Lead client advice at CIBC’s Sherbrooke-King&Belvedere; banking centre, using coaching and financial advising to strengthen relationships and service.
As Manager, Client Advice, you will develop client service and financial service professionals within Personal and Business Banking. You will guide One Team collaboration, connect clients with suitable financial advice, and support a high standard of client experience. This full-time, in office role requires flexibility across banking centre hours and nearby centres.
Key Responsibilities:
- Coach client service and financial service professionals
- Deepen client relationships and address financial needs
- Resolve client complaints and escalate difficult issues
- Monitor performance and implement action plans
- Build a positive, productive team environment
Requirements:
- Current Mutual Funds License accreditation in good standing
- Experience coaching teams toward shared goals
- Client-first approach with accountable leadership
- Goal-oriented focus on delivering results
- Flexibility for evenings, weekends, and nearby centres
Bring people management, client service, and financial advising expertise to CIBC’s Sherbrooke-King&Belvedere; banking centre team.