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Added 17 mins ago
L
Branch Manager - Office 1722
LendDirect
Saint John, NB
- Full-time
“After starting as a Financial Service Representative in late 2021 it was within a year, I quickly rose to being a Shift Lead. I trained diligently with my Branch Manager and Assistant…
Added 17 mins ago
L
Financial Service Representative - LendDirect Office 1694
LendDirect
Calgary, AB
- Full-time
“After starting as a Financial Service Representative in late 2021 it was within a year, I quickly rose to being a Shift Lead. I trained diligently with my Branch Manager and Assistant…
Added 31 mins ago
MC
Financial Services Representative - Full Time
Meridian Credit Union
Orillia, ON
- $50,000 to $53,000 CAD / year
- Full-time
As our Financial Services Representative, you will be joining a team of highly engaged financial service professionals who are dedicated to providing an exceptional Member Experience. In…
Added 31 mins ago
AF
Financial Service Representative - LendDirect Office 1694
Attain Finance
Calgary, AB
- Full-time
“After starting as a Financial Service Representative in late 2021 it was within a year, I quickly rose to being a Shift Lead. I trained diligently with my Branch Manager and Assistant…
Added 31 mins ago
AF
Branch Manager - Office 1722
Attain Finance
Saint John, NB
- Full-time
“After starting as a Financial Service Representative in late 2021 it was within a year, I quickly rose to being a Shift Lead. I trained diligently with my Branch Manager and Assistant…
Added 32 mins ago
Sales Representative - Toronto
Encore Market Engagement
Toronto, ON
The Opportunity: SALES REPRESENTATIVE – TORONTO TERRITORY
Added 1 hour ago
S
Account Manager, Enterprise Sales
SOTI
Mississauga, ON
- Full-time
We are currently looking for an Account Manager to join our Sales team with a proven track record of successfully making a positive impact in his/her previous career. You are insanely…
Added 1 hour ago
SC
Financial Service Representative Development
StellerVista Credit Union
Castlegar, BC
- Full-time
As the Financial Services Representative, you will provide quality service to members and contribute to the success of the branch through the achievement of established retail sales goals…
Added 1 hour ago
A
Entry Level Sales Trainee
Aerotek
Langley (District), BC · Langley, BC
- Full-time
We’re looking for a highly motivated Entry-Level Sales Development Representative to join our team and help us advance the careers of skilled professionals doing impactful work. Building…
Added 2 hours ago
TG
Business Development Manager
The Gti Group
Montreal, QC · Lachine, Quebec
- Full-time
1–3 years of B2B sales, business development, or performance-based experience - logistics background is a plus, not a requirement
Added 2 hours ago
CE
Business Development Manager – Mining Solutions
Castolin Eutectic
Remote, Canada
- $110,000 to $150,000 CAD / year
- Full-time
- Remote
You may already be a successful technical sales representative, business development professional, or industrial sales specialist. You know how to identify potential customers, get past the…
Added 2 hours ago
NA
Customer Operations Coordinator
Normac Adhesive Products Inc.
Burlington, ON
- Full-time
· Escalate non-standard pricing, commercial terms, technical questions or unusual customer requirements to the appropriate Sales or Management representative.
Added 2 hours ago
Project Manager
Systemair
Moncton, NB
…continue to grow in terms of capabilities, product range, size, sales volume, and market share. We employ and empower people to take initiative and make decisions with the best interests of…
Added 3 hours ago
AP
Pest Control Technician
Abell Pest Control
Vernon, BC
- Full-time
…successful transferable skills and be equally considered: route sales, route service, field sales, field service, service technician, territory representative, restaurant manager,…
Added 4 hours ago
BI
Customer Service Representative
BEHLEN Industries LP
Brandon, MB
- Full-time
Reporting to the Customer Service Manager, our Customer Service Representative is knowledgeable about AG Products as well as pre-engineered steel building systems; supporting and working…
Added 4 hours ago
D
Business Development Manager | Toronto
Digicast
Toronto, ON
- Full-time
The Business Development Manager – Toronto Market is responsible for driving new business, developing and nurture strategic relationships in the GTA, and positioning Digicast as the premier…
Added 4 hours ago
TI
Sr. Calibration Technician
Transcat, Inc.
Burlington, ON
- Other
…over 1,000 employees - in technical, consulting, operational, sales, finance, and corporate roles - we have stood the test of time by delivering on our Trust in Every Measure promise to our…
Added 7 hours ago
ME
Customer Service Representative
McDougall Energy Inc.
Thunder Bay, ON
- Part-time
McDougall Energy is seeking a motivated, results-driven individual to join our team as a part-time Customer Service Representative at our Thunder Bay, John Street location.
Added 7 hours ago
ME
Customer Service Representative
McDougall Energy Inc.
Thunder Bay, ON
- Part-time
McDougall Energy is seeking a motivated, results-driven individual to join our team as a part-time Customer Service Representative at our Thunder Bay, Arthur St W location.
Added 7 hours ago
ME
Customer Service Representative Lead Hand
McDougall Energy Inc.
Thunder Bay, ON
- Part-time
We are seeking a motivated, results-driven individual to join our team as a part-time Customer Service Representative Lead Hand at our Memorial Ave. Thunder Bay location.
Added 7 hours ago
AM
Pre-Planning Director
Arbor Memorial Inc.
AB · Edmonton, AB
- Full-time
Evergreen Memorial Gardens, located at Edmonton, Alberta is currently recruiting a full-time Pre-Planning Sales Representative to join our Sales Office.
Added 7 hours ago
ME
Customer Service Representative
McDougall Energy Inc.
Strathroy, ON
- Part-time
McDougall Energy is seeking a motivated, results-driven individual to join our team as a part-time Customer Service Representative at our Strathroy, Centre Road location.
Added 7 hours ago
ME
Customer Service Representative Lead Hand
McDougall Energy Inc.
Burford, ON
- Part-time
We are seeking a motivated, results-driven individual to join our team as a part-time Customer Service Representative Lead Hand at our Burford Ontario location.
Added 7 hours ago
AM
Pre-Planning Director
Arbor Memorial Inc.
Burlington, ON
- Full-time
…Burlington, Ontario are currently recruiting a full-time Pre-Planning Sales Representative to join our Sales…
Added 7 hours ago
NB
BANKING ADVISOR
National Bank of Canada
Saint-Constant, QC · St Constant, QC
- Full-time
This role offers opportunities for development. By obtaining your mutual fund representative licence, if you don’t already have it, you’ll be able to progress in your role and expand your…

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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