Current jobs related to Manager, Client Advice - Penticton - CIBC


  • Penticton, Canada CIBC 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...


  • PENTICTON, Canada Royal Bank of Canada Full time

    Job Description Are you 1-3 years away from graduation and plan to pursue a career in banking? We have Summer Student Intern opportunities available in Penticton and Oliver, British Columbia. What is the opportunity? Open the door to the first of many opportunities at RBC and experience the challenges and rewards of working in the financial services...


  • Penticton, Canada Royal Bank of Canada> Full time

    Job DescriptionAre you 1-3 years away from graduation and plan to pursue a career in banking? We have Summer Student Intern opportunities available in Penticton and Oliver, British Columbia.What is the opportunity?Open the door to the first of many opportunities at RBC and experience the challenges and rewards of working in the financial services industry....


  • Penticton, Canada TD Full time

    Lieu De Travail Penticton, Colombie-Britannique, Canada Horaire 15 Secteur D’activité Services bancaires personnels et commerciaux Détails De La Rémunération $22.00 - $27.21 CAD La TD a à cœur d’offrir une rémunération juste et équitable à tous les collègues. Les occasions de croissance et le perfectionnement des compétences sont des...


  • Penticton, Canada TD Full time

    OverviewSecteur D’activité Services bancaires personnels et commerciauxLieu De Travail Penticton, Colombie-Britannique, CanadaHoraire 15Secteur D’activité Services bancaires personnels et commerciauxDétails De La Rémunération 22.00 - 22.71 CADLa TD a à cœur d’offrir une rémunération juste et équitable à tous les collègues. Les occasions de...


  • Penticton, Canada Acera Full time

    **The Company** CapriCMW is a uniquely independent, employee-owned insurance and risk management company, recognized as one of Canada’s top commercial insurance brokers. With decades of experience and specialized knowledge in local sectors, CapriCMW has served as trusted advisors to businesses and individuals since 1975. We provide general insurance...

  • Manager, Domestic Tax

    4 weeks ago


    Penticton, Canada Doane Grant Thornton LLP Full time

    1 day ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. As a Tax Manager in our Domestic Tax team, you’ll work with a wide variety of clients and build your experience in new industries. Working with some of Canada’s top gurus in Tax, a career in tax at Doane Grant Thornton is an opportunity to create...


  • Penticton, Canada Doane Grant Thornton LLP Full time

    A growing professional services firm in Penticton is seeking a Tax Manager to provide corporate tax planning and personalized solutions. This role involves coaching a team, establishing client relationships, and reviewing tax engagements. Ideal candidates will have expertise in Canadian tax compliance and experience in mentoring. The firm promotes a...


  • Penticton, British Columbia, Canada The Canada Life Assurance Company Full time $50,900 - $76,400

    Permanent Full Time -Investment Planning Counsel (IPC) is one of Canada's leading independent wealth management firms. We are a diverse group of people all driven towards one goal: helping our advisors build a better business through a remarkable client experience.    In November 2023, Canada Life acquired IPC.  Canada Life is a member of the Power...


  • Penticton, Canada Acera Full time

    Salary: **About Acera Insurance** Acera Insurance is one of the largest independent, employee-controlled brokerages in Canada. With over 60 locations across Alberta, British Columbia, Ontario and the Yukon, and $1 billion in gross written premium, our team provides individuals, families and businesses unbiased insurance and risk management solutions that...

Manager, Client Advice

1 day ago


Penticton, Canada CIBC 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 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 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. Job Location Penticton-Cherry Lane Shpg Ctr 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 #J-18808-Ljbffr