Client Advice Manager - Lead Team & Elevate Experience

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

Job summary

A prominent Canadian bank in Lethbridge seeks a Manager, Client Advice to lead a team focused on enhancing client experiences and relationships. The role emphasizes coaching and empowerment, ensuring team success in meeting financial goals. Candidates should have a background in financial services and relevant certifications. This is a full-time position that requires flexibility and a commitment to exceptional service delivery.

Benefits

Competitive salary

Incentive pay

Employee share purchase plan

Defined benefit pension plan

Well-being support

Qualifications

• Experience in client service and financial services coaching.
• Proven ability to develop team members and drive results.
• Certified professional with relevant licenses and qualifications.

Responsibilities

• Develop and coach a team to enhance client relationships.
• Lead by example in providing exceptional client service.
• Create a collaborative culture that addresses client needs.

Skills

Client Service

Customer Experience (CX)

Ensure Compliance

Financial Advising

People Management

Results-Oriented

Risk Management

Education

Current accreditation and good standing Mutual Funds License

Branch Compliance Officer’s Course (BCO)

Branch Managers Examination Course (BME)

Conducts & Practices Handbook (CPH)

Wealth Management Essentials (WME)

Certified Financial Planner (CFP)

Job description

A prominent Canadian bank in Lethbridge seeks a Manager, Client Advice to lead a team focused on enhancing client experiences and relationships. The role emphasizes coaching and empowerment, ensuring team success in meeting financial goals. Candidates should have a background in financial services and relevant certifications. This is a full-time position that requires flexibility and a commitment to exceptional service delivery.