Senior Consultant, Sales & Service

CIBC

Winnipeg

On-site

CAD 85,000 - 120,000

Full time

3 days ago
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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, recognition program

Job summary

CIBC is seeking a Senior Consultant, Client Support, at the Regional Office in Winnipeg to drive exceptional client experiences and advisory practices. You will advise front-line leaders, coach teams, and ensure adherence to service standards, while collaborating across partners to sustain effective client relationships.

The role emphasizes consultative support, process excellence, and leadership influence; on-site full-time with opportunities to impact client outcomes and operational

Qualifications

  • Senior-level client service experience with advisory capabilities.
  • Proven ability to coach front-line leaders.
  • Experience in wealth management or client-focused financial services is a plus.

Responsibilities

  • Provide consultation and coaching to front-line teams on client service processes.
  • Support sustainment of advisory planning model and best practices.
  • Analyze client experience trends and identify improvement opportunities.
  • Collaborate with leadership to strengthen client relationships and operational consistency.
  • Lead training on contact strategies and client relationship tools.

Skills

Analytical Thinking
Client Service
Coaching
Customer Experience
Long Term Planning
Personal Initiative
Stakeholder Relationship Management
Team Consulting
Work Collaboratively

Education

Bachelor's degree in business, finance, commerce, or related field

Job description

What you’ll be doing

Imperial Service is focused on delivering a high-quality, consistent client experience through strong service standards, effective advisory practices, and meaningful client relationships. As a Senior Consultant, Client Support, Regional Office, you’ll provide consultation, coaching, and guidance to front-line leadership and teams to help implement and sustain client service processes and an advisory planning model that supports client needs. You’ll use your deep knowledge of service excellence, client experience, and operational effectiveness to identify trends, uncover opportunities for improvement, and recommend practical solutions to senior leaders. You’ll support the consistent use of contact and client relationship planning tools, helping teams build strong habits and deliver a more connected client experience. You’ll also contribute to departmental planning, strengthen partnerships across the business, and help ensure our client-focused standards are embedded in everyday practices. Through your leadership, collaboration, and accountability, you’ll help create better outcomes for our clients and the teams who support them. 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

Consultative support - Provide expert consultation and coaching to front-line leaders and teams on client service processes, standards, and best practices to support a consistent and effective client experience. Advisory model sustainment - Support the implementation and ongoing sustainment of the advisory planning model by reinforcing expectations, identifying gaps, and helping teams adopt effective routines and behaviours. Client experience insights - Analyze service trends, team performance indicators, and client experience opportunities to identify areas for improvement and recommend actions to senior management. Training and enablement - Deliver guidance, support and training on contact strategies and client relationship planning tools so teams can confidently use them to deepen client relationships. Partnership and planning - Work closely with leadership and business partners on departmental planning, process milestones, and service initiatives that strengthen client relationships and operational consistency. Influence and collaboration - Build strong relationships across teams and connect people, resources and networks to drive alignment, remove barriers and support shared success.

Who you are

Your influence makes a difference. You know that relationships and networks are essential to success. You inspire outcomes by sharing your expertise. 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 are a caring and accountable leader. You have experience developing and implementing strategic team goals. You have experience coaching employees and inspiring successful team performance. You give meaning to data. You enjoy investigating complex problems and making sense of information. You communicate detailed information in a meaningful way. You can demonstrate experience in client service coaching, advisory practice support, service process implementation, and stakeholder management. It’s an asset if you have experience in wealth management, private banking, or a client relationship-focused financial services environment. You have a degree/diploma in business, finance, commerce, or a related field. Values matter to you. You bring your real self to work, and you live our values – trust, teamwork, and accountability.

What CIBC Offers

At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck. We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, defined benefit pension plan*, an employee share purchase plan, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.

  • 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

*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 Mailbox.careers-carrieres@cibc.com 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

MB-Winnipeg, 1 Lombard Place, 6th Floor

Employment Type

Regular

Weekly Hours

37.5

Skills
  • Analytical Thinking
  • Client Service
  • Coaching
  • Customer Experience (CX)
  • Long Term Planning
  • Personal Initiative
  • Stakeholder Relationship Management
  • Team Consulting
  • Work Collaboratively
Company Culture

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.

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