Director, Tax Planning
Director, Tax Planning
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Job Description
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
Reporting directly to the Senior Director Client Onboarding & Servicing Journey Savings Investing & Advice you will have overall responsibility for the development and execution of iterative and sustainable end-to-end tax planning client journey interactions capabilities from lead generation onboarding and servicing for CIBC Personal and Business Banking. The successful applicant will lead work involving multiple stakeholder groups within a matrix management structure. This includes developing client engagement strategy to deliver on the value proposition and drive meaningful engagement from strategic segments. Key responsibility will be to continually refine tax planning capability backlogs based on client and business benefit as well as oversee cross functional working teams tasked with designing and delivering solutions.
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 youll succeed
Experience design & assessment - Lead efforts to identify and prioritize critical CIBC tax planning client interaction journeys (e.g. How do I save for my goals tax efficiently How do I get tax planning advice Which clients can benefit from tax planning advice etc.) based on client and business value. Manage efforts to design current state client interaction journeys and supporting processes to identify gaps and areas of opportunity. Facilitate design of and alignment on future-state client interaction journeys and supporting processes to deliver on client and business results. Effectively frame problems to be solved define success criteria align business stakeholders to outcomes and drive collaboration towards solutions.
Capability prioritization development & delivery - Develop prioritization frameworks that help to evaluate costs and benefits of proposed solutions. Coordinate synthesis of multiple data sources and research insights to inform and prioritize team efforts. Manage formulation and constant refinement of capability backlog to ensure efforts are focused on most valuable activities. Lead capability development through agile operating model leveraging principles of lean validation and driving collaboration through co-location. Oversee multi-disciplinary cross functional teams focused on designing and delivering capability improvements with measurable client value and aligned with business objectives (including but not limited to: offer presentment digital enhancements policy and process changes strategic marketing activities client treatment & lifecycle management). Drive development of pilot and proof-of-concept programs from concept through execution. Build strategic partnerships with external vendors to help augment our capabilities.
Stakeholder management - Deliver presentations to senior executive leadership on tax planning client journeys findings proposals and outputs. Oversee the design and facilitation of interactive ideation sessions and workshops with CIBC staff and internal stakeholders as required. Partner with and lead cross functional teams (e.g. Process Service Design Marketing ECICM Digital Sales Channels Legal etc.) to drive alignment and focus on relevant and impactful solutions. Partner with necessary stakeholders to facilitate hand-offs for scaled launch of successful concept capabilities across enterprise (where applicable). Identify and work to eliminate barriers and obstacles that slow or prevent the successful attainment of journey enablement capability delivery.
Leadership & partner management - Support the Senior Director in providing regular direction guidance coaching and motivation to the broader team all while striving for peak performance. Collaborate and build ongoing partnerships with key partners across the Personal & Business Banking Wealth Management Marketing Frontline Tools Sales Channels Digital Banking Technology Project Delivery and Operations. Act with urgency and remove roadblocks in order to keep pushing initiatives forward.
Research and data analysis - Drive and oversee internal and external research data analysis and quantitative assessments to identify and evaluate potential key revenue opportunities and have a view on the relative impact of initiatives. Work across partners to collaboratively solve client journey gaps and seek deepening relationship opportunities through advice. Stay abreast of key trends industry developments client needs and regulatory changes.
Reporting & governance - Manage and monitor progress against KPIs set for the segment and for each program in-flight. Continuously monitor post-project implementation to ensure scale is achieved. Present program / initiative status to governance committees.
Who you are
You can demonstrate extensive experience in product management strategic planning and project management sufficient to identify develop and implement approved initiatives (experience preferably in financial services). You have strong analytical problem-solving skills excellent communication and presentation skills sufficient to prepare and present material to an executive audience.
You give meaning to data. You enjoy investigating complex problems and making sense of information. Youre confident in your ability to communicate detailed information in an impactful way.
You put our clients first. You engage with purpose to find the right solutions. You go the extra mile because its the right thing to do.
You act like an owner. You thrive when youre empowered to take the lead go above and beyond and deliver results.
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 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
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.
Job Location
81 Bay Street 1st FloorEmployment Type
RegularWeekly Hours
37.5Skills
Analytical Thinking Building Partnerships Business Cases Business Planning Collaboration Communication Cross-Functional Teamwork Customer Engagement Leadership Product Management Project Management Relationship Building Strategic Objectives Taking Initiative TeamworkRequired Experience:
Director
Employment Type
Full-Time
