Manager, Client Advice I

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

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 gaps and work as one team with all partners to increase the banking centre’s overall performance.
• People Leadership - 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.

Who you are

You put our clients first. You engage with purpose to find the right solutions. You go the extra mile, because it’s the right thing to do. You act like an owner. You thrive when you're empowered to take initiative, go above and beyond, and deliver results. You are a caring and accountable leader. You’re passionate about developing and growing team members abilities. You’re goal oriented. You’re motivated by accomplishing your goals and delivering your best to make a difference. You’re passionate about people. You find meaning in relationships and surround yourself with a diverse network of partners. You connect with others through respect and authenticity. You’re a certified professional. You have current accreditation and good standing Mutual Funds License (Canadian Securities Course or Investment Funds In Canada). It’s an asset if you’ve completed any of the following: Branch Compliance Officer’s Course (BCO), Branch Managers Examination Course (BME), Conducts & Practices Handbook (CPH) Wealth Management Essentials (WME); or Certified Financial Planner (CFP). Values matter to you. You bring your real self to work and you live our values - trust, teamwork and accountability.

What CIBC Offers

• 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

We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development. *Subject to plan and program terms and conditions

What you need to know

CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact [e-mail]. CIBC is committed to clarity in our hiring process. All roles posted are opportunities we’re actively recruiting for, unless stated otherwise. You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit. We may ask you to complete an attribute-based assessment and other skills test (such as simulation, coding, French proficiency). We use artificial intelligence tools during the recruitment process. Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us.

Job Location

Kingston-117 Bath Rd

Employment Type

Regular

Weekly Hours

37.5

Skills

• Client Service
• Customer Experience (CX)
• Ensure Compliance
• Financial Advising
• Financial Products
• People Management
• Results-Oriented
• Risk Management

At CIBC, we are in business to help our clients, employees and shareholders achieve what is important to them. Our ability to create value for all CIBC stakeholders is driven by a business culture based on common values: Trust, Teamwork and Accountability. Working with CIBC makes you a part of a work environment committed to our clients, employees and communities - a place where you can excel. Every day, our 48,000 employees help our clients achieve their financial goals, because what matters to our clients, matters to us.