Client Advice Manager Niagara Falls

CIBC

Lead client advice at CIBC in Niagara Falls, coaching service professionals and deepening relationships through financial guidance. This is an on-site 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 professionalsDeepen client relationships and meet financial needsResolve client complaints and escalate complex issuesMonitor performance and implement action plansRecognize contributions and build a positive team environmentRequirements:
Current accreditation and good standing as a certified professionalMutual Funds License through CSC or IFICClient service and financial advising experiencePeople management and coaching capabilitiesFlexibility for evenings, weekends, and multiple banking centresBring accountable leadership, financial product knowledge, and client experience expertise to CIBC’s Niagara Falls banking centres.
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