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Manager, Client Advice - Marché central

CIBC
Montréal, CAN
Full-time
Onsite
Discovered 2 weeks ago
Client relationship managementTeam leadershipCoaching and employee developmentClient serviceFinancial servicesComplaint resolution and escalation

Full Job Posting

Role overview

Leads and coaches client-service and financial-service professionals in Personal and Business Banking.

The role focuses on exceptional client experiences, stronger client relationships, and connecting clients with advice that meets their financial needs.

Responsibilities

  • Coach and lead a team to deepen client relationships and meet client financial needs.
  • Support employees in promptly resolving complaints, escalating difficult issues, and helping clients use self-service channels.
  • Promote collaboration across client offers and direct clients to appropriate advice and services.
  • Support the Banking Centre Leader with performance monitoring, action plans, and overall banking centre results.
  • Recognize team contributions, provide hands-on coaching, and foster a productive team environment.
  • Represent CIBC in the community and recruit employees who share its values.

Qualifications and schedule

  • Hold current mutual funds accreditation in good standing through the Canadian Securities Course or Investment Funds in Canada.
  • Have experience coaching and providing hands-on support to meet team goals.
  • Be flexible to work banking centre hours, including possible evenings and weekends.
  • Be flexible to work at multiple banking centres within a reasonable travel distance.

Additional credentials

  • Branch Compliance Officer's Course, Branch Managers Examination Course, Conduct and Practices Handbook, Wealth Management Essentials, or Certified Financial Planner credentials are assets.

Workplace

  • The employer states the role is on-site full-time.
  • Work may involve multiple banking centres within a reasonable travel distance.

Benefits

  • The employer lists competitive salary, incentive pay, banking benefits, a benefits program, a defined benefit pension plan, an employee share purchase plan, vacation, wellbeing support, and recognition programs; some benefits are subject to plan terms.

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