Manager - Financial Planning, Insurance and Trust Services

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  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.comWhat you’ll be doing

As a key member of the CIBC’s Wealth Advisory Services Team, the incumbent is responsible for the implementation and management of all products and services offered under the Wealth Solutions umbrella:
Financial Planning, Insurance and Trust Services. The role applies advanced concepts to develop, recommend and implement annual business plans, manage day-to-day product activities, support internal and external partner and stakeholder management, and support the development and implementation of new product concepts and features to continue growth and product relevance to clients. The Manager, Financial Planning, Insurance and Trust Services uses independent judgement to determine methods and approaches to work, collaborating with the business to engage resources and support initiatives and ensure that the lifetime value of the client is maximized.

In addition, the role supports new business development activities including initial concept development, market assessment, business case development and implementation to support CIBC’s enhanced client experience objectives while following good governance and risk management principles.

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.

The expected annualized base salary range for this role is $75,870 to $104,320.The base salary is determined by a variety of factors, including the candidate’s skills, experience, and job-related knowledge, as well as geographic location and specific business needs. Our compensation philosophy supports ongoing growth and development, enabling progression within the salary range as team members advance in their  addition to base pay, compensation for this role includes participation in an annual discretionary incentive or bonus program.

We are committed to providing fair, equitable, and competitive compensation opportunities for all employees and we encourage open conversations about compensation throughout the recruitment process.

How you’ll succeed

Relationship Building – You will lead and manage the transition effort while collaborating with the team identified to support it. The execution process involves coordinating people and resources, as well as managing and tracking the project, while identifying and mitigating potential issues in a timely proactive manner. This job interacts on a regular basis with internal partners including Cash Management Sales, Relationship Managers, the Business Contact Centre, CIBC’s vendors, INTRIA, Retail Operations, and the branch network.

Implementation & Transitioning – Coordinate new and existing advisor transitions and implementations, acting as the crucial point of contact, to ensure a proper onboarding by working directly with leadership to gather relevant information to execute the onboarding request. Provide Advisors with the required documentation. Follow up and maintain communication throughout the transition with all partners to ensure that onboarding delivered in a timely and seamless manner.

Operational Support – Interpret, validate and obtain the required information to complete the necessary implementation forms for internal and external requests. Regularly update knowledge of internal (i.e., new products, procedures, and organizational changes) and external (i.e., technology, regulatory changes) developments to respond to Advisor needs promptly and suitably.

Business Development – Identify, through the analysis process and client dealings, other potential reporting and/or service improvement opportunities and refer potential solutions to the appropriate managers. Recognize business risk…