Senior Director, Wealth Planning & Advisory

Canadian Imperial Bank of Commerce; Toronto; Hybrid; CAD 120,000 - 160,000; Full time

Job summary

A prominent banking institution in Toronto is seeking a Senior Director, Financial Planning and Advice. This role involves leading the Financial Planning team, ensuring regulatory compliance, and nurturing client relationships. The ideal candidate is an experienced leader with extensive financial industry knowledge, certified in financial planning. The position offers competitive pay and a supportive work environment that promotes personal and professional growth.

Benefits

Competitive salary

Defined benefit pension plan

Vacation offering

Wellbeing support

Employee share purchase plan

Qualifications

• Extensive knowledge of investment solutions and financial markets.
• Experience leading an advisory team responsible for investment advice.
• Certified investment professional with education in CFP or PFP.

Responsibilities

• Provide leadership and mentoring to the Financial Planning Consultants.
• Ensure adherence to regulatory requirements and compliance guidelines.
• Contribute to the strategic vision and management of CIBC Financial Planning.

Skills

Analytical Thinking

Client Service

Customer Retentions

Financial Advising

High Net Worth Individuals

Leadership

Long Term Planning

People Management

Risk Management and Mitigation

Education

Certified Financial Planner (CFP)

Professional Financial Planners (PFP)

Job description

A prominent banking institution in Toronto is seeking a Senior Director, Financial Planning and Advice. This role involves leading the Financial Planning team, ensuring regulatory compliance, and nurturing client relationships. The ideal candidate is an experienced leader with extensive financial industry knowledge, certified in financial planning. The position offers competitive pay and a supportive work environment that promotes personal and professional growth.