Director, Financial Planning and Advice – Bilingual

Job title:

Director, Financial Planning and Advice – Bilingual

Company

CIBC

Job description

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 visitWhat you’ll be doingAs a member of the Financial Planning & Advice Team, the Director, Financial Planning and Advice will be responsible for providing highly effective leadership and mentoring to the regional team of Investment Specialists in pursuit of CIBC’s mission to be the recognized leader within CIBC and the marketplace.In order to create a high functioning flexible team that is increasingly responsive to the business needs, you will work collaboratively, foster teamwork and strong partnerships within the team, and other functions such as Personal banking, Imperial Service and other internal centres of influence though modeling behaviour and maintaining excellent communication.In this role, you’ll ensure that the Investment Specialist Team is adhering to regulatory requirements, compliance guidelines and internal strategies and policies to ensure customer satisfaction and retention. As a Senior leader, you’ll motivate the Regional Investment Specialist Team to achieve monthly, quarterly, annual sales and business mix targets. As a member of the senior management team, you’ll be accountable to significantly contribute to the long term strategic vision and management of CIBC Financial Planning & Advice at a regional and national level.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 you’ll succeedPeople Leadership – Create a positive work environment and be an effective role model by championing CIBC’s mission, vision and values. Assign work and manage performance by setting clear expectations and by providing fair and accurate formal and informal feedback. Identify obstacles that hinder performance and coach to performance expectations to ensure they align with business priorities for the Financial Planning & Advice Team. Arrange and coordinate professional development to maintain and increase investment industry, planning and product knowledge of the sales team. Proactively work to attract new talent and build strong talent pipeline.Results Driven Leadership – Develop and manage relationships with all relevant CIBC partner groups such as Personal banking, Imperial Service, Private Wealth Management, Wealth Management, Commercial & Investment Banking and Wealth Strategies. Monitor and ensure that Investment Specialists advice and recommendations/solutions align with CIBC’s integrated offer. Work with the Personal banking and Imperial Service leadership team to develop market business plans, regional planning targets, conduct market and regional assessments, analyze sales team productivity and planning capabilities, establish development goals and implement action plans. Ensure effective management of Operating Expenses (DOE) and project funding.Cross-Functional Relationships – Build internal reciprocal relationships with Personal banking and Imperial Service leadership Team. Regularly communicate and interact with Community stakeholders and partner groups to cultivate strong relationships in accordance with CIBC’s values of Trust, Accountability and Teamwork for the purpose of business development, understanding and alignment. Build and maintain your own key centres of influence externally for potential new business.Financial Planning and Compliance Expertise – 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. Share best practices and expertise on financial planning with the Investment Specialist Team and other relevant CIBC partner groups.Who you areYou are a caring and accountable leader. You have experience developing and implementing strategic team goals. You have experience coaching employees and inspiring successful team performance.You act like an owner. You thrive when you’re empowered to take initiative, go above and beyond, and deliver results.You’re passionate about people. You find meaning in relationships and surround yourself with a diverse network of partners. You connect with others through respect and authenticity.You’re a certified professional (Quebec). You have current accreditation and good standing in AMF licensing; Successful completion of Canadian Investment Funds Course (CIFC) or the Canadian Securities Course (CSC) to support AMF (Autorité des Marchés Financiers) licensing. You have or will obtain within 12 months of your start date the Registered Retirement Consultant (RRC) designation.You’re a certified professional (Outside of Quebec). You have current accreditation and good standing in CIRO-MFD licensing; Successful completion of Canadian Investment Funds Course (CIFC) or the Canadian Securities Course (CSC) to support CIRO-MFD licensing, and Registered Retirement Consultant (RRC). . You have or will obtain within 24 months of your start date the Personal Financial Planner (PFP) designation.Values matter to you. You bring your real self to work and you live our values – trust, teamwork, and accountability.You’re fluent in French and English to serve our clients in the community.#LI-TAWhat CIBC OffersAt 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 conditionsWhat you need to knowCIBC 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 contactYou 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 Montreal-1155 Rene LevesqueEmployment Type RegularWeekly Hours 37.5Skills Analytical Thinking, Business, Client Service, Customer Experience (CX), Investment Services, Leadership, Long Term Planning, People Management, Problem Solving, Product Technical Support, Stakeholder Relationship Management, Work Collaboratively

Expected salary

Location

Montreal, QC

Job date

Wed, 05 Feb 2025 07:36:22 GMT

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