Regional Director, Asset Specialist Group

CIBC•Toronto, ON

5d•CA$111,060 - CA$161,060•Hybrid

About The Position

CIBC Global Asset Management (CIBC GAM) is one of Canada's largest asset management firms, with approximately $350 billion in assets under management and over 54 years of experience designing and implementing client-focused investment solutions. We are recognized leaders in delivering a broad range of high-quality global investment management solutions to both retail and institutional clients. Our portfolio spans institutional money management for pension funds, endowments, and insurance funds; private wealth management; ETFs; and alternative investments. We also manage the CIBC family of mutual funds — including CIBC Mutual Funds and Renaissance Investments — as well as managed portfolio solutions such as Managed Portfolio Services (MPS) and Personal Portfolio Services (PPS). At CIBC, our goal is to help clients achieve what matters most to them. Our philosophy is grounded in the CIBC core values of Trust, Teamwork, and Accountability, and we deliver results through a disciplined, research-driven investment approach. The Regional Director is a key member of CIBC GAM's Global Distribution Team and an integral part of the Asset Specialist Group Leadership Team, reporting to the MD & Head, Banking Center Distribution. In this role, the Regional Director leads a team of Asset Specialists within a dedicated region, while consulting and supporting regional and market leadership teams across Personal Banking (PB), Imperial Service (IS), Financial Planning & Advice (FP&A), and Private Banking. The role is responsible for coordinating and delivering community-level support to advisors and leaders in the areas of Financial Planning & Advice, Solution Fulfillment, and market intelligence. This is a fast-paced, dynamic, client-focused role that plays a critical part in advancing GAM's global distribution growth strategy. 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 $111,060 to $161,060. 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.

Requirements

Post-secondary education in Business, Commerce, or a related field.
Expertise in financial planning and wealth management.
Strong background and/or accreditation in Financial Planning (CFP), Wealth Management (CIM/CFA), and Retail Banking.
Strategic thinking ability.
Ability in strategic planning and the coordination of multiple concurrent initiatives.
Adept at analyzing complex information.
Strong capacity to interpret complex information, identify patterns and trends, and independently develop actionable recommendations in response to urgent business priorities.
Excellent analytical, problem-solving, and influencing skills.
Outstanding communication and presentation skills, with the ability to prepare and deliver compelling material to executive audiences.
Bring your real self to work, and live our values - trust, teamwork, and accountability.

Responsibilities

Provide effective leadership, coaching, and mentorship to Asset Specialists to foster a client-driven culture and deliver superior business results.
Establish and promote a culture of teamwork, ensuring all Asset Specialists contribute meaningfully to their assigned Market Team's success.
Set clear context when assigning work, ensuring individual roles align with Market Team priorities and CIBC's broader organizational goals.
Build team and individual capabilities through targeted development opportunities, including job shadowing, special projects, and formal training.
Manage performance through fair, accurate, and timely formal and informal feedback; identify and remove obstacles to performance; and clearly communicate how individual expectations align with business priorities.
Champion CIBC's mission, vision, and values to create a positive, inclusive work environment and serve as an effective role model.
Ensure consistent compliance with all applicable policies, standards, guidelines, and controls, applying them fairly so employees understand expectations.
Hire the right people for the right roles, aligning individual capabilities with job requirements and business unit objectives.
Own the development and execution of annual strategic business plans aligned to all key stakeholders.
Collaborate with peers, team members, and cross-functional resources to achieve business objectives, including NPS, profitable revenue growth, volume targets, and market share goals.
Drive sales effectiveness, operational efficiency, and strategic alignment across the business.
Accountable for balanced performance across PBB, the Asset Specialist Group, and GAM Global Distribution Team (GDT) KPIs through strategic management and ongoing analysis of trends and the competitive landscape.
Track and manage business performance and trends to support monthly, quarterly, and annual financial forecasts and results.
Lead strategic Market Team mapping to ensure effective coverage, segmentation, and maximum market impact.
Prepare sales plans and actively monitor performance against plan.
Ensure robust tracking mechanisms are in place to provide accurate reporting on sales targets, market share, profitability, and AUM targets.
Ensure adherence to operational procedures across the sales function and broader organization.
Conduct regular evaluations of policies that directly affect client offer quality, business development, distribution, revenue contribution, and risk management.
Provide direction on the development and implementation of effective communication and change management processes, ensuring associated risks are mitigated to protect CIBC's legal and reputational standing.
Drive continuous improvement initiatives and proactively identify opportunities to enhance market and service approaches across the business.
Identify and escalate organizational risks and opportunities to inform policy and strategy formulation.
Collaborate with teams across GAM and CIBC to ensure alignment with overall CIBC strategic priorities.

Benefits

Competitive salary
Incentive pay
Banking benefits
Benefits program
Defined benefit pension plan
Employee share purchase plan
Vacation offering
Wellbeing support
MomentMakers, our social, points-based recognition program
Purpose Day; a paid day off dedicated for you to use to invest in your growth and development