You're using an older version of Internet Explorer that is no longer supported. Please update your browser.
You're using an older version of Internet Explorer and some functionality may not work as expected. Please update your browser for the best experience.

Manager, Financial Advice

Reference ID: 16017164
Sales and Marketing
Full Time
Surrey, BC     

Share job:

CIBC is a leading Canadian-based global financial institution. Through our three major businesses – Retail and Business Banking, Wealth Management and Wholesale Banking – we provide a full range of financial products and services to 11 million individual, small business, commercial, corporate and institutional clients in Canada and around the world. We invest in our businesses, our clients, our people and our communities to deliver consistent and sustainable earnings to our shareholders. To learn more about CIBC’s Lines of Business, please visit our website .

CIBC delivers access to career and development opportunities, safe and healthy workplaces, effective training, and positive work-life balance – so that employees are able to perform at their best, contribute to their communities and focus on cultivating deeper relationships with our clients.

Every year, CIBC is recognized for its business success , community commitment and employee initiatives. We are proud of this success and are committed to creating an inclusive workplace and an environment where all employees can excel.

To learn more about CIBC and the CIBC Group of Companies please visit .

Job Overview

As CIBC continues to build a more modern, convenient and client focused bank, t he Manager, Financial Advice within Retail Distribution works to inspire their team of Financial Service Representatives (FSR) and Financial Service Associates (FSA) to deliver a superior client experience. You and your team focus on the delivery of a wide range of products and advisory services to our clients. The emphasis is on meeting clients’ financial needs, and ensuring that every client is served by the individual best suited to meet their financial goals.

What You’ll be Doing

Sales Leadership and Management
    • Build a culture of collaboration across multiple client offers (One CIBC) so that clients are served by those best able to meet their financial goals • Lead and coach a high performing team of FSRs and FSAs to deepen client relationships and consolidate business with CIBC • Champion the sales management process to focus FSRs and FSAs on the activities that will power their individual success • Role model activities that support placing the client in the right offer by championing the referral process

Client Experience and Satisfaction
    • Improve the overall client experience by role modeling how to deepen client relationships, meet clients financial needs and provide a high standard of customer service • Working with the Banking Centre leadership team, ensure that plans are in place daily to actively manage the client experience throughout their time at the banking centre • Coach the Sales Team to help clients to adopt self-service channels in order to better meet their transaction needs • Encourage employees to quickly resolve client complaints and to escalate to you when necessary

Relationship Management
    • Manage relationships with other areas of the Bank who provide support services to the Banking Centre to ensure effective and efficient operations

People Management
    • Actively recognize the contributions of your team and others to foster a positive, collaborative and productive working environment • Help create future opportunities for employees by providing development opportunities
      • Constantly recruit potential employees by sharing the CIBC "story" with those who share and demonstrate our values in the community

Governance and Controls
    • Protect our Bank, our clients and our shareholders by managing and minimizing the bank’s exposure to risk by ensuring compliance with regulatory activities and guidelines

What We’re Looking for
  • Require licensing with the Mutual Fund Dealer’s Association (MFDA) or Quebec equivalent (AMF)
  • Require Successful completion of the Canadian Securities Course (CSC) or Canadian Investment Funds Certificate (CIFC) at hire
  • Branch Managers’ Course (BMC)or Branch Compliance Office Course (BCO) are an asset
  • Compliance knowledge to manage credit, operational and regulatory risk

What CIBC Can Offer You
  • Flexible health benefits, stock purchase plan, competitive incentive pay and recognition programs
  • Competitive salary and banking benefits
  • Career growth, development and continuous learning opportunities
  • Opportunity to be involved in CIBC events that help our communities

What You Need to Know
  • Must be available to work evenings and weekends (Saturdays & Sundays)
  • Occasional travel will be required
  • This role operates within normal office conditions.
  • Must be legally eligible to work in Canada at the location(s) specified above and, where applicable, must have a valid work permit or study permit that allows the candidate to fulfill the requirements of the role

Posted: December 2, 2016
Closes:January 1, 2017
Email Address:
Company Info
10,000+ employees
Banking & Finance

Connect with employer:

About CIBC

As one of Canada’s largest employers, CIBC offers a variety of career opportunities. Our people are the key to achieving our vision of being the leader in client relationships, which is why we work...