CIBC

Manager, Client Advice I

CIBC$75K — $95K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 5+ years of experience in client service or financial services leadership
  • Valid Mutual Funds License and good standing in Canadian Securities Course or Investment Funds in Canada
  • Experience in coaching and developing team members
  • Strong understanding of financial products and services
  • Proven record of achieving goals and improving client satisfaction

Responsibilities

  • Develop and coach a team to enhance client service and financial advice
  • Lead by example to deepen client relationships and resolve complaints
  • Monitor business performance and implement action plans to improve results
  • Create a collaborative culture across service channels to meet financial needs
  • Promote a positive team environment and recognize team contributions

Benefits

  • Competitive salary and incentive pay
  • Banking benefits and comprehensive benefits program
  • Defined benefit pension plan and employee share purchase plan
  • Paid time off for personal growth and development initiatives
  • Wellbeing support and social recognition programs
Full Job Description

What you’ll be doing

As a member of the Personal and Business Banking team, you’ll develop and coach a team of client service and financial service professionals, working towards a shared goal – delivering an exceptional client experience and deepening client relationships. As a Manager, Client Advice, you’ll inspire team members to perform at their best, while supporting a “One Team” approach that connects each client with the right advice to meet their financial needs. You’re flexible to work our banking centre hours which may include evenings and weekends. To help deliver a great client experience, you’re flexible to work at multiple banking centres within a reasonable travel distance.

At CIBC we enable the work environment most optimal for you to thrive in your role. To successfully perform the work, you’ll be on-site full-time.

How you’ll succeed

  • Client experience - Lead by example, show your team how to deepen client relationships and meet client financial needs while providing a high standard of service. Deliver the client experience by encouraging employees to quickly resolve client complaints, escalating when necessary, and manage hard to solve issues. Empower clients to utilize self-service channels.

  • Results driven leadership - Create a culture of collaboration across multiple client offers so that clients are served by those best able to meet their financial needs. Support the Banking Centre Leader in monitoring business performance, put action plans in place to close any gaps and work as one team with all partners to increase the banking centre’s overall performance.

  • People Leadership - Create a team oriented, positive and productive working environment by recognizing the contributions of your team. Lead and coach a successful client service and financial services team. Advocate CIBC within the community to recruit employees who share and demonstrate our values.

Who You Are

  • You put our clients first.You engage with purpose to find the right solutions. You go the extra mile, because it’s the right thing to do.

  • You act like an owner. You thrive when you're empowered to take initiative, go above and beyond, and deliver results.

  • You are a caring and accountable leader. You’re passionate about developing and growing team members abilities. You have experience providing coaching and hands on support to meet team goals.

  • You’re goal oriented. You’re motivated by accomplishing your goals and delivering your best to make a difference.

  • You're passionate about people. You find meaning in relationships and surround yourself with a diverse network of partners. You connect with others through respect and authenticity

  • You’re a certified professional.You have current accreditation and good standing Mutual Funds License (Canadian Securities Course or Investment Funds In Canada). It’s an asset if you’ve completed any of the following: Branch Compliance Officer’s Course (BCO), Branch Managers Examination Course (BME), Conducts & Practices Handbook (CPH) Wealth Management Essentials (WME); or Certified Financial Planner (CFP)

  • Values matter to you. You bring your real self to work and you live our values – trust, teamwork and accountability.

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

Job Location

Mississauga-Dundas&Hurontario

Employment Type

Regular

Weekly Hours

37.5

Skills

Client Service, Customer Experience (CX), Ensure Compliance, Financial Advising, Financial Products, People Management, Results-Oriented, Risk Management

About CIBC

The Canadian Imperial Bank of Commerce is a Canadian multinational banking and financial services corporation headquartered in Toronto, Ontario. The bank is headquartered at Commerce Court in the city's Financial District. CIBC's Institution Number is 010, and its SWIFT code is CIBCCATT. It is one of two Big Five banks founded in Toronto, the other being the Toronto-Dominion Bank. The Canadian Imperial Bank of Commerce was formed through the June 1, 1961, merger of the Canadian Bank of Commerce and the Imperial Bank of Canada, the largest merger between chartered banks in Canadian history. The bank has four strategic business units: Canadian Personal and Business Banking, Canadian Commercial Banking and Wealth Management, U.S. Commercial Banking and Wealth Management, and Capital Markets. It has international operations in the United States, the Caribbean, Asia, and United Kingdom; Globally. CIBC serves more than eleven million clients, and has over 40,000 employees. The company ranks at number 172 on the Forbes Global 2000 listing.
Learn more about CIBC
Market Cap
$43.5 billion
Industry
Founded
1867
5 Year Trend
+8.8%

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