Senior Director, Financial Planning & Advice

* **People Leadership** - Create a positive work environment and be an effective role model by championing CIBC’s mission, vision and values. Assign work and manage performance by setting clear expectations and by providing fair and accurate formal and informal feedback. Identify obstacles that hinder performance and coach to performance expectations to ensure they align with business priorities for the Financial Planning advisory team. Arrange and coordinate professional development to maintain and increase investment industry, planning and product knowledge of the sales team. Proactively work to attract new talent and build 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 and ensure that Financial Planning Consultants advice and recommendations/solutions align with CIBC’s integrated offer. Work with Personal & Small Business leadership team to develop market business plans, regional planning targets, conduct market and regional assessments, analyze sales team productivity and planning capabilities, establish development goals and implement action plans. Ensure effective management of Operating Expenses (DOE) and project funding.* **Financial Planning and Compliance Expertise** - Ensure sales team adheres to regulatory requirements, compliance guidelines and internal strategies and policies; Maintain awareness and knowledge of relevant existing and impending policies and legislation, participate in the development of sales and advice compliance guidelines, review procedures and sales compensation plans with national office to ensure they are effective and competitive within the Region. Share best practices and expertise on financial planning with Financial Planning Team and other relevant CIBC partner groups. Apply expertise of financial planning and services landscape, principles, and practices to analyze and interpret complex concepts and apply strategic initiatives.* **You have extensive financial industry knowledge,** including specific knowledge of investment solutions, financial markets and economic factors that affect personal financial planning decisions. Expert knowledge in CIBC investment solutions and proficient experience in financial planning concepts and processes including experience utilizing financial planning tools.* **You are a bold and authentic leader**. You have experience leading an advisory team that is responsible for investment advice and sales.* **You’re a certified investment professional.** You have completed Certified Financial Planner (CFP) with the

and/or Professional Financial Planners (PFP) certification with Canadian Securities Institute* **You are a strong communicator.** You can convey factual and conceptual information on issues requiring detailed explanation/interpretation and communicate effectively at all levels in the organization.* **Your influence and relationship building makes a difference.** You have demonstrated ability to establish productive relationships and influence stakeholders from varied backgrounds, with differing priorities and over which one does not have direct authority* **Values matter to you.** You bring your real self to work and you live our values - trust, teamwork, and accountability**.*** We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program\*, defined benefit pension plan\*, an employee share purchase plan, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.* Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.* We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.At CIBC, we are in business to help our clients, employees and shareholders achieve what is important to them. Our ability to create value for all CIBC stakeholders is driven by a business culture based on common values: Trust, Teamwork and Accountability.

Working with CIBC makes you a part of a work environment committed to our clients, employees and communities - a place where you can excel.

Every day, our 44,000 employees help our clients achieve their financial goals, because what matters to our clients, matters to us. #J-18808-Ljbffr