Client Advice Manager: Lead & Elevate Service

CIBC US; Kingston; On-site; CAD 70,000 - 90,000; Full time

Benefits offered by this job

Competitive salary

Incentive pay

Banking benefits

Benefits program

Defined benefit pension plan

Employee share purchase plan

Vacation offering

Wellbeing support

MomentMakers program

Job summary

CIBC in Kingston is seeking a Manager, Client Advice to lead a team of client service and financial service professionals. The role focuses on delivering an exceptional client experience, deepening relationships, and connecting clients with the right advice across multiple banking centres within travel distance.

You will coach staff, promote aOne Team approach, and ensure on-site, full-time operations with flexible banking centre hours including evenings and weekends.

Qualifications

• Client-focused leadership with capability to deepen client relationships and meet financial needs.
• Experience coaching and guiding client service teams to deliver high standards of service.
• Strong understanding of banking products, investments and regulatory requirements.

Responsibilities

• Lead and coach a client service and financial services team to deliver an exceptional client experience.
• Drive cross-team collaboration to connect clients with the right advice and solutions.
• Monitor performance and implement action plans to improve banking centre results.
• Empower team to resolve client issues promptly and escalate when needed.

Skills

Client Service

Customer Experience

Ensure Compliance

Financial Advising

Financial Products

People Management

Results-Oriented

Risk Management

Education

Mutual Funds License (Canadian Securities Course or IFIC)

Job description

CIBC in Kingston is seeking a Manager, Client Advice to lead a team of client service and financial service professionals. The role focuses on delivering an exceptional client experience, deepening relationships, and connecting clients with the right advice across multiple banking centres within travel distance.

You will coach staff, promote aOne Team approach, and ensure on-site, full-time operations with flexible banking centre hours including evenings and weekends.