Nous bâtissons une banque axée sur les relations pour un monde moderne.

Nous recrutons des professionnels talentueux et passionnés qui ont à cœur de faire ce qu’il faut pour nos clients. À la Banque CIBC, nous misons sur vos forces et vos ambitions pour vous donner le pouvoir d’agir.

Les membres de notre équipe disposent de ce dont ils ont besoin pour apporter une contribution significative et être valorisés, à la fois pour ce qu’ils sont et ce qu’ils font.

Pour en savoir plus sur la Banque CIBC, visitez le site .

What You'll be Doing As part of a dynamic team of investment and private banking professionals in CIBC Wealth Management, CIBC Private Wealth Management (PWM) combines the strengths of CIBC Private Banking Private Investment Counsel and Trust to provide a broad selection of banking, investment and planning services.

This integrated service is being offered to a limited number of High and Ultra High Net Worth clients of CIBC in the GTA.

Private Banking Advisors offer high net worth clients a full range of exclusive and customized solutions including investment management, private banking, credit planning and cash management, wealth protection and business planning.

Working in close partnership with the Manager of Private Banking Operations, the Senior Leader, Wealth Client Services ensures that the ongoing operation of the Private Wealth Management platform performs effectively and efficiently and acts as their delegate in the absence of the Manager of Private Banking Operations.

This requires ongoing leadership, direction and coaching of several direct reports, which may consist of Banking Associates, Client Service Associates, and Client Service Representatives.

Liaises and works collaboratively with the Head of UHNW Private Banking, Market Leader, Senior Manager, Risk Manager and other staff within the Centre(s) including Private Wealth Management partners, CIBC Partners and external contacts.

In partnership with the Manager of Private Banking operations, the Sr.

Leader, Wealth Client Services is responsible for the overall client experience of the region.

How You’ll Succeed People Management- Understand and improve the client experience by demonstrating, championing and coaching direct reports in the delivery of high quality of service and problem resolution to meet or exceed, internal and external client expectations.

Lead, motivate, and coach direct reports within Private Banking to ensure they are capable of performing at or developing to the necessary standards.

Provide regular feedback on performance using the Performance Management and Measurement (PMM) tools.

Ensure Annual Performance objectives and Individual Development plans are in place for all direct reports ensuring performance appraisals and developmental needs are fair, accurate and effectively communicated.

Recognize and support learning time and accomplishments.

Partner with the Manager of Private Banking Operations to effectively manage and resource staffing requirements (i.e. interview, hiring, training, orientation) to ensure client service needs are met and Private Banking Advisors have appropriate level of support.

Sales Effectiveness- Proactively seek and initiate opportunities for client acquisition and client growth activities.





Coach to ensure joint participation between each Advisor and Associates as it relates to monthly contact planning.

Lead product knowledge meetings with the Private Wealth team.

Ensure that the team has a level of product knowledge that meets or exceeds client expectations and results in increased referral business.

Client Experience- Lead the identification and escalation of process improvements to enhance service quality.

Ensure ongoing use of support tools and escalation contacts to continuously improve service levels.

Provide quick and effective responses to resolve client complaints and queries.

Operational- Responsible for analyzing and monitoring the regional monthly profit and loss statements.

Identify discrepancies and outliers in order to escalate to the Head of UHNW Private Banking as appropriate.

Oversee and supervise the workflow of Private Banking Associates and branch staff .

Lead and/or participate in sales and service management activities including pilot projects and national or regional initiatives.

Risk Management- Manage operational risk by maintaining vigilance and through education of others.

Also manage special client requests from time to time, ensuring all required operational compliance issues are addressed, and involve the Management team, Risk Manager and Head Office resources as required.

Monitor and audit standard procedures to ensure proper attention is given to security concerns.

In conjunction with the Management team to ensure consistency and completion of all operational processes relating to Mutual Fund compliance, IDA compliance, Money Laundering, GRLR, including KAR.

Identify non-compliance areas, document and execute corrective action.

