Wealth Solutions, Registered Plans Specialist

2 weeks ago

Old Toronto, Ontario, Canada CIBC Full time
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

What You'll Be Doing

Reporting to the Director of Product you will be responsible for working within the Private Wealth head office group; specifically on behalf of the Wealth Solutions Product Team. This position will play a role in advisory support across CIBC Private Investment Counsel, CIBC Private Banking, and CIBC Wood Gundy. The incumbent is responsible for assisting in registered plans product management, internal communications, registered plan and referral advisory back-up support which may include referral tracking from time to time.

The successful candidate will be responsible for supporting the Wood Gundy Registered Plan Sr. Manager with day-to-day product management activities, including development of tactical plans, product optimization, plan execution upon approval by management in compliance with all applicable CIBC and line of business policies, standards, guidelines and controls. The role exercises independent judgement within defined procedures and applying product knowledge to develop proposals, reports, reviews, and other support as required. The role applies professional analytical, communication, and application skills to assist in the execution of initiatives and production tasks including maintaining reporting logs for Private Investment Council marketing presentations. The role assists in the implementation of tactical initiatives including program enhancements and process improvements to ensure the long term success of the business.

At CIBC we enable the work environment most optimal for you to thrive in your role. Details on your work arrangement (proportion of on-site and remote work) will be discussed at the time of your interview.

How you'll succeed:
  • Client Journey Support: Support the Sr. Manager, Wood Gundy Registered Plans with the documentation, review and assessment of all the key registered savings & investment client journeys as required, to support a positive client experience, while adhering to regulatory requirements.
  • Product Support: Develop and maintain knowledge of Wood Gundy registered savings products to support Wood Gundy frontline sales teams with questions and escalations.
  • Self-planning skills sufficient to schedule, organize, and carry out work assignments according to established work plans, adjusting work schedules according to changing priorities.
  • Developed judgement and problem solving skills sufficient to interpret and/or analyze factual and conceptual information with the ability to interpret/adapt general procedures or approaches when formulating responses to problems/issues.
  • Developed working knowledge of computer applications (e.g., Microsoft Excel, Word, Access, PowerPoint)
  • Ability to foster relationships and collaborate with key internal partners.
  • Subject matter expertise of CIBC's Registered Plan documents and related regulatory and compliance processes. Accountable for educating client service teams to ensure accurate, timely and value-added client advice. Single point of contact for client escalations.
  • Strategic planning & execution skills to support strategy by developing and executing against strategic priorities to drive product enhancements & development.
Who you are:
  • You're passionate about people. You find meaning in relationships, and surround yourself with a diverse network of partners. You build trust through respect and authenticity.
  • 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 give meaning to data. You enjoy investigating complex problems, and making sense of information. You're confident in your ability to communicate detailed information in an impactful way.
  • You embrace and champion change. You'll continuously evolve your thinking and the way you work in order to deliver your best.
  • You're creative and results oriented. You are innovative and adaptable, with excellent attention to detail.
  • You can demonstrate experience in the financial industries (5-7+ years). Registered Plans experience an asset.
  • 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 work to recognize you in meaningful, personalized ways including a competitive compensation, a banking benefit*, wellbeing support and additional offers such as employee and family assistance programs 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.

*Subject to 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

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 tests (such as simulation, coding, French proficiency, MS Office). 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.

Expected End Date

Job Location Toronto-81 Bay, 12th Floor

Employment Type Regular

Weekly Hours 37.5

Skills Budget Preparation, Business Effectiveness, Communication, Detail-Oriented, Office Administration, Prioritization, Product Management
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