Regional Associate

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

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 Associate 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.

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. 

The expected annualized base salary range for this role is $82,000 to $106,400.

The base salary is determined by a variety of factors, including the candidate’s skills, experience, and job-related knowledge, as well as geographic location and specific business needs. Our compensation philosophy supports ongoing growth and development, enabling progression within the salary range as team members advance in their roles.

In addition to base pay, compensation for this role includes participation in an annual discretionary incentive or bonus program.

We are committed to providing fair, equitable, and competitive compensation opportunities for all employees and we encourage open conversations about compensation throughout the recruitment process.

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, analyzing, 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.
• 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.).
• Ensure compliance with policies, standards, guidelines, and controls by applying the policies and controls fairly and consistently so employees understand what to expect.

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 self-managing 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 sufficient to promote banking and investment products/services
• Working knowledge of PC software and mainframe applications sufficient to enter and access customer information.

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 aspire to give you a career, rather than just a paycheck.

• We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, defined benefit pension plan*, an employee share purchase plan, a vacation offering, wellbeing support, 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.

• We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.

*Subject to plan and 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 [email protected]

• 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.

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