Client Advice Manager Niagara Falls
Canadian Imperial Bank of Commerce (Canada)
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.
#J-18808-Ljbffr
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.
#J-18808-Ljbffr
Vacancy posted 1 hour ago
Similar jobs that could be interesting for youBased on the Client Advice Manager Niagara Falls in Winnipeg, MB vacancy
$50.64k - $101.28k per year
Job Responsibility: ROLE AND RESPONSIBILITIES The Client Manager is responsible for developing and expanding the company's customers. With his consultative approach and his great listening skills, he knows how to offer business solutions and personalized service programs....Suggested- ...team, you’ll develop and coach a team of client service and financial service... ...and deepening client relationships. As a Manager, Client Advice, you’ll inspire team members to perform... ...us.Job Location Job Location: Niag.Falls-Portage and HugginsEmployment Type: RegularWeekly...SuggestedFull timeBank staffFlexible hoursAfternoon shift
- Lead strategic marketing in Niagara Falls, Canada, using team leadership and creative planning to support marketing excellence.This Marketing Manager role suits an experienced marketing professional with a strategic approach. You will guide marketing activity while supporting...Suggested
- ...with us Are you driven by operational excellence and committed to delivering high-quality service? As a Group Retirement Client Relationship Manager (CRM) you will be responsible for the plan sponsor experience, retention, and relationship building. You will represent iA...SuggestedWork at office
- ...Ambassador inside our branches, you will put clients first and find solutions to their... ...great career with us as a future Account Manager/Banking Advisor. What will you do... ...transactions and by identifying opportunities for advice, solutions, digital enablement and partner...SuggestedFlexible hours
- Lead municipal projects with the City of Niagara Falls as a Project Supervisor. Focus on public parks, streetscapes, and open spaces, whilst ensuring effective budget management and planning. As a Project Supervisor, you will oversee the planning, design, and construction...Permanent employmentContract workFor contractors
- Support unionized construction operations in Niagara Falls as a Labour Relations Advisor skilled in collective agreements and workforce coordination... ...guidance through November 2028.Key Responsibilities: Manage relationships with unions, project teams, and industry...Full timeApprenticeship
$43.3k - $56.7k per year
...details for this role. Job Description: TD Private Wealth Management takes a sophisticated and holistic goals discovery... ...planning and protection to provide highly personalized advice, solutions, and service to clients. TD Private Investment Advice offers clients the chance...Full timeWork from home- ...financial expertise with PALFINGER as a Senior Financial Analyst in Niagara Falls, Ontario. This on-site role involves financial reporting,... ...accounting and FP&A skills to drive profitability and cost management across North America. The role is part of a results-driven Finance...Full time
$19 - $24 per hour
...Amp Up Your Career We are seeking a Client Care Coordinator who is ready to join an organization that combines passion and performance... ...improves lives and accelerates your career. In this role, you will manage the customer intake process, support clinical screenings, and...Full timeWork at officeWorldwideMonday to friday$18 - $22 per hour
...services available Act as spokesperson for an organization Advise clients on advertising or sales promotion strategies Answer written... ...procedures, risks and benefits to clients Maintain and manage digital database Answer clients' inquiries and provide information...Permanent employmentFull timePart timeWork at officeRemote work- ...support our people, patients, their families, and our communities. Humble and approachable, we achieve more together. Reception - Client Care Receptionist Do not miss out on this unique opportunity to join a fun and dynamic team! VetStrategy is an equal opportunity employer...
