Original listing text, shown exactly as published by the company.
What you'll be doing
The Trust Investment Management & Oversight unit is a dynamic team within CIBC Private Wealth Management’s Wealth Solutions group, providing investment management services and oversight to clients of CIBC Trust Corporation. As the Director, Investment Management and Oversight, you’ll lead all Indigenous Trust investment oversight activities, ensuring that CIBC Trust fulfills its fiduciary duties for this important client segment. You’ll work closely with Indigenous Trust Management and Administration, Indigenous Markets Relationship Managers, and other CIBC partners to address investment matters for both existing and prospective Indigenous Trust clients. Your role will include conducting client due diligence, collaborating with key stakeholders to understand their needs, and ensuring investment policies align with governing trust documents. You’ll also oversee investment discussions, negotiate solutions, and play a key role in shaping the future of investment oversight for Indigenous Trusts at CIBC Trust. A critical part of your responsibilities will be leading thorough quarterly account reviews and ensuring ongoing compliance with each client’s Investment Policy Statement, reinforcing prudent oversight and best practices.
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 $111,060 to $152,710.
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
- Stay informed and share expertise – Remain up to date on market activities, investment trends, and Indigenous issues to maintain your investment knowledge and credibility. Use your expertise to support, guide, and train internal team members, clients, and stakeholders.
- Build and manage relationships – Establish and nurture relationships with internal partners, external clients, and a broad network of advisors and stakeholders. Communicate, negotiate, and resolve complex investment issues with objectivity, empathy, and sound judgment. Support presentations alongside relationship management team members.
- Develop and oversee investment policies – Collaborate with stakeholders to develop suitable investment policies and frameworks for client engagements. Review and edit key governing documents such as Trust Agreements, Investment Policy Statements, and Investment Management Agreements. Assess investment products and plans for prudence and suitability.
- Lead quarterly account reviews and ensure compliance – Conduct comprehensive quarterly reviews of client accounts, ensuring all portfolios are monitored and evaluated against each client’s Investment Policy Statement. Proactively identify and address any compliance issues, supporting CIBC Trust’s commitment to fiduciary excellence.
- Monitor and report on investment performance – Gather and compile investment information to monitor, manage, and report on client portfolios and related investment activities. Ensure CIBC Trust’s fiduciary investment duties are fulfilled on a prudent and ongoing basis.
- Provide guidance and support – Advise and support team members on governance, reconciliation, and control of investment operations for Indigenous clients. Provide regular and ad hoc reporting in partnership with Trust and Relationship Management personnel.
- Collaborate across CIBC – Work with head office and functional partners, including Risk, Legal, Governance and Controls, and Compliance, to ensure investment aspects of client engagements meet CIBC’s standards and regulatory requirements. Support sales and business development efforts by lending your investment expertise to client pitches as needed.
Who you are
- You have strong educational and professional credentials. You hold a degree in Business, Commerce, Finance, or Economics, and possess the Chartered Financial Analyst (CFA) designation. Additional advanced financial or investment credentials are an asset.
- You bring relevant experience. You have 10+ years of investment management experience, with a deep understanding of markets, the economy, and the complexities of trust structures. You’re comfortable engaging with a range of stakeholders, from community members to C-suite executives, and have knowledge of trust law, compliance, regulatory, trading, and investment operations.
- You’re a proactive and organized leader. You are independent, objective, and results-oriented, with strong organizational skills and attention to detail. You can prioritize and manage multiple tasks while meeting strict deadlines. Experience or a connection with Indigenous communities is an asset, and candidates who self-identify as Indigenous are strongly encouraged to apply.
- You have language skills. French language capability is considered an asset for this role.
- You put clients first. You create customized, creative investment solutions and confidently navigate complex situations to deliver respectful and effective results. You are flexible with your working hours and able to travel to client locations across Canada as required.
- You’re tech-savvy. You are proficient in MS Office products, including Outlook, Word, Teams, and PowerPoint, with advanced MS Excel skills.
- 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 aspire to give you a career, rather than just a paycheck.
- We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, defined benefit pension plan*, an employee share purchase plan, a vacation offering, wellbeing support, 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.
- We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.
*Subject to plan and program terms and conditions
What you need to know
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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 Mailbox.careers-carrieres@cibc.com
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CIBC is committed to clarity in our hiring process. All roles posted are opportunities we’re actively recruiting for, unless stated otherwise.
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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.
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We may ask you to complete an attribute-based assessment and other skills test (such as simulation, coding, French proficiency).
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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.
Job Location
Toronto-81 Bay, 12th Floor
Employment Type
Regular
Weekly Hours
37.5…
