Senior Director, Financial Planning & Advice

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Senior Director, Financial Planning & Advice

role at

CIBC .

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 ambitions, empowering you 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 visit

CIBC.com .

What You’ll Be Doing As a member of the Personal and Business Banking Team, the Senior Director, Financial Planning and Advice will be responsible for providing highly effective leadership and mentoring to the regional team of Financial Planning Consultants, and working alongside the Director, Financial Planning & Advice who leads a team of Investment Specialists. You’ll focus on the accumulation and preservation of high‑value clients’ wealth and ensure clients have valuable, nurtured partnerships with other CIBC advisors. In this role, you’ll ensure the Financial Planning Team adheres to regulatory requirements, compliance guidelines, and internal strategies and policies to ensure customer satisfaction and retention. You’ll motivate the Regional Financial Planning team to achieve monthly, quarterly, and annual sales and business mix targets, and as a member of the senior management team, you’ll significantly contribute to the long‑term strategic vision and management of CIBC Financial Planning at a regional and national level.

How You’ll Succeed

People Leadership – Create a positive work environment and be an effective role model by championing CIBC’s mission, vision and values. Assign work, manage performance, and provide fair, accurate feedback. Identify obstacles that hinder performance and coach to align with business priorities. Arrange professional development to increase the sales team’s industry and product knowledge, and proactively build a strong talent pipeline.

Results Driven Leadership – Develop and manage relationships with all relevant CIBC partner groups such as Personal & Small Business Banking, Private Wealth Management, Wealth Management, Commercial & Investment Banking, and Wealth Strategies. Monitor that Financial Planning Consultants’ advice aligns with CIBC’s integrated offer. Work with leadership to develop market business plans, regional targets, conduct assessments, analyze productivity, and implement action plans. Ensure effective management of operating expenses and project funding.

Financial Planning and Compliance Expertise – Ensure the sales team adheres to regulatory requirements, compliance guidelines, and internal policies. Maintain awareness of existing and impending policies and legislation, participate in developing compliance guidelines, and review compensation plans with national office. Share best practices and expertise on financial planning with the team and partner groups, applying knowledge of the financial planning landscape to strategize and interpret complex concepts.

Who You Are

Extensive financial industry knowledge, including investment solutions, financial markets, and economic factors affecting personal financial planning decisions; expert knowledge of CIBC investment solutions and proficiency in financial planning tools.

A bold and authentic leader with experience leading an advisory team responsible for investment advice and sales.

A certified investment professional with CFP and/or PFP certification.

A strong communicator who can convey factual and conceptual information requiring detailed explanation and communicate effectively at all organizational levels.

Influential relationship builder capable of establishing productive relationships and influencing stakeholders from varied backgrounds.

Values matter to you; you bring your real self to work and live CIBC’s values—trust, teamwork, and accountability.

What CIBC Offers

Competitive salary, incentive pay, banking benefits, a benefits program, defined benefit pension plan, employee share purchase plan, vacation offering, wellbeing support, and MomentMakers, a social points‑based recognition program.

State‑of‑the‑art spaces and technology to foster collaboration and innovation.

A culture that enables ambition through initiatives like Purpose Day—a paid day off dedicated to personal growth.

Subject to plan and program terms and conditions.

What You Need To Know

CIBC is committed to an inclusive environment. If you need accommodation, contact Mailbox.careers-carrieres@cibc.com.

You must be legally eligible to work at the specified location(s) and, where applicable, have a valid work or study permit.

You may be asked to complete attribute‑based assessments and skills tests (e.g., simulation, coding, French proficiency, MS Office).

Job Location Toronto – 81 Bay, 12th Floor

Employment Type Regular

Weekly Hours 37.5

Skills Analytical Thinking, Client Service, Customer Retention, Financial Advising, High Net Worth Individuals, Leadership, Long‑Term Planning, People Management, Risk Management and Mitigation

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