Job Title: Branch Administrator Business Title: Branch Administrator lob: cibc wood Gundy Job Code: 7956 Level: 5

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Job Title: Branch Administrator

Business Title: Branch Administrator

LOB: CIBC Wood Gundy

Job Code: 7956

Level: 5
CIBC is a leading Canadian-based global financial institution. Through our three major businesses – Retail and Business Banking, Wealth Management and Capital Markets – we provide a full range of financial products and services to 11 million individual, small business, commercial, corporate and institutional clients in Canada and around the world. We invest in our businesses, our clients, our people and our communities to deliver consistent and sustainable earnings to our shareholders.  To learn more about CIBC’s Lines of Business, please visit our website.


CIBC delivers access to career and development opportunities, safe and healthy workplaces, effective training, and positive work-life balance – so that employees are able to perform at their best, contribute to their communities and focus on cultivating deeper relationships with our clients.


Every year, CIBC is recognized for its business successes, community commitment and employee initiatives.  We are proud of these successes and are committed to creating an inclusive workplace and an environment where all employees can excel.

CIBC Wealth Management is focused on providing excellence in relationship-based advice, service and product solutions that meet our clients' needs. We have a comprehensive offer that addresses the full spectrum of wealth building clients, from self-directed investors to high-net-worth private wealth individuals to institutional clients. CIBC Wealth Management consists of 4 major business lines in Canada and Atlantic Trust Private Wealth Management in the United States:
CIBC Wood Gundy is the full-service brokerage division of CIBC and has a broad network serving clients through 80 branches nationally.

CIBC Asset Management is comprised of our institutional money management, retail mutual fund and managed solutions businesses. CIBC Asset Management is one of Canada’s leading asset managers.

CIBC Private Wealth Management focuses exclusively on providing financial stewardship to Canada’s wealthiest individuals & families as well as private holding companies, trusts, estates, charitable foundations and First Nations.

CIBC Investor’s Edge is our self-directed brokerage platform. The business offers clients a full array of investment products and securities, research and tools, available through electronic channels (including online and automated telephone services) and through our customer contact centre.

Atlantic Trust Private Wealth Management provides integrated wealth management, investment advisory, investment management, investment counseling, trust, fiduciary, related asset management services, individual retirement account and other custodial services for high net worth individuals, their families, foundations and/or endowments.
The centralized, shared service groups are:

Chief Administration Office includes Wealth Management strategy and M&A, strategic initiatives and governance and program management office as well as compensation strategy.
Wealth Advisory Services delivers specialized high-net-worth advisory services (including financial planning strategy and support, wealth advisory, tax and estate planning, business transition planning), fee-based and managed account advisory program development and support, and client experience strategy across all Wealth Management business lines.
CIBC is committed to attracting and retaining a diverse team of employees who reflect the communities in which we live and work.
To learn more about the CIBC Group of Companies please visit

Job Overview 

The Branch Administrator is accountable for effectively managing all the administrative aspects of CIBC Wood Gundy branch operations including: hiring and daily management and supervision of non-commissioned branch staff, provision of 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. The Branch Administrator works in a Branch with less than 15 Investment Advisors.
What You’ll be Doing
Human Resources/People Management

  • Accountable for the hiring, training, supervision and performance management of all support staff in the branch (Branch Assistants, Sales Assistants and Investment Advisor Assistants)

  • Manage the hiring process for all support staff roles, which includes obtaining WG Head Office approval to hire and participating in interviewing and selecting candidates

  • Support the Branch Manager in cultivating a performance oriented culture in the branch

  • Maintain personnel files and provide necessary documentation for Human Resources and Payroll departments

  • Develop strong employee relations with support staff by treating employees fairly and consistently and maintaining excellent communication

  • Train, develop and coach support staff

  • Direct reports range from 20-70 support staff, depending on branch size

  • Some main branches have sub branch locations - the Senior BA also supervises sub branches employees

Branch Operations/Administration

  • Accountable for ensuring the branch is managed efficiently, effectively and for implementing Branch Manager directives

  • 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, monitor and control branch budget and expenses to help ensure profitability

  • Review and process accounts payable for Branch Manager approval, as well as monitor branch summary of revenue and expenses for erroneous changes

Sales Support and Customer Service

  • Assist Branch Manager to perform Investment Advisor duties - Take 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

  • Enter buy/sell orders on automated system when operator is not available

  • Coordinate and notify brokers of new stock and bond issues, cease trades and halt trading

  • Ensure customer service standards/operational procedures are communicated and maintained by liaising among many departments within Wood Gundy

  • Participate in weekly regional Branch Administrator calls held by National Services

  • Review all transactions processed for compliance with regulations, and corporate policies and procedures 

What We’re Looking For


  • Successful candidates must exhibit CIBC’s values of trust, team work, and accountability

  • Successful completion of the Canadian Securities Course and associated IDA licensing requirements

  • Should have a good knowledge of the financial services brokerage industry

  • Strong organizational and administrative skills to deal with numerous activities with varying degrees of priority

  • Ability to meet the needs of staff in a highly competitive environment where staff and client mobility is high

  • Strong people management and interpersonal skills to effectively manage and coach support staff

  • Excellent communication and problem solving skills sufficient to resolve numerous issues and conflicts

  • Excellent computer and technology skills

What CIBC Can Offer You 

  • Flexible health benefits, stock purchase options, competitive incentive pay and recognition programs

  • Competitive salary and banking benefits

  • Career growth, development and continuous learning opportunities

  • Opportunity to be involved in CIBC events that help our communities

  • Click to learn more about Rewards & Recognition, Learning & Development, and Employee Community Involvement


What You Should Know

  • Must be legally eligible to work in Canada at the location(s) specified above and, where applicable, must have a valid work permit or study permit that allows the candidate to fulfill the requirements of the role

  • This role operates within a fast paced and deadline driven office environment. Must be able to focus and calmly prioritize and execute multiple tasks in a fast paced, high-pressured work environment

  • Relocation assistance is not available with this opportunity

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