmonton, AB
- Full-time
…navigate multiple corporate functions, including global lines of service and corporate centers of excellence. You possess strong interpersonal skills and are willing to take on diverse…
Added 1 hour ago
GF
Sales (Fitness Advisor) - Markham Birchmount and Enterprise
GoodLife Fitness
Markham, ON
- Full-time
The Fitness Advisor is responsible for recruiting and working with new members to understand their specific health and fitness goals and provide recommendations for how they can achieve…
Added 1 hour ago
C
Mobile Mortgage Advisor (Cobourg/Peterborough/Belleville, ON) - 100% Commission
CIBC
Belleville, ON · Cobourg, ON · Peterborough, ON · Toronto, ON
- Full-time
…clients achieve their home ownership dreams. As a Mobile Mortgage Advisor, you’ll have the flexibility to meet with your clients where and when it’s convenient for them. You’ll make lasting…
Added 1 hour ago
C
Associate Financial Advisor
CIBC
Prince George, BC
- Full-time
…difference in our clients' lives. As an Associate Financial Advisor, you’ll form a deep understanding of your personal and small business clients’ needs as you recommend simple,…
Added 1 hour ago
C
Associate Financial Advisor
CIBC
Victoria, BC
- Full-time
…difference in our clients' lives. As an Associate Financial Advisor, you’ll form a deep understanding of your personal and small business clients’ needs as you recommend simple,…
Added 1 hour ago
B
Senior Business Development Manager
BMO
Toronto, ON · BMOPLACE
- Full-time
…(e.g. Brokers, Brokerages, Builders and non-BMO Investment Advisor Offices) for designated home financing sales programs and products to. Applies market and industry expertise to deliver a…

CIBC

Branch Administrator, Wood Gundy-Bilingual

Montreal, QC, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Feb 1, 2027
Posting language: English
Posted: Nov 2, 2026

Original job description

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 CIBC.com

What You’ll Be Doing

As the Branch Administrator, you will part of the CIBC Wood Gundy team and you will be accountable for effectively managing all administrative aspects of Wood Gundy branch operations. This will include supporting and training of non-commissioned branch staff, operational and administrative support to the branch and Investment Advisors, oversight of transactional banking functions, consistent demonstration of high levels of internal and external client service, adherence to compliance and audit requirements and maintenance of branch profitability.

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

People Management – Oversee the hiring, training, scheduling, supervision and performance management of all support staff in the branch. Manage the hiring process for all support staff roles including obtaining Head Office approval, participating in interviewing and selecting candidates. Support Branch Manager in cultivating a performance oriented culture and develop strong employee relations with support staff by treating employees fairly and consistently and maintaining excellent communication.
Operations/Administration – Oversee and manage day to day branch operations and administration including maintenance of office equipment and supplies, and coordination of office functions and events. Identify opportunities for increased efficiency and monitor and control branch budget and expenses to ensure profitability. Review and process accounts payable for Branch Manager approval, as well as monitor branch summary of revenue and expenses.
Sales Support & Customer Service – Assist Branch Manager to perform Investment Advisor duties such as taking buy/sell orders of T-Bills, Corporate Paper, Bankers Acceptances, Mutual Funds, stocks and bonds. Write up trade tickets ensuring accuracy of all particulars pertaining to a trade. Coordinate and notify brokers of new stock and bond issues, cease trades and halt trading. Ensure customer service standards and operational procedures are communicated and maintained by liaising among many departments within Wood Gundy.

Who You Are

You’re a certified professional. You have current accreditation and are in good standing as an Investment Representative (IR) with Canadian Investment Regulatory Organization - Investment Dealer (CIRO-ID). It is an asset if you have Registered Representative (RR) licensing. Financial Services and/or Brokerage industry experience and working knowledge of various quotation equipment is required.
You have demonstrated experience in the financial service brokerage industry. You have strong organizational and administrative skills to deal with numerous activities in a fast-paced brokerage, with varying degrees of priority.
You're passionate about people. You have strong management and interpersonal skills to effectively manage and coach support staff. You have the ability to meet the needs of staff in a highly competitive environment where staff and client mobility is high.
You are a strong communicator. You are able to communicate effectively to staff and clients and have problem solving skills sufficient to resolve numerous issues and conflicts.
You live your values. You bring high standards, genuine care to your relationships, and want to grow with an employer that shares your values and brings out your best.
You’re fluent in French and English to serve our clients in the community.

At CIBC, we seek individuals who value innovation, collaboration and client service. This posting is for a role we regularly recruit for to support our talent pipeline. Apply to be considered for future opportunities.

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 a competitive salary, incentive pay, 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
CIBC is committed to clarity in our hiring process. All roles posted are opportunities we’re actively recruiting for, unless stated otherwise.
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 test (such as simulation, coding, French proficiency).
We use artificial intelligence tools during the recruitment process. 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

QC-Montréal, 1250 René-Lévesque W Blvd, Suite 3100

Employment Type

Regular

Weekly Hours

37.5

Skills

Banking Operations, Coaching, Customer Experience (CX), Office Administration, People Management, Performance Management (PM), Prioritization

Apply About employer

More about this job

Responsibilities

Manage the branch’s administrative and operational functions, including supervising and training support staff, coordinating office needs, and monitoring budgets and expenses. Support Investment Advisors with transactions and trade documentation while maintaining client service standards and compliance with operational and audit requirements.

Requirements

Candidates must have current Investment Representative accreditation in good standing with CIRO-ID, financial services or brokerage experience, and working knowledge of quotation equipment; Registered Representative licensing is an asset. The role also requires strong organizational, management, interpersonal, and communication skills, along with fluency in French and English.

Skills

Banking Operations
Coaching
Customer Experience
Office Administration
People Management
Performance Management
Prioritization
Staff Training
Scheduling
Budget Management
Expense Monitoring
Trade Processing
Client Service
Compliance
Communication
Problem Solving

Benefits

Competitive Salary
Incentive Pay
Banking Benefits
Benefits Program
Defined Benefit Pension Plan
Employee Share Purchase Plan
Vacation
Wellbeing Support
Recognition Program
Paid Personal Development Day

Visa sponsorship

Not detected in the job text

Keywords

CIBC Wood Gundy
Investment Representative
CIRO-ID
Registered Representative
Brokerage
Financial Services
Investment Advisors
Branch Operations
Transactional Banking
Trade Tickets
T-Bills
Corporate Paper
Bankers Acceptances
Mutual Funds
Stocks
Bonds
New Stock And Bond Issues
Cease Trades
Halt Trading
Compliance
Audit Requirements
Accounts Payable
Branch Budget
Revenue And Expenses
Quotation Equipment
French
English

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