Cibc
Financial Services
SrDirector,RegisteredPlans
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“Sr Director, Registered Plans at Cibc. Skills: Registered plans, Business strategy, Stakeholder management. Lead strategy design and execution. Grow registered plan portfolio”
Industry & Context.
What They're Looking For.
Must Have
5+ years registered plans experience, In-depth knowledge of registered plans, In-depth knowledge of retail banking, Experience managing complex projects, Experience with multiple stakeholders
Nice to Have
CFA charterholder preferred, CPA charterholder preferred, FRM charterholder preferred
What You'll Do.
Lead strategy design and execution
Grow registered plan portfolio
Increase plan penetration
Drive higher balances
Improve advisory capabilities
Boost financial literacy
Ensure compliance with regulations
Manage stakeholder relationships
Oversee registered plan administration
Serve as subject matter expert
Collaborate to launch product solutions
Develop and oversee operating model
Ensure clear stakeholder roles
Ensure robust governance
Act as primary business lead
Manage registered plans
Define and implement growth strategies
Develop marketing campaigns
Develop community partnerships
Develop client communication tools
Develop advisor communication tools
Partner to develop product solutions
Partner to develop bundles
Partner to develop offers
Develop client engagement strategies
Develop tailored solutions
Monitor industry trends
Monitor competitive activity
Inform registered plan strategies
Evolve registered plan strategies
Enhance internal processes
Enhance internal models
Increase plan adoption
Improve team knowledge
Improve client advice quality
Manage external partner relationships
Develop data capabilities
Develop insights capabilities
Develop benchmarking capabilities
Support portfolio management
Serve as business sponsor
Serve as subject matter expert
Improve client experience
How You'll Work.
Team & Collaboration
Cross-functional teams; Multiple departments; Internal partners; External partners
Communication Scope
Influence senior leaders; Negotiate with senior leaders; Present ideas persuasively
Process & Methodology
Project management
Full Job Description
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](https://www.cibc.com/en/about-cibc.html) **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
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