Wealth Solutions, Registered Plans Specialist

We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s 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 visit CIBC.com

What You’ll Be Doing

Reporting to the Executive Director of Product, you will be responsible for working within the Private Wealth head office group, specifically on behalf of the Wealth Solutions Product Team. This position will play a role in providing advisory support across CIBC Private Investment Counsel and CIBC Wood Gundy. The incumbent is responsible for assisting in the management of registered plans products, internal communications, and registered plan and referral advisory backup support, which may include referral tracking from time to time.

As a Registered Plan Specialist, you will support the Wood Gundy Registered Plan Senior Manager with day-to-day product management activities. This includes developing tactical plans, optimizing products, and executing plans upon management approval, all while ensuring compliance with applicable CIBC policies, standards, guidelines, and controls. You will exercise independent judgment within defined procedures and apply your product knowledge to develop proposals, reports, reviews, and other necessary support. Utilizing your professional analytical, communication, and application skills, you will assist in executing initiatives and production tasks, including maintaining reporting logs for Private Investment Council marketing presentations. Additionally, you will help implement tactical initiatives, including program enhancements and process improvements, to ensure the long-term success of the business.

At CIBC we enable the work environment most optimal for you to thrive in your role.  Details on your work arrangement (proportion of on-site and remote work) will be discussed at the time of your interview.

The expected annualized base salary range for this role is $66,090 to $85,550.

The base salary is determined by a variety of factors, including the candidate’s skills, experience, and job-related knowledge, as well as geographic location and specific business needs. Our compensation philosophy supports ongoing growth and development, enabling progression within the salary range as team members advance in their roles.

In addition to base pay, compensation for this role includes participation in an annual discretionary incentive or bonus program.

We are committed to providing fair, equitable, and competitive compensation opportunities for all employees and we encourage open conversations about compensation throughout the recruitment process.

How You'll Succeed

• Client Journey and Product Support: You will be reviewing, and assessing all key registered savings and investment client journeys to ensure a positive client experience while adhering to regulatory requirements. You will develop and maintain a strong knowledge of Wood Gundy registered savings products to assist frontline sales teams with their questions and escalations. Additionally, you will serve as a subject matter expert in CIBC’s Registered Plan documents and related regulatory and compliance processes, educating client service teams to provide accurate, timely, and value-added client advice. As part of your responsibilities, you will also act as the single point of contact for client escalations.
• Self-Management and Problem-Solving Skills: You will schedule, organize, and carry out your work assignments according to established work plans, while also adjusting your work schedules as priorities change. You will exhibit well developed judgment and problem-solving abilities, allowing you to interpret and analyze both factual and conceptual information. This includes adapting general procedures or approaches when formulating responses to various problems and issues that may arise.
• Collaboration and Relationship Building: You will foster relationships and collaborate with key internal partners to enhance communication and support across teams.
• Strategic Planning and Execution: Using strategic planning and execution skills you will support strategy development and execution against strategic priorities, driving product enhancements and development.

Who You Are

• You can demonstrate 2-3 years of experience working in a financial intuition with a solid understanding of registered plans and pension plans.
• You’re a self-starter. You thrive when you're empowered to take initiative, go above and beyond, and deliver results. 
• You're passionate about people. You find meaning in relationships, and surround yourself with a diverse network of partners. You build trust through respect and authenticity.
• You 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 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 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 accountability.

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

What you need to know

• CIBC 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 contact [email protected]

• CIBC is committed to clarity in our hiring process. All roles posted are opportunities we’re actively recruiting for, unless stated otherwise.

• You 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 test (such as simulation, coding, French proficiency).

• We use artificial intelligence tools during the recruitment process. 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.

Expected End Date

2026-09-15

Job Location

Toronto-81 Bay, 12th Floor

Employment Type

Regular

Weekly Hours

37.5

Skills

Budget Preparation, Business Effectiveness, Communication, Detail-Oriented, Office Administration, Prioritization, Product Management