Senior Director, Wealth Planning & Advisory

Canadian Imperial Bank of Commerce; Ottawa; On-site; CAD 100,000 - 150,000; Full time

Job summary

A major financial institution is seeking a Senior Director, Financial Planning and Advice in Ottawa. This leadership role involves mentoring a team of Financial Planning Consultants, ensuring compliance with guidelines, and fostering client relationships. Candidates should possess extensive industry knowledge, leadership experience, and relevant certifications. This position offers a competitive salary and opportunities for personal and professional development.

Benefits

Competitive salary

Employee share purchase plan

Defined benefit pension plan

Wellbeing support

Qualifications

• Extensive knowledge of financial markets and personal financial planning.
• Experience leading teams in investment advisory roles.
• Certified Financial Planner (CFP) or equivalent qualifications.

Responsibilities

• Lead and mentor the Financial Planning Consultants team.
• Ensure compliance with regulatory guidelines and internal strategies.
• Develop relationships with partner groups within CIBC.

Job description

A major financial institution is seeking a Senior Director, Financial Planning and Advice in Ottawa. This leadership role involves mentoring a team of Financial Planning Consultants, ensuring compliance with guidelines, and fostering client relationships. Candidates should possess extensive industry knowledge, leadership experience, and relevant certifications. This position offers a competitive salary and opportunities for personal and professional development.