Director, Integration Desk, Fee-Based Solutions
Director, Integration Desk, Fee-Based Solutions
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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
As part of the Fee-Based Solutions team the Director will have a key role in the roll-out and integration of the Unified Account program (UA) and expansion of Fee-Based Solution usage key high profile strategic initiatives for CIBC Private Wealth (Wood Gundy). The Unified Account platform will become the underlying portfolio management and trading system for all Fee-Based Solutions at Wood Gundy. The Director will be involved with the cross-Canada implementation of the platform and provided targeted support to increase adoption of the UA program and the Fee-Based Solutions. The Director along with their cross-Canada based team will work collaboratively in branches with Investment Advisors and other Wealth Management partners. The incumbent will report to and work closely alongside the Executive Director to identify and execute strategic initiatives across varying functional and operational areas to improve and enhance the UA and Fee-Based Solutions offering for Investment Advisors and clients.
How Youll Succeed
- Business Development. Develop a strategic vision and action plan to transition and optimize Investment Advisor business practices through the use of the UA program and increased use of Fee-Based offerings (where applicable). Work directly with key stakeholders such as Practice Management Training Wholesalers and Fee-Based Product experts to execute relevant strategies to promote UA best practices and identify Advisory teams who would benefit from UA coaching. Reinforce the benefits of the UA program and strengthen UA training through personalized Investment Advisor book review and quarterbacking to resolutions any UA program challenges.
- Program Management. Work directly with program management team to identify and develop platform features that would benefit the Advisors enhance the user experience and increase Advisor adoption of the UA platform and Fee-Based Solutions. Work with Change Management leads to support a phased roll-out of the UA program across Canada and assist with the development of support materials. Advocate for strategic improvements in the UA platform once implemented with Technology and Operations.
- Relationship Management. Collaborate with the Executive Director Director of Fee-Based Program Management Operations partners Project partners and other colleagues to deepen the utilization of the UA platform and increase Advisor adoption of Fee-Based Solutions. Build a high level understanding within peer group and key competitors. Act as a key contact and UA subject matter expert for Investment Advisors Branch Management and Wealth Management partners including Operations Technology Risk Compliance Legal Finance and Marketing. On-site visits to branches in provinces and across Canada will be pivotal to success.
- Innovative Thinking. Apply significant creativity and innovative thinking to proactively develop novel high-impact Advisor support materials for the transition to UA and Fee Based current with rapidly evolving Wealth Management services industry trends and have the ability to assess impact on UA program and positioning. Be a strategic and analytical thinker and a solid producer with the ability to link UA program strategies and plans to business objectives.
- People Management/ Leadership - Create and sustain a high performing inspired workplace with team members across Canada which is consistent with the values of CIBC and ensure that progressive approaches are used in the management of human resources.
Who You Are
- You have a minimum of nine years of financial services practice management or technology experience preferably in Wealth Management or an adjacent sector. Its important to have an understanding of Fee-Based Products such as Separately Managed Accounts Discretionary or Non-Discretionary programs.
- Youre driven by collective success. You know that collaboration can transform a good idea into a great one. You have demonstrated management experience; you can plan prioritize and organize work effectively to meet deadlines while managing competing priorities. Its an asset if you have experience delivering on a large scale technology project.
- Your influence makes an impact. You know that relationships and networks are essential to success. You inspire outcomes by making yourself heard. You have excellent presentation skills in both one-on-one and group settings to summarize detailed and complex information to varied audiences. Your influencing skills allow you to recognize and respond to underlying concerns and multiple interests; you can resolve individual and unique impediments for Advisors to leverage the UA platform and convert assets to the Fee-Based Solutions. You have Strong client service orientations skills and comfortable communicating with Investment Advisors and branch management.
- Youre a natural leader. You find meaning in relationships and surround yourself with a diverse network of partners across Canada. You build trust through respect and authenticity and can lead a team and support Advisors across Canada. High degree of travel both interprovince and nationally can be part of the role.
- You embrace and champion change. You make decisions and take actions that will make a difference today and tomorrow. Youll continuously evolve your thinking and the way you work in order to deliver your best. You empower and enable the team to make continuous improvement go above and beyond and deliver results. You proactively seek new opportunities to define whats possible.
- Strong technical knowledge You have advanced skills in PowerPoint Excel and other MS Office tools and enjoy analyzing data. It is an asset if you have familiarity with CGI Wealth360 SS&C Broadridge. It is also an asset to be able to converse in French.
- 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
Toronto-81 Bay 12th FloorEmployment Type
RegularWeekly Hours
37.5Skills
Business Cases Business Planning Group Problem Solving Leadership Pricing Strategies Product Management Product Marketing Project Management Relationship BuildingRequired Experience:
Director
Employment Type
Full-Time
