Director, Financial Planning and Advice

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.

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What you’ll be doing

As a member of the Financial Planning & Advice Team, the Director, Financial Planning and Advice will be responsible for providing highly effective leadership and mentoring to the regional team of Investment Specialists in pursuit of CIBC’s mission to be the recognized leader within CIBC and the marketplace.

In order to create a high functioning flexible team that is increasingly responsive to the business needs, you will work collaboratively, foster teamwork and strong partnerships within the team, and other functions such as Personal banking, Imperial Service and other internal centres of influence though modeling behaviour and maintaining excellent communication.

In this role, you’ll ensure that the Investment Specialist Team is adhering to regulatory requirements, compliance guidelines and internal strategies and policies to ensure customer satisfaction and retention. As a Senior leader, you’ll motivate the Regional Investment Specialist Team to achieve monthly, quarterly, annual sales and business mix targets. As a member of the senior management team, you’ll be accountable to significantly contribute to the long term strategic vision and management of CIBC Financial Planning & Advice at a regional and national level.
- 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- People Leadership - Create a positive work environment and be an effective role model by championing CIBC’s mission, vision and values. Assign work and manage performance by setting clear expectations and by providing fair and accurate formal and informal feedback. Identify obstacles that hinder performance and coach to performance expectations to ensure they align with business priorities for the Financial Planning & Advice Team. Arrange and coordinate professional development to maintain and increase investment industry, planning and product knowledge of the sales team. Proactively work to attract new talent and build strong talent pipeline.- Results Driven Leadership - Develop and manage relationships with all relevant CIBC partner groups such as Personal banking, Imperial Service, Private Wealth Management, Wealth Management, Commercial & Investment Banking and Wealth Strategies. Monitor and ensure that Investment Specialists advice and recommendations/solutions align with CIBC’s integrated offer. Work with the Personal banking and Imperial Service leadership team to develop market business plans, regional planning targets, conduct market and regional assessments, analyze sales team productivity and planning capabilities, establish development goals and implement action plans. Ensure effective management of Operating Expenses (DOE) and project funding.- Cross-Functional Relationships - Build internal reciprocal relationships with Personal banking and Imperial Service leadership Team. Regularly communicate and interact with Community stakeholders and partner groups to cultivate strong relationships in accordance with CIBC’s values of Trust, Accountability and Teamwork for the purpose of business development, understanding and alignment. Build and maintain your own key centres of influence externally for potential new business.- Financial Planning and Compliance Expertise - Ensure sales team adheres to regulatory requirements, compliance guidelines and internal strategies and policies; Maintain awareness and knowledge of relevant existing and impending policies and legislation. Share best practices and expertise on financial planning with the Investment Specialist Team and other relevant CIBC partner groups.

Who you are- You are a caring and accountable leader. You have experience developing and implementing strategic team goals. You have experience coaching employees and inspiring successful team performance.- You act like an owner. You thrive when you're empowered to take initiative, go above and beyond, and deliver results.- You're passionate about people. You find meaning in relationships and surround yourself with a diverse network of partners. You connect with others through respect and authenticity.- You’re a certified professional (Quebec). You have current accreditation and good standing in AMF licensing; Successful completion of Canadian Investment Funds Course (CIFC) or the Canadian Securities Course (CSC) to support AMF (Autorité des Marchés Financiers) licensing. You have or will obtain within 12 months of yo