Manager, Advisor Support - Montréal, Canada - CIBC

CIBC

Verified Company

Montréal, Canada

1 week ago

Posted by:

Sophia Lee

beBee Recruiter

Description

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

Job Description:

What you'll be doing

As a member of the Personal Banking team, you'll develop and coach a team of client service and financial service professionals, working towards a shared goal - delivering an exceptional client experience and deepening client relationships.

As a Manager, Advisor Support you'll inspire your team members to perform at their best, while supporting a "One Team" approach that connects each client with the right advice to meet their financial needs.

Together with your team, you will deliver on our Purpose by providing effective and efficient support to the Financial Planning Consultants (FPC) via a team of Financial Planning Associates.

The focus of your team is on optimizing client advisory opportunities that meet clients' financial needs while achieving business objectives by supporting the FPC in establishing and maintaining strong internal client relationships in order to understand clients' needs and objectives.

You will also support the Senior Director, Financial Planning to coordinate and manage activities/sales reports, including summarizing company results in an efficient, accurate and timely manner.

At CIBC we enable the work environment most optimal for you to thrive in your role. _
You can effectively perform all work activities remotely, and will only be required to be onsite on an occasional basis._

How you'll succeed- Client Experience - Lead by example and model how to deliver on our Purpose and ensuring Clients' financial and transactional needs are met with the highest standard of Client Service.

Drive the client experience by encouraging employees to quickly resolve client complaints, escalating when necessary, and manage complex issues.- Results Driven Leadership - Work with the Imperial Service Leadership Team to ensure the Advisor support team provides the necessary support to enable the achievement of plans and effectively deliver on client experience expectations.- People Leadership - Actively recognize the contributions of your team to foster a positive, collaborative and productive working environment.

Lead and manage a high performing team of Financial Advisor Associates to ensure the Imperial Service Advisory Team is well supported and able to focus on the Client and their financial needs.

Who you are- You put our clients first. You engage with purpose to find the right solutions. You go the extra mile, because it's the right thing to do.- You act like an owner.

You thrive when you're empowered to take the lead, go above and beyond, and deliver results- You are a bold and authentic leader.

You're passionate about developing and coaching to bring out the best in people. You have led diverse, high performing teams.- You're driven by collective success. You know that collaboration can transform a good idea into a great one.

You understand the power of an inclusive team that enjoys working together to bring a shared vision to life.- Values matter to you.

You bring your real self to work and you live our values - trust, teamwork, and accountability.

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 health benefits program, defined benefit pension plan, an employee share purchase plan 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

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

Job Location

Mont-1155 Rene Levesque O-12e

Employment Type

Regular

Weekly Hours

37.5

Skills:

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