Support Investment Advisors and lead branch staff at CIBC Wood Gundy, delivering organized operations and client service from Toronto’s King Street location.
As Branch Administrator, you will oversee non-commissioned employees while supporting Investment Advisor activities involving T-Bills, Corporate Paper, Bankers Acceptances, Mutual Funds, stocks, and bonds. You will coordinate trade documentation, broker notifications, and communication across Wood Gundy departments. The work also includes administrative oversight, service standards, and compliance.
Key Responsibilities:
- Lead and coach support staff while managing employee performance
- Assist with Investment Advisor buy and sell order duties
- Prepare trade tickets with accurate transaction particulars
- Notify brokers about issues,
recent offerings, and trading halts
- Liaise across departments to maintain service procedures
Requirements:
- Current CIRO-ID accreditation or openness to obtaining licensing
- Postsecondary degree or diploma
- Strong people management and interpersonal capabilities
- Organizational skills for competing priorities and activities
- Ability to communicate effectively with staff and clients
Combine investment services support, staff coaching, administrative leadership, and client experience skills as a Toronto Branch Administrator.
📌 Investment Services Branch Manager (Toronto)
🏢 CIBC
📍 Toronto