Manager, Client Advice
6 months ago
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
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 knowYou need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.
Job Location
Montreal-Carre Phillips
Employment Type
Regular
Weekly Hours
37.5
**Skills**:
Client Relationship Management, Customer Experience (CX), Ensure Compliance, Financial Advising, Financial Services, People Managem
-
Financial Security Advisor
4 days ago
Montréal, Canada Royal Bank of Canada Full time**Job Summary** **What is the opportunity?** A hybrid role at RBC Insurance Advice Centre gives you the best of both worlds—the flexibility you need for your life and the fulfillment you seek in your work. We are looking for dynamic individuals with a passion for helping people to join our fast-paced Life Sales team at the RBC Insurance Advice Centre....
-
Damage Insurance Agent, Advice Centre
6 months ago
Montréal, Canada Royal Bank of Canada Full time**Job Summary** **Help serve millions of Canadians in a meaningful role that also helps you balance work and life.** A hybrid role at RBC Insurance Advice Centre gives you the best of both worlds—the flexibility you need for your life and the fulfillment you seek in your work. **What is the opportunity?** **RBC Insurance is offering a Sponsorship...
-
Bilingual Associate Planner, Advice Connect
6 months ago
Montréal, Canada TD Bank Full time**Bilingual Associate Planner, Advice Connect - Montreal**: - 423663BR **Job Category - Primary** - Call Center **Work Location** - 7250 Mile End **Employment Type** - Regular **City** - Montreal **Time Type** - Full Time **Province/State** - Quebec **Hours** - 37.5 **Workplace Model** - Hybrid **Pay Details** **Department Overview** TD Wealth...
-
Bilingual Associate Planner, Advice Connect
7 months ago
Montréal, Canada TD Bank Full time**Bilingual Associate Planner, Advice Connect - Montreal**: - 416218BR **Job Category - Primary** - Call Center **Work Location** - 7250 Mile End **Employment Type** - Regular **City** - Montreal **Time Type** - Full Time **Province/State** - Quebec **Hours** - 37.5 **Workplace Model** - Hybrid **Pay Details** **Department Overview** TD Wealth...
-
Insurance Advisor, Home and Auto
4 months ago
Montréal, QC, Canada Royal Bank of Canada Full time**Job Summary** **What is the opportunity?** The role at RBC Insurance Advice Centre gives you the best of both worlds - the flexibility you need for your life and the fulfillment you seek in your work. We will provide you with the tools, training and support you need to successfully complete the Damage Insurance Certificate delivered by l’Autorité des...
-
Client Relationship Manager, Commercial Banking
7 months ago
Montréal, Canada Scotiabank Full timeRequisition ID: 175771 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **About the role**: The Client Relationship Manager (CRM) contributes to the overall success of the Commercial Bank in Canada ensuring specific individual goals, plans, initiatives are executed / delivered in support of the team’s...
-
Client Care Advisor
3 months ago
Montréal, QC, Canada Royal Bank of Canada Full time**Job Summary** ** Opportunity for Client Care Advisor role at Van Horne & Victoria - Full Time ** **What is the opportunity?** As an RBC Ambassador inside our branches, you will put clients first and find solutions to their individual needs. You will champion the RBC brand and drive business by supporting new client acquisition and deepening existing...
-
Bilingual Client Service Manager
3 months ago
Montréal, QC, Canada Royal Bank of Canada Full time**Job Summary** **What is the opportunity?** Client Management is accountable for the overall client experience and satisfaction with RBC Investor Services (“RBCIS”), ensuring that what we deliver and how we deliver it, aligns with, or exceeds their expectations. The role brings technical and working knowledge of all client activities and touch points...
-
Bilingual Associate, Client Management
1 month ago
Montréal, QC, Canada Royal Bank of Canada Full time**Job Summary** **What is the opportunity?** Service Assurance is the operational service group accountable for overall client satisfaction with RBC Investor Services (IS). In this role, you will be responsible for the day to day management of all client engagements, ensuring service standards are managed in an efficient manner and aligned with the...
