Manager, Client Advice
1 week 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.
LI-TA
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- 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. Job Location
Mont-Sherbrooke & Metcalfe
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
-
Advice & Service Coach
1 week ago
Montréal, Canada Scotiabank Full timeRequisition ID: 239902 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. The A.S.E. Advice & Service Coach (ASC) is an infield role operating in a hybrid work structure. The Advice & Service Coach plays a crucial role in developing and enhancing the skills of our retail branch sales teams, enabling them...
-
Branch Manager Advice Sales
5 days ago
Montréal, Canada Scotiabank Full timeRequisition 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...
-
Bilingual Fraud Advisor Advice Centre
1 week ago
MONTRÉAL, Canada Royal Bank of Canada Full timeJob Description What is the opportunity? You are a Bilingual Fraud Advisor within RBC Advice Centre as an RBC ambassador delivering an exceptional client experience. You champion the RBC brand and provide support to our clients as they interact with us in a variety of ways whether it is by phone or email. If you have strong analytical skills, are...
-
Financial Security Advisor
5 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....
-
Montréal, Canada The Canada Life Assurance Company Full timePermanent Full Time Given the size and scope of our organization, we have the flexibility for this position to be located in the following head office locations: Montreal, Ottawa. Advice Canada is our dedicated, coast-to-coast support team, committed to helping independent advisors and their business succeed. As the advisor sales support team for...
-
Client Advisor
7 hours ago
MONTRÉAL, Canada Royal Bank of Canada Full timeJob Description Mobility Requirement: Please note that successful candidates will be required to offer and maintain mobility between the branch locations listed in the "Job Available at Other Locations" section of this job posting. As part of RBC's commitment to providing exceptional client service and achieving its business objectives, the ability and...
-
Bilingual Client Service Manager
2 weeks ago
Montréal, Canada Royal Bank of Canada Full time**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 across both...
-
Manager, Operations
3 days 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...
-
Vice-president Treasury
5 days ago
Montréal, Canada Royal Bank of Canada Full time**Job Summary** **What is the opportunity?** In this role, you will be responsible for the management and revenue growth from RBC Capital Market client base from a Treasury and Cash Management perspective and provides a gateway to RBC for various products and services directly or indirectly impacting revenues to the business. You will manage...
-
2025 Summer - Client Advisor Student Intern
2 weeks ago
Montréal, Canada Royal Bank of Canada Full time**Job Summary** Are you 1-3 years away from graduation and plan to pursue a career in banking? We have Summer Student Intern opportunities available in **West Island and area.** **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. If...