Regional Associate; Western Canada - Toronto, Canada - CIBC

CIBC

Verified Company

Toronto, Canada

1 week ago

Posted by:

Sophia Lee

beBee Recruiter

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

Job Description:

What you'll be doing

This Regional Associate position is a critical position on the CIBC Wood Gundy Regional office team.

The purpose of the role is to provide support, typically of an operational or tactical nature, to the Region and the Regional Director.

The role requires effective management of the demands of the Region Director to achieve regional operational goals by coordinating and ensuring implementation of multiple management functions associated with the conduct of the region's daily business.

The Regional Administrator is responsible for providing a high level of service to internal and external clients through effective consulting with the branches, internal partners and head office.

The Regional Administrator is also responsible for the ongoing leadership, direction and coaching of CPIC Client Support Specialists and Assistants.

At CIBC we enable the work environment most _

- optimal_
- for you to thrive in your role. Details _
- on_
- your work _
- arrangement_
- will be discussed at the time of your interview._

Key Accountabilities- Understand corporate and regional business goals, objectives, and operating environment, develops and implements plans to enable the business in meeting goals and objectives.- Tracks and conducts follow up on regional business initiatives to support effective implementation, working with the Branch Managers and Branch Administrators to ensure timelines and reporting requirements are met.- Manage the day-to-day administrative activities in support of the Regional Director.- Develop administrative procedures and processes to respond to the operating style of the Regional Director.- Manage headcount and the allocation of human resources across the region and liaise with Branch Staffing as required.- Build strong partnerships with key support groups and with a variety of business partners.

Work with RD, and other Head Office partners to implement business initiatives as required.
Assess importance and sensitivity/confidentiality of issues arising and determining appropriate course of action in the absence of the Regional Director.
Resolves routine operational problems or issues by:
Investigating, analysing and providing an informed and independent opinion or recommendation on such things as compliance issues, changes to policies, adequacy of operational controls, risk assessment, and control activities.-
Modifying established procedures and approaches to suit specific situations.-
Escalate issues only as required.-
Champion CIBC's values and provide support in a manner consistent with the highest quality standards and CIBC objectives.

People Management:

Understand and improve the client experience by demonstrating, championing and coaching direct reports in the delivery of high quality of service and problem resolution to meet or exceed, internal and external client expectations.
Lead, motivate, and coach direct reports within Private Investment Counsel to ensure they are capable of performing at or developing to the necessary standards.
Provide regular feedback on performance using the Performance Management and Measurement (PMM) tools. Ensure Annual Performance objectives and Individual Development plans are in place for all direct reports ensuring performance appraisals and developmental needs are fair, accurate and effectively communicated. Recognize and support learning time and accomplishments.
Responsible for the HR system (Workday) for employees (hires, payroll, vacation, absenteeism, status changes, course reimbursement, etc.).Knowledge and Skills
Strong organization and administrative skills at a senior level with the ability to handle several incoming requests and prioritize appropriately.
Brokerage industry experience and knowledge
Strong initiative and selfmanaging skills to be able to work independently
Sound decision making skills
Knowledge of and demonstrated ability to plan, schedule, and implement Branch Office processes.
Exemplary interpersonal and communication skills to interact with a wide range of individuals including peers, senior management and business partners.
Strong technical skills in Microsoft Office Applications including, Word, Excel, PowerPoint, as well as various other office equipment.
Extremely flexible in order to function in a continuously demanding and dynamic environment. Must be resourceful and creative in order to act on demand and resolve problems.
Working knowledge of sales techniques and Private Wealth Management strategies and initiatives suffici