Who You Are You're passionate about people.

You find meaning in relationships and surround yourself with a diverse network of partners.

You connect with others through respect and authenticity.

You have strong knowledge of human resources policies and procedures sufficient to interview, hire, develop and manage performance.

You have strong problem-solving skills sufficient to assess service/support issues of a routine/non-routine nature and resolve issues related to client service and staff.

You act like an owner.

You thrive when you're empowered to take initiative, go above and beyond, and deliver results.

You have working knowledge of banking and investment products/services offered by Private Wealth Management sufficient to conduct product knowledge meetings with the service and support team and promote/sell as opportunities arise.

You have strong knowledge of sales techniques and Private Wealth Management strategies and initiatives sufficient to promote banking and investment products/services.

You're digitally savvy.

You seek out cutting-edge solutions and embrace evolving technologies.

You can easily adapt to new tools and trends.





You have working knowledge of PC software and mainframe applications sufficient to enter and access customer information (CIF, COINS, CLASS, HORIZON).

Your proficiency in Excel and Powerpoint, is considered an asset Values matter to you .

You bring your real self to work and you live our values - trust, teamwork, and accountability. #LI-TA Ce que la Banque CIBC vous offre À la Banque CIBC, vos objectifs sont une priorité.

En fonction de vos forces et de vos ambitions en tant qu’employé, nous nous efforçons de créer des occasions qui vous permettront d’exploiter votre potentiel.

Notre objectif est de vous offrir une carrière, pas uniquement un chèque de paie.

Nous nous efforçons de vous récompenser de façon personnalisée et pertinente, notamment en vous offrant un salaire concurrentiel, une rémunération au rendement, des avantages bancaires, l’adhésion à un programme d’avantages sociaux*, à un régime de retraite à prestations déterminées* et à un régime d’achat d’actions par les employés, des vacances, du soutien pour votre bien-être et Créateur de moments, notre programme social de reconnaissance basé sur des points.

Grâce à nos espaces et à nos outils technologiques, il devient facile de réunir les grands esprits pour créer des solutions novatrices qui améliorent les choses pour nos clients.

Nous favorisons une culture qui encourage l’expression de vos ambitions au moyen d’initiatives comme la journée Raison d’être, une journée de congé payé dont vous pouvez profiter pour investir dans votre croissance et votre perfectionnement. * Sous réserve des modalités du régime et du programme Ce que vous devez savoir La Banque CIBC s’est engagée à créer un milieu de travail intégrateur où tous les membres de l’équipe et les clients se sentent à leur place.

Nous recherchons des candidats dotés d’un large éventail de compétences et offrons une expérience accessible aux candidats.

Si vous avez besoin d’une solution d’adaptation, écrivez à .

La Banque CIBC s’engage à faire preuve de clarté dans le cadre de son processus d’embauche.

Tous les affichages visent à pouvoir des postes pour lesquels nous recrutons activement, à moins d’avis contraire.

Vous devez être légalement admissible à travailler au Canada dans les lieux précisés ci-dessus et, s’il y a lieu, détenir un permis de travail ou d’études valide.

Nous pourrions vous demander de remplir une évaluation fondée sur les attributs et d’autres tests de compétences (comme la simulation, la programmation, la maîtrise du français) Nous utilisons des outils d’intelligence artificielle pendant le processus de recrutement.

Notre objectif pour le processus de demande est d’en apprendre davantage sur vous et sur tout ce que vous avez à offrir, et de vous donner l’occasion d’en apprendre davantage sur nous.

Lieu de travail Toronto 25 King Street West Type d’emploi Permanent Heures de travail hebdomadaires 37.5 Compétences Administration de bureau, Améliorations de l’efficacité, Améliorations du processus, Communication, Conformité opérationnelle, Expérience client (CX), Processus d'opérations, Service à la clientèle

📌 Sr. Team Leader, Wealth Client Services (Toronto)
🏢 CIBC
📍 Toronto