Manager, Client Advice

CIBC

Campbell River, BC, Canada
Competitive salary; incentive pyy available; benef...
Client service leadership
Financial advising expertise
Team coaching and development
You will lead and coach a team of client service professionals to deliver an exceptional client experience and deepen financial relationships

Job Summary

  • You will lead and coach a team of client service professionals to deliver an exceptional client experience and deepen financial relationships.
  • The role requires flexibility to work banking centre hours including evenings and weekends, as well as travel between multiple locations.
  • CIBC offers a competitive salary, incentive pay, defined benefit pension plan, and opportunities for growth through initiatives like Purpose Day.

Matching Summary

You will lead and coach a team of client service professionals to deliver an exceptional client experience and deepen financial relationships.

Salary

Competitive salary; Incentive pay available; Benefits include pension and share purchase plan

Skills & Requirements

Must-have

  • Client service leadership
  • Financial advising expertise
  • Team coaching and development
  • Compliance and risk management
  • Mutual Funds License accreditation

Nice-to-have

  • Branch Compliance Officer Course
  • Certified Financial Planner designation
  • Wealth Management Essentials
  • Diverse network building
  • Self-service channel advocacy

Key Requirements

  • Current Mutual Funds License (Canadian Securities Course or Investment Funds In Canada)
  • Experience providing coaching and hands-on support to meet team goals
  • Legal eligibility to work in Canada with valid permit if applicable

Work Rights

Must be legally eligible to work in Canada

Tailored Resume

Cover Letter