CIBC
Manager,ClientAdvice
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Manager, Client Advice at CIBC. Skills: Client Service, Financial Advising, People Management, Results-Oriented. develop and coach a team of client service and financial service professionals. delivering an exceptional client experience”
What You'll Achieve.
delivering an exceptional client experience; deepening client relationships; inspire team members to perform at their best; meet client financial needs; increase the banking centre’s overall performance
Industry & Context.
quickly resolve client complaints, escalating when necessary, and manage hard to solve issues
flexible to work our banking centre hours which may include evenings and weekends, flexible to work at multiple banking centres within a reasonable travel distance, legally eligible to work at the location(s) specified above, where applicable, must have a valid work or study permit, may ask you to complete an attribute-based assessment and other skills test (such as simulation, coding, French proficiency)
What They're Looking For.
Must Have
current accreditation and good standing 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
delivering an exceptional client experience
deepening 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
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
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
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
support a “One Team” approach; Create a culture of collaboration across multiple client offers; work as one team with all partners
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 any
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