Manager - Financial Planning, Insurance and Trust Services

CIBC•Toronto, ON

8d•CA$75,870 - CA$104,320•Hybrid

About The Position

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.

Requirements

Developed knowledge of 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.
Strong technical skills with Microsoft Office suite, particularly Excel, Word, and PowerPoint.
Ability to quickly learn proprietary software applications supporting the origination and cash management sales process.
Engage with the purpose of finding the right solutions.
Go the extra mile because it is the right thing to do.
Know that collaboration can transform an innovative idea into a great one.
Understand the power of an inclusive team that enjoys working together to bring a shared vision to life.
Enjoy investigating complex problems and making sense of information.
Confident in your ability to communicate detailed information in an impactful way.
Bring your real self to work, and you live our values – trust, teamwork, and accountability.
Be legally eligible to work at the location(s) specified and, where applicable, must have a valid work or study permit.

Nice To Haves

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

Responsibilities

Implementation and management of all products and services offered under the Wealth Solutions umbrella: Financial Planning, Insurance and Trust Services.
Develop, recommend and implement annual business plans.
Manage day-to-day product activities.
Support internal and external partner and stakeholder management.
Support the development and implementation of new product concepts and features.
Use independent judgement to determine methods and approaches to work.
Collaborate with the business to engage resources and support initiatives.
Ensure that the lifetime value of the client is maximized.
Support new business development activities including initial concept development, market assessment, business case development and implementation.
Lead and manage the transition effort while collaborating with the team identified to support it.
Coordinate people and resources, as well as managing and tracking the project.
Identify and mitigate potential issues in a timely proactive manner.
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.
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.
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.