CIBC

Manager,ClientAdvice

kelowna, british columbia, canada FULL TIME
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for Mid candidates.

The Brief

“Manager, Client Advice at CIBC. Skills: Client Service, Customer Experience (CX), Financial Advising, Financial Products, People Management, Results-Oriented, Risk Management. Develop and coach a team of client service and financial service professionals. Deliver an exceptional client experience and deepen client relationships”

What You'll Achieve.

Deliver an exceptional client experience; Deepen client relationships; Inspire team members to perform at their best; Increase the banking centre’s overall performance

Industry & Context.

Eligibility Requirements

Flexible to work banking centre hours which may include evenings and weekends, Flexible to work at multiple banking centres within a reasonable travel distance, Must be legally eligible to work at the location(s) specified, May be asked to complete an attribute-based assessment and other skills test

What They're Looking For.

Must Have

Mutual Funds License (Canadian Securities Course or Investment Funds In Canada)

Nice to Have

Branch Compliance Officer’s Course (BCO), Branch Managers Examination Course (BME), Conducts & Practices Handbook (CPH), Wealth Management Essentials (WME), Certified Financial Planner (CFP)

What You'll Do.

Develop and coach a team of client service and financial service professionals

Deliver an exceptional client experience and deepen client relationships

Inspire team members to perform at their best

Support a “One Team” approach that connects each client with the right advice to meet their financial needs

show your team how to deepen client relationships and meet client financial needs while providing a high standard of service

Encourage employees to quickly resolve client complaints

escalating when necessary

and manage hard to solve issues

Empower clients to utilize self-service channels

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

Work as one team with all partners to increase the banking centre’s overall performance

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

How You'll Work.

Team & Collaboration

Create a culture of collaboration across multiple client offers; Work as one team with all partners to increase the banking centre’s overall performance

Full Job Description

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](https://www.cibc.com/en/about-cibc.html) **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

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