What you'll be doing

As a member of the Savings, Investing and Advice team, you'll play a pivotal role in shaping our registered plan business. As the Senior Director, Registered Plans, you'll lead the design and execution of strategies to grow our registered plan portfolio, increase plan penetration, and drive higher balances and market share. You'll work closely with teams across CIBC to improve advisory capabilities, boost financial literacy, and ensure compliance with all regulations. You'll also manage relationships with key stakeholders, oversee the administration of registered plans, and serve as the subject matter expert for regulatory changes and process improvements. At times, you'll collaborate with multiple departments to launch innovative product solutions, bundles, and offers.

At CIBC we enable the work environment most optimal for you to thrive in your role. You'll have the flexibility to manage your work activities within a hybrid work arrangement where you'll spend 1-3 days per week on-site, while other days will be remote.

How you'll succeed

• Develop and oversee operating model - Lead the creation and ongoing management of the operating model for registered plans within Personal and Business Banking (PBB), ensuring clear stakeholder roles and robust governance.
• Business leadership - Act as the primary business lead for the growth, management, and administration of registered plans (RESP, RDSP, RRSP, TFSA, FHSA, LIRA, RRIF, LIF).
• Strategy & initiative development - Define and implement strategies to drive registered plan growth, including platform enhancements (such as AI-driven advice), marketing campaigns, community partnerships, and client/advisor communication tools.
• Cross-functional collaboration - Partner with product, money-in, and capital markets teams to develop integrated product solutions, bundles, and offers.
• Client engagement solutions - Work with Global Asset Management (GAM) to develop client engagement strategies and tailored solutions for registered plans.
• Market & competitive analysis - Monitor industry trends and competitive activity to inform and evolve PBB's registered plan strategies.
• Operational excellence - Continuously enhance internal processes and models to increase registered plan adoption and improve team knowledge and client advice quality.
• Stakeholder relationship management - Manage relationships with internal and external partners responsible for administering and servicing registered plans.
• Data & insights - Develop and maintain data, insights, and benchmarking capabilities to support effective portfolio management.
• Regulatory & process leadership - Serve as the business sponsor and subject matter expert for regulatory changes, process improvements, and client experience enhancements, collaborating with Operations, Risk, and Delivery teams.

Who you are

• You're a strategic thinker. You bring in-depth knowledge of registered plans and retail banking, allowing you to develop effective strategies that drive results.
• You have strong leadership skills. You have experience managing complex projects involving multiple stakeholders, ensuring successful outcomes through clear direction and guidance.
• You're a relationship builder. You collaborate effectively across departments, fostering strong partnerships to achieve shared goals.
• You have excellent communication skills. You are able to influence and negotiate with senior leaders, presenting ideas clearly and persuasively.
• Values matter to you. You bring your real self to work, and you live our values - trust, teamwork, and accountability.

#LI-TA

What CIBC Offers

At 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 work to recognize you in meaningful, personalized ways including a competitive compensation, a banking benefit*, wellbeing support and additional offers such as employee and family assistance programs 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.

*Subject to program terms and conditions

Expected End Date
2026-06-30

Job Location
Toronto-81 Bay, 25th Floor

Employment Type
Regular

Weekly Hours
37.5

Skills
Business Analysis, Change Management, Creativity, Innovation, Leadership, Long Term Planning, Pricing Strategies, Product Development, Product Management, Product Strategies, Project Management, Relationship Building, Risk Management