Sr Director, Registered Plans
Job Summary
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 Savings Investing and Advice team youll play a pivotal role in shaping our registered plan business. As the Senior Director Registered Plans youll lead the design and execution of strategies to grow our registered plan portfolio increase plan penetration and drive higher balances and market share. Youll work closely with teams across CIBC to improve advisory capabilities boost financial literacy and ensure compliance with all regulations. Youll also manage relationships with key stakeholders oversee the administration of registered plans and serve as the subject matter expert for regulatory changes and process improvements. At times youll collaborate with multiple departments to launch innovative product solutions bundles and offers.
At CIBC we enable the work environment most optimal for you to thrive in your role. Youll have the flexibility to manage your work activities within a hybrid work arrangement where youll spend 1-3 days per week on-site while other days will be remote.
How youll succeed
Develop and oversee operating model - Lead the creation and ongoing management of the operating model for registered plans within Personal and Business Banking (PBB) ensuring clear stakeholder roles and robust governance.
Business leadership - Act as the primary business lead for the growth management and administration of registered plans (RESP RDSP RRSP TFSA FHSA LIRA RRIF LIF).
Strategy & initiative development - Define and implement strategies to drive registered plan growth including platform enhancements (such as AI-driven advice) marketing campaigns community partnerships and client/advisor communication tools.
Cross-functional collaboration - Partner with product money-in and capital markets teams to develop integrated product solutions bundles and offers.
Client engagement solutions - Work with Global Asset Management (GAM) to develop client engagement strategies and tailored solutions for registered plans.
Market & competitive analysis - Monitor industry trends and competitive activity to inform and evolve PBBs registered plan strategies.
Operational excellence - Continuously enhance internal processes and models to increase registered plan adoption and improve team knowledge and client advice quality.
Stakeholder relationship management - Manage relationships with internal and external partners responsible for administering and servicing registered plans.
Data & insights - Develop and maintain data insights and benchmarking capabilities to support effective portfolio management.
Regulatory & process leadership - Serve as the business sponsor and subject matter expert for regulatory changes process improvements and client experience enhancements collaborating with Operations Risk and Delivery teams.
Who you are
Youre a strategic thinker. You bring in-depth knowledge of registered plans and retail banking allowing you to develop effective strategies that drive results.
You have strong leadership skills. You have experience managing complex projects involving multiple stakeholders ensuring successful outcomes through clear direction and guidance.
Youre a relationship builder. You collaborate effectively across departments fostering strong partnerships to achieve shared goals.
You have excellent communication skills. You are able to influence and negotiate with senior leaders presenting ideas clearly and persuasively.
Values matter to you. You bring your real self to work and you live our values - trust teamwork and accountability.
#LI-TA
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
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.
Expected End Date
Job Location
Toronto-81 Bay 25th FloorEmployment Type
RegularWeekly Hours
37.5Skills
Business Analysis Change Management Creativity Innovation Leadership Long Term Planning Pricing Strategies Product Development Product Management Product Strategies Project Management Relationship Building Risk ManagementRequired Experience:
Exec