-
Client Relationship Manager, Commercial Banking
6 months ago
Montréal, Canada Scotiabank Full timeRequisition ID: 199633 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **About the role**: The Client Relationship Manager (CRM) contributes to the overall success of the Commercial Bank in Canada ensuring specific individual goals, plans, initiatives are executed / delivered in support of the team’s...
-
Pia Client Service Associate
6 months ago
Montréal, Canada TD Bank Full time**PIA Client Service Associate**: - 426382BR **Job Category - Primary** - Wealth Management **Work Location** - 1350 Rene-Levesque Blvd Corporate **Employment Type** - Regular **City** - Montreal **Time Type** - Full Time **Province/State** - Quebec **Hours** - 37.5 **Workplace Model** - Hybrid **Hours/Availability Detail** - Full time **Pay...
-
Pia Client Service Associate
7 months ago
Montréal, Canada TD Bank Full time**PIA Client Service Associate**: - 430782BR **Job Category - Primary** - Wealth Management **Work Location** - 1350 Rene-Levesque Blvd Corporate **Employment Type** - Regular **City** - Montreal **Time Type** - Full Time **Province/State** - Quebec **Hours** - 37.5 **Workplace Model** - Hybrid **Pay Details** **Department Overview** TD Private...
-
Advisory Agent, Member and Client Experience
2 weeks ago
Montréal, Canada Desjardins Full timeThe 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 their financial empowerment. You promote the...
-
Client Experience Manager
8 months ago
Montréal, Canada Securian Canada Full time**What we do every day to be our very best** - Every day at Securian Canada means a day spent helping Canadians and their families build secure tomorrows. We’re agile and innovative, and we aren't afraid to challenge and create, or bring diverse perspectives to our work. - **Who we need** The **Client Experience Manager** will be responsible for planning,...
-
Client Services Officer, Roynat
6 months ago
Montréal, Canada Scotiabank Full timeRequisition ID: 201781 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. The Client services officer contributes to the overall success of the Roynat Capital sales force, is responsible for providing efficient and quality support to a small team of credit / business development professionals in our...
-
Client and Portfolio Administrator
6 months ago
Montréal, Canada Scotiabank Full time**Requisition ID**: 193036 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Jarislowsky, Fraser Limited is an investment management firm with over 60 years of experience conducting fundamental research and managing assets for pension funds, foundations and endowments, corporations and individuals in...
-
Client Success Manager
6 months ago
Montréal, Canada Alexa Translations Full time**About Us**: Alexa Translations is a leading translation service provider that helps the world’s largest and most prestigious legal, financial, and government industries with translation solutions that elevate the way they do business. Since 2002, we have grown our reputation by forging long-term relationships built on trust. Helping our clients reach...
-
Client Engagement Advisor
6 months ago
Montréal, Canada National Research Council Canada Full timeGreat Minds. One Goal. Canada's Success. Help bring research to life and drive your career forward with the National Research Council of Canada (NRC), Canada's largest research and technology organization. We are looking for a Client Engagement Advisor to support our Industrial Research Assistance Program’s (IRAP) Client Enablement team. The Client...
-
Manager - Client Relationship Management
7 months ago
Montréal, Canada Medina Quality Full timeMQ is an evolving company committed to improving the health and well-being of food consumers. We are dedicated to fostering proactive and valuable partnerships with our clients to create positive food experiences that are responsible, safe and memorable. To accomplish this, we have a strong diverse team of people to bring our clients an effective,...
-
Client Service Manager
6 months ago
Montréal, Canada ADP Full time**ADP is hiring a Client Service Manager** - Are you looking to grow your career in an agile, dynamic environment with plenty of opportunities to progress? Well, this may be the role for you. Ready to make your mark? As a** Client Service Manager**, you’ll help our clients leverage ADP's exceptional business solutions so they can focus on what matters...