Client Advice Manager Niagara Falls (Ontario)

Client Advice Manager Niagara Falls (Ontario)

11 Nov
|
CIBC
|
Ontario

11 Nov

CIBC

Ontario

Lead client advice at CIBC in Niagara Falls, coaching service professionals and deepening relationships through financial guidance. This is an in office role.
As Manager, Client Advice, you will lead client service and financial services professionals within Personal and Business Banking. You will support exceptional client experiences, connect clients with appropriate advice, and promote a One Team approach. The role requires client service, financial advising, people management, and results-oriented leadership.
Key Responsibilities: Develop and coach client service and financial service professionals
Deepen client relationships and meet financial needs
Resolve client complaints and escalate complex issues
Monitor performance and implement action plans




Recognize contributions and build a positive team environment
Requirements: Current accreditation and good standing as a certified professional
Mutual Funds License through CSC or IFIC
Client service and financial advising experience
People management and coaching capabilities
Flexibility for evenings, weekends, and multiple banking centres
Bring accountable leadership, financial product knowledge, and client experience expertise to CIBC’s Niagara Falls banking centres.

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📌 Client Advice Manager Niagara Falls (Ontario)
🏢 CIBC
📍 Ontario

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