Lead CIBC’s Wealth Advisory Services as a Financial Planning Manager. Enhance client relationships while implementing creative trust services and financial solutions.

As a critical member of the Wealth Advisory Services Team at CIBC, you will oversee the implementation of wealth management products and facilitate their ongoing management. Engage in supporting recent product concepts and business development initiatives aimed at improving client experiences and product relevance. Collaboration is key as you work closely with various teams and stakeholders.

Key Responsibilities:



• Manage implementation of financial planning and trust services • Coordinate advisor onboarding and transition processes • Interpret internal and external requests for operations support • Identify improvement opportunities for services through analysis • Develop team-oriented relationships to support client needs

Requirements: • Proven knowledge of financial services and CIBC offerings • Proficient in Microsoft Office Suite, especially Excel • Strong communication and relationship-building skills • Experience with governance in service delivery • Ability to recognize and mitigate business risks

Bring your expertise in financial management and teamwork to enhance CIBC’s wealth services. #J-18808-Ljbffr

📌 Cibc Wealth Advisory Services Manager Toronto
🏢 Canadian Imperial Bank of Commerce
📍 Toronto