Executive Director, Strategy, Projects, and Central Planning
Executive Director, Strategy, Projects, and Central 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
Responsible for providing highly effective sales leadership and management of strategic initiatives to the national team of Financial Planners including Financial Planning Specialists (FPS) Wealth Strategists (WS) Directors of Wealth Strategies (DWS) Senior Trust and Estate Consultants (STEC) and Estate Planning Specialists (EPS). In pursuit of Private Wealths mission to be the recognized leader within CIBC and marketplace Financial Planners are focused on the accumulation and preservation of high-value clients wealth ensuring effective partnership with other CIBC providers of wealth management services. Leverage deep planning expertise ensuring adherence to regulatory requirements compliance guidelines and internal strategies and policies in order to ensure customer satisfaction and retention. Managing and motivating the Financial Planners sales team to achieve monthly quarterly and annual sales and business mix targets.
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
- Relationships Building- Work collaboratively with Wealth Management and Commercial Banking leadership and support oversight of the PW National Office to develop strategic imperatives KPIs and planning/sales strategies. Conduct market competitive and national assessments. Analyze and optimize sales team productivity. Establish regional and local sales targets and define and implement action plans. Compile and leverage data to generate leads enhance reporting and streamline processes. Utilize technology to eliminate redundancies and increase the capacity of all PW planners
- Cross-functional Relationships- Manage a diverse team of Head Office leaders who oversee Centralized Planning Services Operations and Marketing support and Strategic Initiatives. This division of Private Wealth Planning Services will ensure strong coordination between all sub-departments and develop synergies to improve asset consolidation and generate incremental revenue for the business as a whole. Effectively work with Private Wealth Managing Director to integrate the Private Wealth Management offerings across the country. Help direct team of planners to contribute to the growth of PWM businesses including CIBC Trust CIBC Wood Gundy Private Investment Counsel and Private Banking. Ensure effective partnership with Financial Planners Wealth Advisors Senior Trust and Estate Consultants Estate Planning Specialists Investment Counsellors and Private Bankers.
- Leadership- Provide effective leadership and strategic insight to all Private Wealth Financial Planning sales teams. Help improve planning and sales performance general leadership and model commitment to the planning culture. Create a collaborative and fully integrated culture where all planners can work cohesively to achieve ambitious asset and revenue targets. Counsel employees on learning opportunities and career paths (IDP). Arrange and coordinate professional development to maintain and increase investment industry planning and product knowledge of the sales team. Evaluate performance of the head office team recognize and reward success. Interview prospective employees and make related staffing decisions. Influence employee commitment to the organization to the team and to their job by building team and individual capabilities by providing development opportunities such as job shadowing special projects and training. Manage performance by providing fair and accurate formal and informal feedback identifying and removing obstacles to performance and by explaining how performance expectations align with business priorities. Create a positive work environment and being an effective role model by championing CIBCs mission vision and values.
- Market Intelligence- 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. Ensure staff is well informed and capable to represent the area in a professional fashion. Participates in the development of sales and compliance guidelines procedures and sales compensation plans with national office ensuring they are current and effective.
Who You Are
- You can demonstrate 7 years of experiencein the Financial Planning industry and have working knowledge of existing and impending legislation and regulations relating to activities of CIBC Financial Planning
- You have proven knowledge of sales and investment planning. You have developed problem solving skills to assess sales performance and to analyze efficiency of sales practices and procedures
- You have a degree with a MBA or other Strategic Business courses/accreditation
- Youre passionate about people. You find meaning in relationships and surround yourself with a diverse network of partners. You build trust through respect and authenticity and proven leadership and managerial skills
- Values matter to you. You bring your real self to work and you live our values trust teamwork andaccountability
#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
Analytical Thinking Client Service Customer Retentions Financial Advising High Net Worth Individuals Leadership Long Term Planning People Management Risk Management and MitigationRequired Experience:
Director
Employment Type
Full-Time