$16.4 per hour
...: $16.40/hr The CSR is generally a client’s first point of contact when contacting... ...contacts using the Customer Relationship Management (CRM) system for all client contacts.... ..., regarding common clients. Provides advice and expertise on SFAIS and MSAP policy and...Hourly payContract workTemporary workWork at office- ...passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so... ...the coordination and execution of account maintenance and cash management solution requests, providing relevant recommendations when...Full timeBank staffRemote work2 days per week
- ...passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you... ...hours. How you'll succeed Client engagement - Help clients manage their accounts and products. Focus on the client experience and...Hourly payBank staffFlexible hoursAfternoon shift
$53.9k - $89.8k per year
...Institutional Investment Solutions team as an Sr Client Support Consultant, Client Support, where... ...counsellors, consultants, portfolio managers, and internal partners, you'll help... ...pensions, group retirement services, wealth management, financial services, or a related industry...Permanent employmentFull timePart timeInternshipWork at officeFlexible hours- ...09 November 2026Title Quality Monitoring Manager - AdviceDepartment FIL Wealth Management KtdLocation... ...)We’re proud to have been helping our clients build better financial futures for over 50... ...QM) team is vital to ensure the regulated advice provided to our clients is of the highest...Work at officeFlexible hours
$45k - $54k per year
...more than 370,000 telecom retail professionals across almost 1,000 clients. iQmetrix is a privately held software-as-a-service (SaaS)... ...information, please visit . How We Do it: We are on a self-management journey. As we work to move away from the restrictions of hierarchy...Permanent employmentFull timeContract workTemporary workWork at officeRemote workMonday to fridayFlexible hoursAfternoon shift- ...Come Talk Tech With Us UW Management is looking for a friendly, curious Client Representative to join our growing team in Winnipeg, MB. This entry-level role is a great fit if you love a good conversation, enjoy figuring out what makes products tick, and get a kick out of...Full timeShift work
$21.13 per hour
...banking Financial services industry Tasks Answer inquiries and provide information to customers Receive payments Answer clients' inquiries and provide information Answer electronic enquiries Type of experience ~ Call centre Screening questions...Permanent employmentFull timeDay shift- Shape Wealthsimple’s advice innovation through service design and artificial intelligence tools in a hybrid team across North America. Build client experiences from first concept.As Senior Manager, you will design, launch, and prove differentiated advice services across Wealthsimple...
- ...days) to receive an alert:Title: Branch Manager (Hamilton and Niagara Districts) Requisition ID:... ...Location(s): Canada : Ontario : Niagara Falls || Canada : Ontario : Ancaster || Canada... ...achieve success through a broad range of advice, products and services, including personal...Relocation
$17.2 - $21.5 per hour
...year. Your contribution to the team includes: Respond to client inquiries in a professional and timely manner Troubleshoot client... ...Properties Ltd. is a family owned and operated property management company, partnered with Seymour Pacific Developments, that manage...Hourly payFull timeWork at officeShift work$86.4k - $116.8k per year
...access competitive rewards and benefits, and be part of a greater movement. Your Role in Supporting Our Members: As the Team Manager, Wealth Advice Team , you will lead a team of Wealth Planners who provide financial planning and investment advice to members through a...Long term contractPermanent employmentFull timeWork at officeImmediate startFlexible hours2 days per week$65k - $88k per year
...more than 370,000 telecom retail professionals across almost 1,000 clients. iQmetrix is a privately held software-as-a-service (SaaS)... ...information, please visit . How We Do it: We are on a self-management journey. As we work to move away from the restrictions of hierarchy...Long term contractFull timeWork at officeRemote workFlexible hours- ...are currently looking for a Territory Manager to support the Hamilton, Niagara and Waterloo territory. The... ...implementing strategic plans tailored to client needs. This role requires a highly motivated... ...within the region, which may fall outside of regular working hours Ensure...Long term contractPermanent employmentFull timeLive InNight shift
$94k - $132.7k per year
...Canada Hours: 35 Line of Business: Business Management, Strategy & Support Pay Details: $94,000... ...business objectives and providing client servicesParticipate in knowledge transfer... ...othersProvide seasoned specialized knowledge, advice and/or guidance to various stakeholders and...Long term contractTemporary workWork from home- Lead infrastructure operations in Niagara, Ontario, using asset management, safety expertise, and contract compliance to support Webber’s field and office... ...cost control, and regulatory compliance. It works with clients, subcontractors, suppliers, and Webber business groups.Key...Contract workFor subcontractorWork at office
- Shape Business Advice strategy at Tangerine in Toronto, using small business insight and commercial acumen to grow digitally enabled client experiences.As Senior Manager, Business Advice and Client Growth, you will define the proposition, roadmap, and delivery model for Tangerine...
$75k - $85k per year
...believe the best of this industry is still ahead - and we intend to lead it there. Come join us.The Opportunity The Territory Manager, Hamilton-Niagara is responsible for managing sales and community engagement activities in their assigned territory. This is an exciting fast...Long term contractFull timeLocal areaRemote work
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Advice Manager Niagara Falls. Be the first to apply!
Related searches
- client services manager Winnipeg, MB
- community engagement manager Winnipeg, MB
- engagement manager Winnipeg, MB
- client service coordinator Winnipeg, MB
- client relationship manager Winnipeg, MB
- customer relationship manager Winnipeg, MB
- client services manager
- community engagement manager
- engagement manager
- client service coordinator


