Manager, Client Advice

CIBC•Campbell River, BC

3d•Onsite

About The Position

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.

Requirements

You have current accreditation and good standing Mutual Funds License (Canadian Securities Course or Investment Funds In Canada).
You bring your real self to work and you live our values – trust, teamwork and accountability.
Client Service
Customer Experience (CX)
Ensure Compliance
Financial Advising
Financial Products
People Management
Results-Oriented
Risk Management

Nice To Haves

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

Responsibilities

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.
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.

Benefits

competitive salary
incentive pay
banking benefits
a benefits program
defined benefit pension plan
an employee share purchase plan
a vacation offering
wellbeing support
MomentMakers, our social, points-based recognition program
Purpose Day; a paid day off dedicated for you to use to invest in your growth and development