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 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 CIBC.com

What 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 roles.

In 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 elements of situations being handled, involving the appropriate supervisors or business partners as early as possible. Contribute to the business unit’s goal of continuous improvement by identifying areas to enhance the experience or resolve challenges.

Who you are

• You have developed knowledge. CIBC wealth products and services offerings, including the processes and procedures necessary to implement products and services required. Knowledge of the financial services industry sufficient to recognize relevant issues and opportunities.
• You have strong technical skills with Microsoft Office suite, particularly Excel, Word, and PowerPoint, as well as the ability to quickly learn proprietary software applications supporting the origination and cash management sales process.
• You put our clients first. You engage with the purpose of finding the right solutions. You go the extra mile because it is the right thing to do.
• You're driven by collective success. You know that collaboration can transform an innovative idea into a great one. You understand the power of an inclusive team that enjoys working together to bring a shared vision to life.
• You give meaning to data. You enjoy investigating complex problems and making sense of information. You're confident in your ability to communicate detailed information in an impactful way.
• 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 [email protected]

• CIBC is committed to clarity in our hiring process. All roles posted are opportunities we’re 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

2026-07-27

Job Location

Toronto-181 Bay St. 6th

Employment Type

Regular

Weekly Hours

37.5

Skills

Active Listening, Client Service, Customer Experience (CX), Internal Controls, Interpersonal Communication, Operational Efficiency, Service Improvement, Work Collaboratively