Join CIBC as a Manager focusing on Financial Planning and Trust Services. Manage relationships while innovating in wealth management for a modern banking experience. In this key role within CIBC’s Wealth Advisory Services Team, you’ll be responsible for implementing and managing financial planning and trust services.

Collaborate with internal and external partners to enhance product offerings and client experiences while ensuring effective governance. Engage in business development to identify recent growth opportunities. Key Responsibilities:
Oversee implementation of wealth management products
Act as point of contact during advisor onboarding
Manage operational support for service requests
Conduct analyses for service enhancement prospects
Collaborate with various stakeholders to improve client satisfaction Requirements:
In-depth understanding of wealth products and financial services
Technical proficiency in Microsoft Office, particularly Excel
Robust aptitude for relationship management
Experience in operational oversight and service delivery
Insight into business development and risk management Utilize your passion for financial planning and client advocacy at CIBC.

📌 Financial Planning & Analysis Manager F/h Toronto
🏢 Canadian Imperial Bank of Commerce
📍 Toronto