Senior Branch Administrator, Wood Gundy-Bilingual

Canadian Imperial Bank of Commerce; Montreal; On-site; CAD 65,000 - 85,000; Part time

Job summary

A leading financial institution in Montreal is seeking a Senior Branch Administrator to manage personnel and oversee all administrative aspects of the branch operations. Responsibilities include hiring and training support staff, ensuring high levels of client service, and maintaining branch profitability. Successful candidates will hold a Canadian Securities Course certification and demonstrate strong organizational and managerial skills. This role emphasizes fostering a positive work environment and effective communication within the team.

Benefits

Competitive compensation

Wellbeing support

Employee and family assistance programs

Qualifications

• Successfully completed the Canadian Securities Course (CSC) and Conduct & Practices Handbook (CPH) for Investment Representative licensing.
• Demonstrated experience in the financial service brokerage industry.
• Strong organizational and administrative skills.

Responsibilities

• Oversee hiring, training, scheduling, and performance management of branch support staff.
• Manage day-to-day branch operations and administration.
• Assist Branch Manager with Investment Advisor duties.

Skills

Banking Operations

Coaching

Customer Experience (CX)

Customer Service

Office Administration

People Management

Performance Management (PM)

Prioritization

Transaction Banking

Education

Canadian Securities Course (CSC)

Conduct & Practices Handbook (CPH)

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 a member of the CIBC Wood Gundy team, you will be responsible for contributing to the people management of a support team, including creating a positive work environment, leading and coaching support staff, developing employee capability and managing performance. As the Senior Branch Administrator, you will be accountable for effectively managing all administrative aspects of Wood Gundy branch operations. This will include hiring, management and supervision 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 successfully completed the Canadian Securities Course (CSC) and Conduct & Practices Handbook (CPH), in order to obtain Investment Representative (IR) licensing.
• 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 with staff and clients and have problem solving skills sufficient to resolve numerous issues and conflicts.
• 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 work to recognize you in meaningful, personalized ways including a competitive compensation, a banking benefit*, wellbeing support and additional offers such as employee and family assistance programs 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.

*Subject to 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 [e-mail]

• 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.

Expected End Date

2026-12-05

Job Location

Montreal-1 Place Ville Marie

Employment Type

Temporary (Fixed Term)

Weekly Hours

37.5

Skills

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