Manager, Client Advice I

CIBC

Lethbridge, Alberta, Canada
Client experience leadership
Team coaching and development
Financial needs assessment
Develop and coach a team of client service and financial service professionals, working towards a shared goal – delivering an exceptional client experience and deepening client relationships

Job Summary

  • Develop and coach a team of client service and financial service professionals, working towards a shared goal – delivering an exceptional client experience and deepening client relationships.
  • Create a culture of collaboration across multiple client offers so that clients are served by those best able to meet their financial needs.
  • At CIBC, your goals are a priority. We aspire to give you a career, rather than just a paycheck.

Matching Summary

Develop and coach a team of client service and financial service professionals, working towards a shared goal – delivering an exceptional client experience and deepening client relationships.

Skills & Requirements

Must-have

  • Client experience leadership
  • Team coaching and development
  • Financial needs assessment
  • On-site full-time work

Nice-to-have

  • Community advocacy for recruitment
  • Collaboration across client offers
  • Empowering self-service channels

Key Requirements

  • Mutual Funds License (Canadian Securities Course or Investment Funds In Canada)
  • Experience providing coaching and hands on support
  • Legally eligible to work in Canada

Work Rights

Not specified

Tailored Resume

Cover Letter