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4 дня назад

Branch Manager CIBC Wood Gundy (Wealth Management)

Формат работы
onsite
Тип работы
fulltime
Английский
b2
Страна
Canada
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
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Описание вакансии

Текст:
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TL;DR
Branch Manager CIBC Wood Gundy (Wealth Management): Leading a wealth management branch and coaching Investment Advisors to deliver integrated client experiences, grow assets, and strengthen business performance with an accent on sales leadership, talent development, risk management, and regulatory governance. Focus on building high-performing teams, developing client and community relationships, resolving complex issues, and executing strategic initiatives across branch operations.

Location: Winnipeg, Manitoba, Canada. Work is performed at the Winnipeg-One Lombard Place location; occasional work outside normal working hours may be required.

Company

hirify.global is a relationship-oriented bank providing banking and wealth management services for clients.

What you will do

  • Lead and coach Investment Advisors and supporting team members to achieve sales, service, and performance goals.
  • Build an integrated wealth management culture by collaborating with Commercial Banking, Business Banking, Private Wealth Management, Retail Distribution, and other partners.
  • Grow client relationships, assets, branch profitability, and hirify.global Wood Gundy’s market presence through community and industry engagement.
  • Develop employees through coaching, mentoring, training, recruitment, performance management, and succession planning.
  • Oversee client experience, complaint resolution, branch operations, ethical conduct, and regulatory compliance.
  • Implement strategic initiatives, monitor performance against plan, and manage operational and reputational risks.

Requirements

  • Current Canadian Investment Regulatory Organization Investment Dealer (CIRO-ID) accreditation in good standing is required.
  • Branch Managers Examination Course (BME) and advanced financial planning qualifications, including Wealth Management Essentials (WME), Certified Financial Planner (CFP), and Certified Investment Manager (CIM), are required.
  • Advanced accreditation required for registration as a Supervisor.
  • Advanced leadership, coaching, relationship-building, influencing, negotiating, and people management skills.
  • Experience in business development, sales management, advisory coaching, financial advising, retail brokerage, investment products, and client experience management.
  • Legal eligibility to work at the specified Canadian location is required; a valid work or study permit may be required where applicable.

Culture & Benefits

  • Full-time regular employment with 37.5 weekly hours.
  • Competitive compensation, banking benefits, a benefits program, and a defined benefit pension plan, subject to plan terms.
  • Employee share purchase plan, vacation offering, wellbeing support, and a points-based recognition program.
  • Professional development opportunities, including training, coaching, job shadowing, and special projects.
  • Inclusive and accessible work environment with tools and spaces designed to support collaboration.
  • Paid Purpose Day for personal growth and development.

Hiring process

  • Work arrangement details will be discussed during the interview.
  • An attribute-based assessment or other skills tests may be required.
  • Recruitment uses artificial intelligence tools as part of the application process.

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