Cibc
Associate Branch Manager, Wood Gundy-Bilingual
Montréal, QC
Sponsorship not specified$25k-$35kDetected 22 days ago
SalesBusiness DevelopmentAccountingRecruitingHRPerformance ManagementLeadershipCollaborationProblem SolvingMentoring
About the role
- We need talented, passionate professionals who are dedicated to doing what's right for our clients.
- Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute.
- Their efforts are critical in driving strategic business initiatives such as succession planning, talent acquisition and development of staff to position the business for future success.
Responsibilities
- As Wealth Management continues to focus on its strategic objectives of enhancing the client relationship and driving asset growth, the Associate Branch Manager plays a key role in leading and motivating their team to deliver a superior client experience through an integrated wealth management offer.
- Through strong sales leadership, Associate Branch Managers are responsible for building a culture of excellence by collaborating with partners and coaching Advisors as they build high quality practices.
- Sales Leadership and Management - Work with the Branch Manager to leverage relationships with CIBC partners to maximize opportunities to meet client needs (i.e. Commercial Banking, Business Banking, Private Wealth Management, and Retail Distribution).
- Build a culture of collaboration across multiple client offers (One CIBC) so that clients are served by those best able to meet their financial goals.
- Develop a client-centric management culture with a strong focus on creating value for clients; through emphasis on a strong advisory focus, sales, risk management and performance orientation.
- Lead and coach a high performing sales team of Investment Advisors and supporting team members (i.e. Associate Investment Advisors) to achieve high performance standards and deepen client relationships and consolidate business to CIBC.
- Facilitate and/or provide support and training to ensure the sustainment and effective use of advisory and client relationship management tools.
- Monitor the branch's business performance against plan and implement action plans to close any gaps.
- Champion CIBC within the community to deepen existing client relationships and develop new ones.
- Build CIBC Wood Gundy's market profile through active involvement in the community, with key industry associations, advocates and clients.
Requirements
- You have current accreditation and are in good standing as an Investment Representative (IR) with Canadian Investment Regulatory Organization - Investment Dealer (CIRO-ID).
- Advanced financial planning courses such Wealth Management Essentials (WME) and the Certified Financial Planner (CFP) and Certified Investment Manager (CIM) are required.
- Advanced accreditation required specifically to ensure registration as a Supervisor
- You are a caring and accountable leader.
- You have experience coaching employees and inspiring successful team performance.
- Ability to handle high levels of complexity and ambiguity.
- Well-developed knowledge of human resource practices (e.g. hiring, performance management).
- You know that relationships and networks are essential to success.
- You inspire outcomes by sharing your expertise.
- You can demonstrate experience in s ales & Sales Management.
Compensation
- Authorities/decision rights As a manager of people, this job has the authority to assign tasks to employees within their span of control (Associate managers overseeing multiple sub branches will move toward a span of control of 25 to 35 d
Benefits
- Act as a champion of CIBC vision and values to create "One Team, One CIBC" and ensure employee adherence.
- Well-developed influencing and negotiating skills sufficient to promote the vision and integrated offer.
- Well-developed leadership skills sufficient to inspire team members to aspire to the vision and values of CIBC.
- Ability to provide the appropriate ongoing learning and coaching to ensure the continuous improvement of the capabilities of the sales and service team within the branch.
- Well-developed management accounting skills sufficient to determine the financial health and viability of a business
Company info
- At CIBC we enable the work environment most optimal for you to thrive in your role.
- Ensure that we are providing a safe environment in which to work by following CIBC policies and procedures.
- You bring your real self to work and you live our values - trust, teamwork and accountability.
This listing is sourced directly from Cibc's careers page and normalized into a canonical job model.