Manager, Client Advice

3 weeks ago


Canada Canadian Imperial Bank of Commerce Full time

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

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

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 Mailbox.careers-carrieres@cibc.com

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 tests (such as simulation, coding, French proficiency, MS Office). 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.

Job Location

Yarmouth-317 Main St

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

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

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 Mailbox.careers-carrieres@cibc.com

  • 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 tests (such as simulation, coding, French proficiency, MS Office). 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.

Job Location

Yarmouth-317 Main St

Employment Type

Regular

Weekly Hours

37.5

Skills

Accountability, Banking, Client Relations, Client Relationship Management, Coaching, Codes of Conduct, Communication, Confidentiality, Customer Experience (CX), Customer Service, Financial Products, Investment Funds, Mutual Funds, People Leadership, People Management, Results-Oriented, Teamwork

At CIBC, we are in business to help our clients, employees and shareholders achieve what is important to them. Our ability to create value for all CIBC stakeholders is driven by a business culture based on common values: Trust, Teamwork and Accountability.

Working with CIBC makes you a part of a work environment committed to our clients, employees and communities - a place where you can excel.

Every day, our 44,000 employees help our clients achieve their financial goals, because what matters to our clients, matters to us. #J-18808-Ljbffr

  • Canada Consultation Manager Full time

    Consultation Manager (By Social Pinpoint) is a leading provider of innovative community engagement and stakeholder relationship management solutions. We're committed to delivering exceptional value to our clients and ensuring their success through our products and services. As a Solutions Engineer, you will serve as the primary technical resource for our...

  • Solutions Engineer

    7 days ago


    Canada Consultation Manager Full time

    Consultation Manager (By Social Pinpoint) is a leading provider of innovative community engagement and stakeholder relationship management solutions. We're committed to delivering exceptional value to our clients and ensuring their success through our products and services. As we continue to grow rapidly, we're seeking a talented and experienced Solutions...

  • Solutions Engineer

    7 days ago


    Canada Consultation Manager Full time

    Consultation Manager (By Social Pinpoint) is a leading provider of innovative community engagement and stakeholder relationship management solutions. We're committed to delivering exceptional value to our clients and ensuring their success through our products and services. As we continue to grow rapidly, we're seeking a talented and experienced Solutions...

  • Solutions Engineer

    2 days ago


    Canada Consultation Manager Full time

    Consultation Manager (By Social Pinpoint) is a leading provider of innovative community engagement and stakeholder relationship management solutions. We're committed to delivering exceptional value to our clients and ensuring their success through our products and services. As we continue to grow rapidly, we're seeking a talented and experienced Solutions...

  • Solutions Engineer

    2 days ago


    Canada Consultation Manager Full time

    Consultation Manager (By Social Pinpoint) is a leading provider of innovative community engagement and stakeholder relationship management solutions. We're committed to delivering exceptional value to our clients and ensuring their success through our products and services. As we continue to grow rapidly, we're seeking a talented and experienced...


  • Canada Canadian Imperial Bank of Commerce Full time

    We’re building a relationship-oriented bank for the modern world. 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,...


  • Canada Canadian Imperial Bank of Commerce Full time

    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...

  • Advisory Agent

    1 month ago


    Canada Desjardins Full time

    At Desjardins, we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should...

  • Advisory Agent

    1 month ago


    Canada Desjardins Full time

    At Desjardins, we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should...


  • Canada Desjardins Full time

    Temporary position for 12 months (On call) The work mode arrangement for the position is full-time on site As a member and client experience advisory agent, you help give members and clients a better experience, and ensure that they are satisfied. This includes making sure they feel welcome, listening to and addressing their needs, and helping them with...


  • Canada Cari Full time

    Job ID: # Store Name/Number: AB-West Edmonton (0510) Address: 8882 170th St., Edmonton, AB T5T 4J2, Canada (CA) Full Time/Part Time: Full Time Position Type: Regular You’ll love working here… As Manager, Client Services, you will be responsible for managing all services, classes and events in a specific Sephora store location. You will support in all...


  • Canada Absorb Technology Full time

    The Client Success Manager role offers a very exciting and rewarding opportunity in helping clients meet and/or exceed their goals. Success can be measured in many ways, and this enables the role to consistently evolve. With a wide variety of use cases, no clients are the same. Every conversation is different, and every client needs different...


  • Canada Songbird Life Sciences Inc Full time

    Help us build the solutions that will keep your community safe from disease Help us build the solutions that will keep your community safe from COVID-19 the disease that has forever changed how we live. Beyond COVID-19, this awareness and impact of infectious diseases is here to stay. Shared spaces where we gather to work, play, shop, and travel have...


  • Canada ZayZoon Full time

    **Canada** **Client Success /** **Fulltime /** **Remote** **JOIN THE COMPANY RESHAPING THE WORLD OF FINANCIAL WELLBEING** **WHO WE ARE** - We are a **well-organized, well-funded** and **fast-growing** Financial Technology and HR company that **does right by employees** across the US by not only giving them access to their own wages, on-demand, but a...


  • Canada Thecentermemphis Full time

    VC3 offers Managed IT Services, Private Cloud Services, Hosted VoIP, Custom Web Applications, SharePoint Consulting, and Website Design & Hosting. VC3 has more than 25 years of experience providing a full range of Information Technology Solutions and Services to hundreds of municipalities and organizations throughout the United States and Canada. The...


  • Canada Huestis Insurance Group Full time

    We know that our clients are the heart and soul of our business, and we know that taking care of our most important asset requires a dedicated focus on their needs. The right candidate will be guided by our core values of Service, Choice, and Advice. Providing exceptional customer service Managing an established book of business Writing New Business ...


  • Canada Moody's Investors Service Full time

    Experience Level: Experienced Hire Categories: Sales & Marketing Location(s): Remote - Canada, Remote, Remote, CA Role/Responsibilities : Moody’s Analytics provides financial intelligence and analytical tools to help business leaders make better, faster decisions. Our deep risk expertise, expansive information resources, and innovative application...


  • Canada Canadian Imperial Bank of Commerce Full time

    Senior Manager & Team Lead, Business Banking - York & Lakeside Market page is loaded Senior Manager & Team Lead, Business Banking - York & Lakeside Market Apply locations Barrie, ON time type Full time posted on Posted 4 Days Ago job requisition id 2405538 We’re building a relationship-oriented bank for the modern world. As the Senior Manager & Team...


  • Canada Canadian Imperial Bank of Commerce Full time

    Senior Manager & Team Lead, Business Banking - Hamilton/Burlington/Oakville Markets page is loaded Senior Manager & Team Lead, Business Banking - Hamilton/Burlington/Oakville Markets Apply locations Burlington, ON time type Full time posted on Posted 3 Days Ago job requisition id 2405531 We’re building a relationship-oriented bank for the modern world....


  • Canada Canadian Imperial Bank of Commerce Full time

    Senior Manager & Team Lead, Business Banking - Regina or Saskatoon, SK SK page is loaded Senior Manager & Team Lead, Business Banking - Regina or Saskatoon, SK SK Apply locations Regina, SK Saskatoon-201 21 St, 7th FL time type Full time posted on Posted Yesterday job requisition id 2405472 We’re building a relationship-oriented bank for the modern...