Job Description

We\xe2\x80\x99re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what\xe2\x80\x99s right for our clients.At CIBC, we embrace your strengths and your ambitions, so you are empowered 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 visitWhat You\xe2\x80\x99ll Be DoingReporting to the Senior Director, Registered Plans and Specialized Services, you will be leading the business unit\xe2\x80\x99s growth and transformation strategy for Estates, Power of Attorney, Safety Deposit Boxes and Registered Plan products (TFSA/RRSP/RESP/RDSP/FHSA). Role responsibilities include improvements to end-to-end client journeys and related operational processes, the sales and distribution strategy, new product development and campaign development.At CIBC we enable the work environment most optimal for you to thrive in your role. You\xe2\x80\x99ll have the flexibility to manage your work activities within a hybrid work arrangement where you\xe2\x80\x99ll spend 1-3 days per week on-site, while other days will be remote.How You\xe2\x80\x99ll SucceedClient Journey Leadership- Lead the documentation, review and assessment of all the key Estates, Power of Attorney, Safety Deposit Box and Registered Plan client journeys required to inform our growth and client experience roadmap. (i.e.: \'Estate Planning and Settlement\'). Execute on business vision and strategy to transform the Estate settlement client journey to a centralized and digital client experience.Sales Strategy- Execute on the vision and business strategy to transform Estate planning and Registered Plans into an integral part of our financial advice. Research market activities to ensure timely and comprehensive knowledge of target market segments and gaps are reflected in business plans. Make informed recommendations on investments required to improve CIBC\xe2\x80\x99s market share. Lead the development of a more effective sales and distribution strategy that captures untapped market opportunities, product knowledge requirements and evolving client needs and banking preferences.Product Management: Develop and maintain a superior knowledge of Estates, Power of Attorney, Safety Deposit Boxes and Registered Plans\xe2\x80\x99 clients and markets by understanding the evolving market environment and client needs related to estate planning and tax-effective saving and investing. Monitor, analyze, and review business trends and operating patterns related to the major strategies and ensure the development and implementation of appropriate responses. Create and deliver robust strategic annual financial and business plans for profitable unit sales, market share growth and client engagement. Develop strategies and recommendations to protect/grow the portfolio. Identify emerging issues, conduct independent analysis to resolve strategic issues and make informed decisions.Campaign Management: Develop, recommend, and launch promotional offers to ensure profitability, revenue and market share growth that meet financial targets. Work closely with Analytics, Modeling, Channel Partners, Marketing, and Campaign Effectiveness teams to design campaigns, enhance client targeting strategies and drive increased profitability, new registered account opens and market share growth.Relationship Management \xe2\x80\x93 Foster relationships and collaborate with key internal partners (all CIBC lines of business and infrastructure groups) to create revenue and profit opportunities that deliver underlying value and strengthen our client relationships. Build and maintain strategic supplier/partner relationships with technology providers, integration partners and wholesale relationships.Measurement and Reporting - Effectively measure, manage and report CIBC\xe2\x80\x99s progress towards the goal of increasing our market share. Lead and execute on the development of goals and KPIs (both leading and lagging and aligned with a growth strategy) against which the line of business can continually and critically assess our strategic progress and evolve plans as necessary.Regulatory and Compliance \xe2\x80\x93 Subject matter expertise of Estates, Power of Attorney, Safety Deposit Boxes and Registered Plan regulatory and compliance processes. Accountable for educating client service teams to ensure accurate, timely and value-added client advice. Single point of contact for client escalations.Who You AreYou put our clients first. You engage with purpose to find the right solutions. You go the extra mile, because it\'s the right thing to do.You act like an owner. You thrive when you\'re empowered to take the lead, go above and beyond, and deliver results.You give meaning to data. You enjoy investigating complex problems, and making sense of information. You\'re confident in your ability to communicate detailed information in an impactful way.You understand that success is in the details. You notice things that others don\'t. Your critical thinking skills help to inform your decision making.Your influence makes an impact. You know that relationships and networks are essential to success. You inspire outcomes by making yourself heard.You embrace and champion change. You\'ll continuously evolve your thinking and the way you work in order to deliver your best.Values matter to you. You bring your real self to work and you live our values - trust, teamwork, and accountabilityWhat CIBC OffersAt CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck.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.*Subject to plan and program terms and conditionsWhat you need to knowCIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contactYou need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.We may ask you to complete an attribute-based assessment and other skills tests (such as simulation, coding, French proficiency, MS Office). Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us.Job Location Toronto-81 Bay, 25th FloorEmployment Type RegularWeekly Hours 37.5Skills Analytical Thinking, Building Partnerships, Data Analysis, Leadership, Market Research, Product Analysis, Product Development, Product Management, Product Pricing, Relationship Management, Results-Oriented, Strategy Development, Teamwork

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