Manager, Client Advice - Laval

Location: Laval, QC; full-time on-site at Laval-Tours Triomphe II, with flexibility to work at multiple banking centres within a reasonable travel distance and during banking centre hours, including evenings and weekends.

Company

CIBC is a relationship-oriented bank focused on helping clients meet their financial needs through personal banking and advice.

What you will do

• Develop and coach a team of client service and financial service professionals.
• Lead by example in delivering high-quality client service, deepening client relationships, and identifying suitable financial solutions.
• Support employees in resolving client complaints and complex issues, escalating when necessary, and promoting self-service channels.
• Monitor banking centre performance with the Banking Centre Leader and implement action plans to address gaps.
• Coordinate across client offers and partners to improve banking centre performance and client outcomes.
• Build a positive, collaborative, productive team environment and support recruitment within the community.

Requirements

• Current accreditation and good standing with a Mutual Funds License through the Canadian Securities Course or Investment Funds In Canada.
• Experience providing coaching and hands-on support to achieve team goals.
• Ability to lead client service and financial services professionals while developing team members’ capabilities.
• Ability to deliver client-focused financial advice, resolve difficult issues, and support compliance and risk management.
• Results-oriented approach with the ability to take initiative and work collaboratively across partners.
• Legally eligible to work at the specified location and, where applicable, hold a valid work or study permit.
• Flexibility to work evenings, weekends, and at multiple banking centres within a reasonable travel distance.

Nice to have

• Branch Compliance Officer’s Course (BCO).
• Branch Managers Examination Course (BME).
• Conducts & Practices Handbook (CPH).
• Wealth Management Essentials (WME).
• Certified Financial Planner (CFP) designation.

Culture & Benefits

• Inclusive environment supporting a wide range of abilities and an accessible candidate experience.
• Competitive salary, incentive pay, banking benefits, and a benefits program subject to plan terms.
• Defined benefit pension plan, employee share purchase plan, vacation offering, and wellbeing support.
• MomentMakers social recognition program and Purpose Day, a paid day for growth and development.
• Workspaces and technology designed to support collaboration and innovative client solutions.

Hiring process

• Potential attribute-based assessment and additional skills tests, including simulation or French proficiency testing.
• Artificial intelligence tools may be used during recruitment.