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CIBC

Runs banking and investment services across North America

Manager – Client Advice 1

Retail & Commercial BankingPosted on Nov 9
Full-timeNiagara Falls, ON, Canada

About the Job

Requirements

  • Current accreditation and good standing Mutual Funds License through the Canadian Securities Course or Investment Funds in Canada.
  • Legal eligibility to work at the specified location and, where applicable, a valid work or study permit.
  • Flexibility to work banking centre hours that may include evenings and weekends, and at multiple banking centres within a reasonable travel distance.

Responsibilities

  • Develop and coach a team of client service and financial service professionals to deliver an exceptional client experience and deepen client relationships.
  • Lead by example to deepen client relationships, meet clients’ financial needs, and provide a high standard of service.
  • Encourage employees to resolve client complaints quickly, escalate when necessary, and manage difficult-to-solve issues.
  • Empower clients to use self-service channels.
  • Create a collaborative culture across multiple client offers so clients receive advice suited to their financial needs.
  • Support the Banking Centre Leader in monitoring business performance, create action plans to close performance gaps, and work with partners to improve the banking centre’s overall performance.
  • Create a positive and productive team-oriented work environment by recognizing team members’ contributions.
  • Lead and coach the client service and financial services team.
  • Represent CIBC in the community and recruit employees who share and demonstrate its values.

Desired Qualifications

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

About the Company

CIBC

Runs banking and investment services across North America

CIBC runs personal and business banking, wealth management and capital markets businesses for clients in Canada and the United States. Its Canadian retail bank pairs banking centres and contact centres with mobile and online services, while its U.S. business focuses on commercial clients and private wealth. Customers use its accounts, mortgages, loans and investment services to manage cash, borrow and invest. The bank earns interest on lending, charges account and advisory fees, and generates revenue from securities trading and investment management. CIBC was formed by a bank merger in 1961, with operating roots dating to 1867, and is headquartered in Toronto, Ontario.

Company size
10,001+
Company stage
Not listed
Total funding
Not listed
Headquarters
Toronto, Canada
Founded
1961

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