Manager, Client Advice

3 weeks ago

Montréal, 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

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

  • Branch Manager Advice Sales

    4 weeks ago

    Montréal, Canada Scotiabank Full time

    Requisition ID: 169871 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **About the role**: As a Branch Manager Trainee, you will assume responsibility for the overall success of the branch by working to meet financial objectives related to the profitable growth and retention of the branch’s personal...

  • Branch Manager Advice Sales

    4 weeks ago

    Montréal, Canada Scotiabank Full time

    Requisition ID: 171618 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **About the role**: As a Branch Manager Trainee, you will assume responsibility for the overall success of the branch by working to meet financial objectives related to the profitable growth and retention of the branch’s personal...

  • Branch Manager Advice Sales

    1 week ago

    Montréal, Canada Scotiabank Full time

    Requisition ID: 178954 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **About the role**: As a Branch Manager, you will assume responsibility for the overall success of the branch by working to meet financial objectives related to the profitable growth and retention of the branch’s personal and...

  • Portfolio Manager

    3 weeks ago

    Montréal, Canada T.I.P. Wealth Manager Inc. Full time

    **ROLE: Portfolio Manager** Location: Montreal (hybrid) Duration: 12 months to permanent Compensation: Competitive **SUMMARY OF DAY TO DAY RESPONSIBILITIES**: - Work with experienced portfolio managers to manage investment portfolios - Conduct securities research and analysis, select suitable securities and structure portfolios according to investment...

  • Associate Director Advice Centre, Home

    4 weeks ago

    Montréal, Canada Royal Bank of Canada Full time

    **Job Summary** Manages all customer service activities and initiatives for a major site or multiple sites. Typically manages 2 or more specialized departments comprised of supervisors, managers, professionals, and/or large numbers of operational support employees. **What is the opportunity?** As the Associate Director Advice Centre, Home and Auto, you...

  • Damage Insurance Agent, Advice Centre

    3 weeks 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...

  • Client Representative, Customer Solutions Bell

    4 weeks ago

    Montréal, Canada CUSTOMER EXPERIENCEEXPRIÉNCE CLIENT Full time

    Req Id: 407787 At Bell, we do more than build world-class networks, develop innovative services and create original multiplatform media content - we advance how Canadians connect with each other and the world. If you’re ready to bring game-changing ideas to life and join a community that values professional growth and employee wellness, we want you on...

  • Bilingual Associate Planner, Advice Connect

    3 weeks 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...

  • Bilingual Associate Planner, Advice Connect

    3 weeks 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...

  • Client Advisor

    7 days ago

    Montréal, Canada Royal Bank of Canada Full time

    **Job Summary** **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 relationships. If you have the self-motivation to deliver exceptional customer service...

  • Client Advisor

    2 weeks ago

    Montréal, Canada Royal Bank of Canada Full time

    **Job Summary** 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 relationships. If you have the self-motivation to deliver exceptional customer service and...

  • Client Advisor

    2 weeks ago

    Montréal, Canada Royal Bank of Canada Full time

    **Job Summary** **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 relationships. If you have the self-motivation to deliver exceptional customer service...

  • Analyst, Client Documentation Management

    4 weeks ago

    Montréal, Canada Laurentian Bank Full time

    Seeing beyond numbers **TM** At Laurentian Bank, we believe we can change banking for the better. Founded in Montreal in 1846, Laurentian Bank helps families, businesses and communities thrive. Today, we have over 3,000 employees working together as One Team, to provide a broad range of financial services and advice-based solutions for customers across...

  • Private Client Associate

    4 weeks ago

    Montréal, Canada Royal Bank of Canada Full time

    **Come Work with Us!** At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose. Whether you’re helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work...

  • Client Relationship Manager, Commercial Banking

    3 weeks ago

    Montréal, Canada Scotiabank Full time

    Requisition 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 Service Associate, Td Wealth Management

    3 weeks ago

    Montréal, Canada TD Bank Full time

    430782BR Wealth Management Montreal, QC January 22, 2024 Hours 37.5 Workplace Model Hybrid Pay Details Department Overview TD Private Wealth Management takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions and service to clients. **TD Private Investment...

  • Bilingual Banking Advisor, Rbc Advice Centre

    4 weeks ago

    Montréal, Canada Royal Bank of Canada Full time

    **Come Work with Us!** At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose. Whether you’re helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work...

  • Talent Acquisition Partner, Mobile Advice

    22 hours ago

    Montréal, QC, Canada Canadian Imperial Bank of Commerce Full time

    Talent Acquisition Partner, Mobile Advice - Bilingual (12 Month Contract) page is loaded Talent Acquisition Partner, Mobile Advice - Bilingual (12 Month Contract) Apply locations Montréal, QC Toronto, ON time type Full time posted on Posted Yesterday job requisition id 2414160 We’re building a relationship-oriented bank for the modern world. We need...

  • Client Relationship Manager, Commercial Banking

    2 weeks ago

    Montréal, Canada Scotiabank Full time

    Requisition 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...

  • Private Banker, Very High Net Worth Clients

    1 week ago

    Montréal, Canada Royal Bank of Canada Full time

    **Job Summary** **What is the opportunity?** We are looking for a Private Banker with entrepreneurial drive to join our dynamic and growing team. You will be responsible for establishing new relationships within your target market and for the growth of existing very high net worth (VHNW) clients using a personalized and confidential approach to execute...