Manager, Client Advice I (Financial Advising)

Location: Niagara Falls, ON, Canada; full-time on-site. Flexibility to work at multiple banking centres within a reasonable travel distance is required.

Company

CIBC is a relationship-oriented bank providing personal and business banking services.

What you will do

• Lead and coach a team of client service and financial service professionals.
• Deliver a high standard of client service, deepen client relationships, and support clients’ financial needs.
• Encourage prompt resolution of client complaints, escalate complex issues, and promote self-service channels.
• Support business performance monitoring, create action plans to close gaps, and collaborate with partners to improve banking centre results.
• Build a positive, productive, and team-oriented environment while recruiting and developing employees within the community.

Requirements

• Experience providing coaching and hands-on support to achieve team goals.
• Current accreditation and good standing with a Mutual Funds License through the Canadian Securities Course or Investment Funds In Canada.
• Client-focused, accountable, goal-oriented leadership with strong relationship-building and collaboration skills.
• Ability to work banking centre hours, including evenings and weekends when required.
• Legal eligibility to work at the specified location, with a valid work or study permit where applicable.

Nice to have

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

Culture & Benefits

• Regular employment with a 37.5-hour work week.
• Competitive salary, incentive pay, banking benefits, benefits program, defined benefit pension plan, employee share purchase plan, vacation, and wellbeing support.
• Inclusive workplace with accessible candidate support and opportunities for professional growth.
• Paid Purpose Day and a personalized recognition program.

Hiring process

• The process may include an attribute-based assessment and skills tests, such as simulations, coding, or French proficiency assessments.
• Artificial intelligence tools may be used during recruitment.