Vancouver, BC, Canada
18 hours ago
Manager, Advisor Support

We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients.

At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute.

To learn more about CIBC, please visit CIBC.com

What you’ll be doing

As a member of the Personal & Business Banking Team, you're responsible for supervising a team in the provision of a broad range of analytical, administrative, and research support to advisors, supporting them with assistance in areas such as client interaction, data input, financial planning, and goals-based performance reporting.

At CIBC we enable the work environment most optimal for you to thrive in your role. To successfully perform the work, you’ll be on-site full-time.

How you’ll succeed

Improve the overall client experience by role modeling how to deliver on the Client Promise and ensuring clients’ financial and transactional needs are met with the highest standard of client serviceWork with the Banking Centre leadership team and Business Banking team to ensure the team provides the necessary support to enable the achievement of plans and effectively deliver on client experience expectations  Provide direction in the handling of client complaints and/or concerns to ensure superior client experience is maintained at all timesEnsure employees understand and effectively utilize the systems, tools, processes provided to them in fulfilling the accountabilities of their roleEstablish standards and continuously improve sales support processes to ensure client needs,  issues and/or concerns are addressed quickly and efficiently no matter how they choose to interact with the BankLead and manage a high performing team of Financial Advisor Associates (FSAs) to ensure Business Banking Advisory team is well supported and able to focus on and the client relationship goals and financial needsOptimize sales opportunities and quality of Advisor meetings by proactively reviewing upcoming week of Advisor calendar appointments, increasing the number of appointments in Advisors’ calendars and for each meeting understanding client needs, and preparing relevant meeting materialsPartner with Market Vice-President/Director to create a Financial Advisor Support operating model that will increase effectiveness and consistency in the delivery of financial business products and services.Contribute to business growth objectives by championing referral processes and modelling behaviors and activities consistent with a client first mind setIncrease sales operational effectiveness by proactively promoting digital options to clients and team members at every opportunityEnsure team members exercise appropriate due diligence prior to authorizing or approving any transactions associated with the completion of any product salesLead a team of high performing Financial Services Associates focused on the delivery of financial products and services through the support to Business Banking AdvisorsWork with employees to develop their capability, knowledge and skills and provide regular coaching to enhance employee performanceCreate future opportunities for employees by providing development opportunities such as job shadowing, special projects, and trainingProvide fair and accurate formal and informal feedback, identify and remove obstacles to performance and explain how performance expectations align with business prioritiesConstantly recruit potential employees by sharing the CIBC “story” with those who share and demonstrate our values in the community

Who you are

You have strong business acumen. You constantly interact with Business Advisors, Banking Centre Leaders, Performance Coaches and Market Vice-Presidents for purposes of portfolio planning and optimizing the sales and sales fulfillment requirements. You have regular contact with Support Groups: Retail Operations, Central Advisory Services (CAS), Risk Management Advisory Services (RMAS), Small Business Advisory Services (SBAS), Telephone Banking, Human Resources, Personal and Small Business Canada. You have regular contact with Small Business Banking, Canada sales and sales leadership teams and peers in similar functionsYou are certified. Successful completion of the Canadian Securities Course (CSC) or Canadian Investment Funds Certificate (CIFC) is an asset. Branch Managers’ Course (BMC) or Branch Compliance Office Course (BCO) are an asset.You are an influencer. You have well-developed influencing and negotiating skills sufficient to achieve desired outcomes in client and employee interactions, as well as with internal stakeholders and more senior management.You are a bold and accountable leader. You have well-developed change management skills sufficient to communicate, inspire and build commitment to successfully lead a team through change.You are solutions driven. You have well-developed problem solving and decision making required as part of interactions with clients, employees and internal partners.You are a strong communicator. You have well-developed communication skills (written and verbal) sufficient to prepare and deliver presentations and proposals to employees, clients, internal partners, and community stakeholders.You have strong organizational skills. You have well-developed time management skills and the ability to manage multiple competing priorities.You are knowledgeable. You have developed knowledge of CIBC’s operational risk sufficient to ensure that employees adhere to established bank policies, practices and procedures for day-to-day operations and to ensure that employees, customers, and the Bank are protected. You have developed knowledge of CIBC’s Business Banking operational and credit risk policies and procedures sufficient to manage risk and compliance requirements. You have general knowledge of the range of Business Banking investment/deposit products/ services and associated bank compliance standards.You are client focused. You have well-developed knowledge of key drivers of client satisfaction that positively impact net promoter score including the closed loop processYou are digital savvy. You have strong computer literacy and knowledge of PC software and mainframe applications (e.g., Windows, Portfolio Management, Contact Management, etc.) to support the completion of sales and servicing activities

What CIBC Offers

At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck.

We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, defined benefit pension plan*, an employee share purchase plan, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.

Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.

We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.

*Subject to plan and program terms and conditions

What you need to know

CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact Mailbox.careers-carrieres@cibc.com

CIBC is committed to clarity in our hiring process. All roles posted are opportunities we’re actively recruiting for, unless stated otherwise.

You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.

We may ask you to complete an attribute-based assessment and other skills test (such as simulation, coding, French proficiency).

We use artificial intelligence tools during the recruitment process. Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us.

Job Location

Vancouver-400 Burrard St., 2nd

Employment Type

Regular

Weekly Hours

37.5

Skills

Analytical Thinking, Business Objectives, Client Service, Customer Experience (CX), Financial Advising, People Management, Performance Reports, Process Improvements, Researching
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