Client Advice Manager: Build Relationships & Service

CIBC; Campbell River; On-site; CAD 70,000 - 90,000; Full time

Job summary

A major Canadian bank in Strathcona Regional District is looking for a Manager, Client Advice. In this role, you will lead and coach a team of client service and financial service professionals, ensuring exceptional client experiences. You will monitor performance, recruit new team members, and cultivate a positive working environment. The ideal candidate has strong leadership skills, a passion for client relations, and relevant financial certifications. A competitive salary, benefits, and opportunities for growth are offered.

Benefits

Competitive salary

Incentive pay

Benefits program

Defined benefit pension plan

Employee share purchase plan

Wellbeing support

Qualifications

• Experience providing coaching and hands-on support to meet team goals.
• Certified professional with accreditation in a relevant financial field.

Responsibilities

• Lead a team delivering exceptional client experiences.
• Monitor business performance and implement action plans for improvement.
• Recruit and develop employees who share company values.

Skills

Client Service

Financial Advising

People Management

Results-Oriented

Risk Management

Customer Experience (CX)

Ensure Compliance

Financial Products

Education

Current accreditation for Mutual Funds License

Additional certifications (e.g., CFP)

Job description

A major Canadian bank in Strathcona Regional District is looking for a Manager, Client Advice. In this role, you will lead and coach a team of client service and financial service professionals, ensuring exceptional client experiences. You will monitor performance, recruit new team members, and cultivate a positive working environment. The ideal candidate has strong leadership skills, a passion for client relations, and relevant financial certifications. A competitive salary, benefits, and opportunities for growth are offered.