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 cooperative relationships to support client needs Requirements:
Proven knowledge of financial services and CIBC offerings
Proficient in Microsoft Office Suite, especially Excel
Solid 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.

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