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First seen by our source: 3 hours ago

Senior Branch Administrator

@ CIBC Wood Gundy

Toronto, Ontario

Full-time
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SIGNALS

Overview

CIBC Wood Gundy is hiring a Senior Branch Administrator for a full-time, on-site role in Toronto, ON. The role oversees daily branch operations, client documentation, account maintenance, compliance processes and mentoring of junior administrative staff.

Responsibilities:

  • Oversee daily branch operations and administrative processes
  • Coordinate client documentation and account opening and maintenance
  • Ensure compliance with regulatory requirements
  • Manage scheduling, reporting and workflow for advisors and leadership
  • Mentor junior administrative staff

Requirements summary:

  • Strong administrative and organizational skills
  • Proficiency with MS Office and CRM or portfolio management platforms
  • Knowledge of wealth management and branch compliance
  • Excellent written and verbal communication
  • Post-secondary education in business, finance or related field
  • Prior financial services branch experience, preferably senior or supervisory

Tools & skills

Source and dates

Source type not verified · apify-linkedin

Employer posting date
Not provided
First seen by our source
2026-11-14
Source record updated
2026-11-14

These dates describe the source record, not a live verification that the employer is still hiring. Check the original posting.

Job details

SenioritySenior
DepartmentAdministrative
Manages peopleYes
Hours per week40 (estimated)
Travelair: none · ground: none
Work settingOffice
PositionMostly sitting
Physical demandsphysical low · computer high
LanguagesEnglish
Licences & certificationsCSC
EducationBachelor’s degree (preferred)
Fields of studybusiness, finance

Summary and details written by AI from the posting; the employer’s posting is the authority.

CIBC Wood Gundy

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Job description
Company Description CIBC Private Wealth Wood Gundy combines the strength of a leading wealth advisory brand with a highly personal, relationship-driven approach. Advisors benefit from a robust platform that supports building and sustaining distinctive practices through specialized expertise, innovative capabilities, and a collaborative culture focused on client needs. Clients experience trusted advice and tailored wealth solutions delivered through enduring relationships rooted in service excellence, integrity, and care. Team members join an environment that values professionalism, client-centric thinking, and long-term partnership. This commitment creates opportunities for career growth while contributing to high-quality wealth management experiences for clients.
Role Description The Senior Branch Administrator is a full-time, on-site role based in Toronto, ON, responsible for overseeing daily branch operations and administrative processes. This role coordinates client documentation, account opening and maintenance, and ensures adherence to compliance and regulatory requirements. The Senior Branch Administrator supports advisors and branch leadership by managing scheduling, reporting, and workflow, and by resolving operational issues efficiently. Responsibilities include maintaining accurate records, preparing correspondence and presentations, and liaising with internal departments to facilitate smooth client service. The role also involves identifying opportunities to streamline procedures, mentoring junior administrative staff, and contributing to a professional, client-focused branch environment.
Qualifications
  • Strong administrative and organizational skills, including experience managing branch operations, handling documentation, and maintaining accurate records.
  • Proficiency with office software and financial systems such as MS Office (Word, Excel, Outlook, PowerPoint) and CRM or portfolio management platforms.
  • Knowledge of wealth management or financial services, including basic investment products, regulatory requirements, and branch compliance processes.
  • Excellent written and verbal communication skills, with the ability to prepare correspondence, reports, and client-ready materials.
  • Demonstrated attention to detail, accuracy, and time management skills in a fast-paced, deadline-driven environment.
  • Collaborative mindset with the ability to support advisors and colleagues, mentor junior staff, and contribute to a positive team culture.
  • Client-service orientation, including professionalism, discretion, and the ability to handle sensitive information with integrity.
  • Post-secondary education in business, finance, or a related field; relevant industry courses or certifications (e.g., CSC or equivalent) are an asset.
  • Prior experience in a financial services or wealth management branch environment, preferably in a senior administrative or supervisory capacity.

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