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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong leadership and management capabilities in overseeing branch operations, ensuring compliance, and maintaining high levels of client service. Proficient in coaching support staff and managing administrative functions to enhance branch profitability and efficiency.
Highest-signal resume keywords
Canadian Investment Regulatory Organization - Investment Dealer (CIRO-ID) LicensingBranch Operations ManagementPerformance ManagementBilingual in French and EnglishStrong Organizational Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Accounts Payable ProcessingTrade Ticket WritingTransactional Banking FunctionsBudget MonitoringOperational Support
Soft Skills
Interpersonal SkillsCoaching SkillsCommunication SkillsProblem-Solving Skills
Tools & Technologies
Office Equipment ManagementScheduling Software
Certifications & Qualifications
Postsecondary Degree/Diploma
Industry Keywords
Client ServiceComplianceBranch ProfitabilityHiring and TrainingAdministrative Support
About the role
Key responsibilities & impact- Contribute to people management of a small support team
- Create a positive work environment, lead and coach support staff, develop employee capability, and manage performance
- Manage all administrative aspects of Wood Gundy branch operations
- Hire, manage, and supervise non-commissioned branch staff
- Provide operational and administrative support to the branch and Investment Advisors
- Oversee transactional banking functions
- Maintain high levels of internal and external client service
- Ensure compliance and audit requirements are met
- Maintain branch profitability
- Oversee hiring, training, scheduling, supervision, and performance management of support staff
- Manage day-to-day branch operations and administration, including office equipment, supplies, functions, and events
- Identify efficiency opportunities and monitor branch budget and expenses
- Review and process accounts payable and monitor branch revenue and expenses
- Assist with Investment Advisor duties, including taking buy/sell orders
- Write accurate trade tickets
- Coordinate and notify brokers of new issues, cease trades, and halted trading
- Liaise among Wood Gundy departments to maintain customer service and operational procedures
Requirements
What you’ll need- Current accreditation and good standing for Canadian Investment Regulatory Organization - Investment Dealer (CIRO-ID) licensing
- Postsecondary degree/diploma and/or 4 years of relevant experience
- Strong organizational and administrative skills
- Strong management and interpersonal skills
- Ability to manage and coach support staff
- Strong communication and problem-solving skills
- Fluent in French and English
- Legally eligible to work at the specified location(s)
- Valid work or study permit where applicable
Benefits
Comp & perks- Competitive salary
- Incentive pay
- Banking benefits
- Benefits program
- Defined benefit pension plan
- Employee share purchase plan
- Vacation offering
- Wellbeing support
- MomentMakers social, points-based recognition program
- Paid Purpose Day for growth and development
- Flexible work arrangement with on-site and remote work proportions discussed during the interview