Client Advisory Manager

1 month ago

Maple Ridge, British Columbia, Canada Canadian Imperial Bank of Commerce Full time

At Canadian Imperial Bank of Commerce, we are committed to fostering a relationship-driven banking environment tailored for the contemporary world. We seek dedicated and skilled professionals who prioritize our clients' best interests.

We value your unique strengths and aspirations, empowering you to make a significant impact within our organization. Our team members are recognized for their contributions and the value they bring.

Key Responsibilities

As part of the Personal and Business Banking division, you will lead and mentor a team of client service and financial service experts, all working towards a unified objective – enhancing client satisfaction and strengthening client connections. In your role as a Client Advisory Manager, you will motivate your team to excel while promoting a collaborative approach that ensures each client receives tailored advice to address their financial requirements. Flexibility in working hours, including evenings and weekends, is essential, as is the ability to serve at various banking locations within a reasonable commuting distance.

Success Factors

  • Client-Centric Approach - Model exemplary behavior by demonstrating how to cultivate client relationships and fulfill their financial needs while maintaining a high service standard. Encourage your team to swiftly address client concerns, escalating issues when necessary, and manage complex challenges effectively. Empower clients to utilize self-service options.
  • Performance-Driven Leadership - Foster a collaborative culture across diverse client offerings, ensuring clients are served by the most qualified individuals to meet their financial objectives. Assist the Banking Centre Leader in evaluating business performance, implementing action plans to address any deficiencies, and collaborating with all partners to enhance overall banking centre results.
  • Team Leadership - Establish a positive, team-oriented, and productive work atmosphere by acknowledging your team's contributions. Lead and mentor a successful client service and financial services team. Advocate for Canadian Imperial Bank of Commerce within the community to attract individuals who embody our values.

Candidate Profile

  • Client First - You prioritize client needs and engage with intention to discover the best solutions, going above and beyond when necessary.
  • Ownership Mentality - You thrive when given the autonomy to take initiative and deliver exceptional results.
  • Supportive Leader - You are passionate about nurturing and enhancing the skills of your team members, providing coaching and hands-on assistance to achieve collective goals.
  • Goal-Oriented - You are driven by achieving your objectives and delivering your best to create a positive impact.
  • People-Focused - You value relationships and build a diverse network of partners, connecting through respect and authenticity.
  • Professional Credentials - You hold current accreditation and maintain good standing with a Mutual Funds License (Canadian Securities Course or Investment Funds In Canada). Additional qualifications such as Branch Compliance Officer's Course (BCO), Branch Managers Examination Course (BME), Conducts & Practices Handbook (CPH), Wealth Management Essentials (WME), or Certified Financial Planner (CFP) are advantageous.
  • Value-Driven - You bring your authentic self to work and embody our core values of trust, teamwork, and accountability.

What We Offer

At Canadian Imperial Bank of Commerce, your aspirations are our priority. We focus on your strengths and ambitions, striving to create opportunities that unlock your potential. We aim to provide you with a fulfilling career rather than just a paycheck.

  • We recognize your contributions in meaningful ways, including competitive compensation, incentive pay, banking benefits, a comprehensive benefits program*, a defined benefit pension plan*, an employee share purchase plan, vacation offerings, wellness support, and MomentMakers, our social recognition program.
  • Our workspaces and technological resources facilitate collaboration among innovative minds to develop impactful solutions for our clients.
  • We promote a culture that encourages you to express your ambitions through initiatives like Purpose Day; a paid day off dedicated to your personal growth and development.

*Subject to plan and program terms and conditions.

Important Information

  • Canadian Imperial Bank of Commerce is dedicated to creating an inclusive environment where all team members and clients feel valued. We welcome applicants with diverse abilities and provide an accessible candidate experience.
  • Applicants must be legally eligible to work in the specified locations and, where applicable, possess a valid work or study permit.
  • We may require you to complete an attribute-based assessment and other skills evaluations (such as simulations, coding, French proficiency, MS Office). Our goal during the application process is to learn more about you and provide an opportunity for you to understand more about us.

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