Manager, Advisor Support

Were building a relationship-oriented bank for the modern world. We need talented passionate professionals who are dedicated to doing whats 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

What youll be doing

As a member of the Personal & Business Banking Team youre 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 youll be on-site full-time.

How youll 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 service
• Work 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 times
• Ensure employees understand and effectively utilize the systems tools processes provided to them in fulfilling the accountabilities of their role
• Establish standards and continuously improve sales support processes to ensure client needs issues and/or concerns are addressed quickly and efficientlyno matter how they choose to interact with the Bank
• Lead 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 needs
• Optimize 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 materials
• Partner 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 set
• Increase sales operational effectiveness by proactively promoting digital options to clients and team members atevery opportunity
• Ensure team members exercise appropriate due diligence prior to authorizing or approving any transactions associated with the completion of any product sales
• Lead a team of high performing Financial Services Associates focused on the delivery of financial products and services through the support to Business Banking Advisors
• Work with employees to develop their capability knowledge and skills and provide regular coaching to enhance employee performance
• Create future opportunities for employees by providing development opportunities such as job shadowing special projects and training
• Provide fair and accurate formal and informal feedback identify and remove obstacles to performance and explain how performance expectations align with business priorities
• Constantly 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 andoptimizing 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 functions
• You are certified. Successful completion of the Canadian Securities Course (CSC) or Canadian Investment Funds Certificate (CIFC) is an 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 CIBCs 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 CIBCs 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 process
• You 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

• CIBC is committed to clarity in our hiring process. All roles posted are opportunities were 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.

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