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Added 1 min ago
VC
Traffic Control Person (TCP) / Hoist Operator
Ventana Construction Corporation
Mission, BC
- Full-time
We have a lot to be proud of at Ventana Construction. As a full-service construction partner, our goal is to deliver the best building and the best service possible for our clients. Our tag…
Added 1 min ago
G
Client Solutions Manager
Gallagher
Calgary, AB
- Temporary
…and innovate. You’ll be backed by our digital ecosystem: a client-centric suite of consulting tools making it easier for you to meet your clients where they want to be met. Advanced data…
Added 16 mins ago
C
Manager, AI Platforms (Permanent)
CoreFactor
Toronto, ON
- Full-time
CoreFactor is searching for a Manager, AI Platforms on a permanent/full-time basis for a client in the GTA.
Added 16 mins ago
SQ
District Manager
Sunlife Québec
Quebec, QC
- Full-time
…Leadership team, while generating business results and the overall Client experience within the District. You will report to the Regional Vice President and collaborate with the regional…
Added 16 mins ago
SQ
District Manager
Sunlife Québec
Levis, QC
- Full-time
…Leadership team, while generating business results and the overall Client experience within the District. You will report to the Regional Vice President and collaborate with the regional…
Added 16 mins ago
R&
Senior Delivery Manager
Robots & Pencils
Canada
- Full-time
…onshore-and-offshore teams, and serving as the primary delivery partner to the client. You bring the judgment to navigate ambiguity, the discipline to keep complex programs on track, and…
Added 16 mins ago
SP
Technical Sales Representative
SCG Process
Regina, SK
- Full-time
…relationships with all stakeholders and customers see you as a partner in their business. At your core, you are a technically minded strategic sales thinker, who not only knows the SCG…
Added 16 mins ago
LM
Manager, Workplace Operations & Executive Support - Canada
Liberty Mutual Canada
Toronto, ON
- Full-time
Establish service standards, procedures, escalation paths and performance measures. Partner effectively with landlords, property managers, vendors and internal teams to address building,…
Added 16 mins ago
J
2nd year Steamfitter/Pipefitter Apprentice - Cenovus Lloydminster Upgrader - Maintenance
Jardeg
Lloydminster, SK
- Full-time
Maintain a clean and safe work environment and comply with all company, client, and site-specific safety requirements.
Added 16 mins ago
CE
Sales Development Manager - Eastern Canada / Directeur ou directrice des Nouveaux marchés - Est du Canada
Carrier Enterprise Canada
Eastern Canada
- $160,000 to $165,000 CAD / year
- Full-time
Partner with Market leader as needed on strategic customer visits to support complex business opportunities
Added 17 mins ago
CI
Manager, AI Platforms (Permanent)
CoreFactor Inc.
Toronto, ON · Downtown Toronto (Ryerson), Ontario
- Full-time
CoreFactor is searching for a Manager, AI Platforms on a permanent/full-time basis for a client in the GTA.
Added 31 mins ago
RT
Client Success Manager
Rivercity Technology Services Ltd.
Saskatoon, SK
- Full-time
The Client Success Manager is a full-time, on-site role in Saskatoon, reporting to the CEO. You'll be the person our clients know and trust most at Rivercity.
Added 32 mins ago
T
SAP Supply Chain Domain Architect
Talan
Toronto, ON · Montreal, Québec
- $170,000 to $200,000 CAD / year
- Full-time
Conditions: Canada-based remote role with client travel across North America representing approximately 20% to 40% of working time.
Added 32 mins ago
T
SAP Finance Domain Architect
Talan
Toronto, ON · Montreal, Québec
- $170,000 to $200,000 CAD / year
- Full-time
…solution definition, estimates, proposals, demonstrations, and client…
Added 47 mins ago
F
Manager, FP&A
Flywheel
Toronto, ON
- Full-time
Client Finance Partnership with Commerce Leadership Serve as the primary finance partner to Commerce leaders across multiple pods, supporting strategic and operational decision-making.…
Added 47 mins ago
CB
National Account Manager
Canadian Bar Association
Ottawa, ON
- Full-time
Partner with Marketing to align outreach with campaigns, events, and content.
Added 47 mins ago
RH
Marketing Manager
Robert Half
Calgary, AB
- Full-time
Our client is a well-established organization operating in the global trade and logistics industry. As the business continues to grow, they are seeking a strategic and hands-on Marketing…
Added 47 mins ago
PC
Client Service Associate
PBY Capital
Toronto, ON
- Full-time
…clients and their team of investment professionals. Our first partner portfolio manager is Canso Investment Counsel, a leading corporate credit specialist. We’re also in the process of…
Added 47 mins ago
RW
Account Executive - AEC
Rand Worldwide
Winnipeg, MB
- $85,000 to $95,000 CAD / year
- Full-time
Partner with Autodesk, other partners and internal stakeholders to maximize market penetration.
Added 47 mins ago
AT
Director of FP&A
Avenir Talent Partners
Toronto, ON · Greater Toronto Area, Canada
- Full-time
Our client is North America’s largest lawn care franchisor, serving more than 800,000 households across approximately 1,000 territories across a majority of U.S. states and Canadian…
Added 47 mins ago
J
Salesforce Technical Architect
Jobgether
Canada
- Full-time
This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Salesforce Technical Architect based in Canada.
Added 47 mins ago
B
Customer Support Specialist - Home Energy/Solar
Brainpower360
Montreal, QC
- $70,000 to $100,000 CAD / year
- Full-time
Client engagement - help customers manage their products; focus on each customer experience and make every interaction meaningful
Added 47 mins ago
W
Commissioning Specialist, Buildings
WSP
Edmonton, AB
- Full-time
Ability to manage changing priorities, work effectively in small teams, and maintain productive client relationships.
Added 1 hour ago
CH
Program Lead, Ottawa – Eastern Ontario
Canada Homestay Network
Ottawa, ON
- Full-time
…programs, driving team accountability, leading projects, managing client partnerships, and shaping the overall program and business…
Added 1 hour ago
TA
Vice President, People and Culture
Thorek/Scott and Partners
Toronto, ON
- Full-time
Our client is a leading independent asset management firm with approximately $60 billion in assets under management and a long-standing track record of investment excellence across both…

CIBC

Advice and Investing Platform Specialist

Toronto, ON, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Nov 5, 2026
Posting language: English
Posted: Oct 29, 2026

Original 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

What you'll be doing

As a member of a cross-functional squad, you will collaborate with Product Owners, Agile Coaches, and squad members to plan, prioritize, and deliver value aligned to client and business outcomes.

Reporting to the Chapter Lead, the Advice and Investing Platform Specialist is responsible for identifying and advancing opportunities to optimize the client experience for the Savings and Investing Advice team. In this role, you will leverage your platform and operational expertise to interpret client and market data, generate actionable insights, and model financial outcomes. You will recommend and deliver enhancements to the performance and capabilities of CIBC's planning and investing platforms. You will build strong relationships across the organization and use sound judgment, negotiation, and influencing skills to support alignment and drive results in a complex, agile, and fast-paced environment.

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

Platform development – Support end-to-end project implementation within a squad as a subject matter expert on CIBC Goal Planner (CGP), Investment Planning and Proposal Tool (IPPT), CIBC Investment Platform (CIP), and Imperial Investor Service. Provide guidance to technology and product teams and help resolve organizational, operational, and procedural challenges.
Product management – Apply strong knowledge of digital platform development, product management, client engagement, P&L management, client journeys, process improvement, and project delivery to support platform evolution and business outcomes.
Strategy & planning – Prepare forecasts, contribute to business strategies, and collaborate with internal product and channel partners to align business plans and delivery priorities.
Solution design – Develop client-focused outcomes that meet business requirements. Prepare and validate solution design documentation related to partner requirements, scope clarification, solution requirements, and quality assurance. Use Jira and Confluence to maintain transparency, support continuous improvement, and drive outcomes aligned to Crew, Domain, and Enterprise objectives.
Requirements management – Build strong working relationships with business partners to gather complex business requirements and facilitate solution design discussions. Write and refine user stories and acceptance criteria to ensure solutions are aligned to business needs.
Critical thinking and ambiguity – Navigate ambiguity and complexity, applying critical thinking and sound judgement to bring clarity to uncertain situations, solve problems, and translate opportunities into actionable outcomes.
Analysis & reporting – Analyze and interpret complex information, identify patterns and trends, and develop recommendations that respond to business priorities. Prepare and deliver reporting on platform performance and efficiency.
Competitive insights – Monitor the consumer, technology, and regulatory landscape and translate findings into insights and recommendations that support growth, experience and the continued evolution of our planning and investing platforms.
Relationship management – Build and maintain effective relationships with internal and external partners, including control partners, lines of business, vendors, and other stakeholders, to support business objectives and delivery milestones.
Communication – Communicate complex information clearly and effectively to a range of stakeholders, using strong interpersonal skills and sound business judgment.

Who you are

You have experience in financial planning and an understanding of financial markets, including stocks, options, fixed income, and mutual funds. It’s an asset if you have financial and goal planning literacy.
You are proficient in Jira, Confluence, and agile work management tools.
Your influence makes a difference. You know that strong relationships and networks are essential to success, and you use your expertise to build alignment and drive outcomes.
You’re motivated by collective success. You believe teamwork turns good ideas into great ones, and you contribute to an inclusive environment where teams can do their best work.
You give meaning to data. You enjoy solving complex problems, drawing insights from information, and communicating those insights in a meaningful way.
You put our clients first. You act with purpose to find the right solutions and go the extra mile because it is the right thing to do.
You act like an owner. You take initiative, follow through on commitments, and deliver results.
You are committed to learning. You adapt to change and embrace continuous learning and improvement.
You live your values. You bring high standards, genuine care to your relationships, and want to grow with an employer that shares your values and brings out your best.

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

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
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.

Job Location

Toronto-81 Bay, 18th Floor

Employment Type

Regular

Weekly Hours

37.5

Skills

Agile Methodology, Agile Product Ownership, Analytical Tools, Business Analysis, Change Management, Collaboration, Critical Thinking, Cross-Functional Collaboration, Executive Presenting, Financial Planning, Platform Management, Process Design, Product Delivery, Product Development, Product Platform Strategy, Product Roadmap Development, Product Testing, Project Management, Stakeholder Management, User Experience Analysis, Vendor Engagement

Apply About employer

More about this job

Responsibilities

The specialist will collaborate with cross-functional squads to optimize the client experience for the Savings and Investing Advice team. They are responsible for interpreting market data, modeling financial outcomes, and delivering enhancements to CIBC's planning and investing platforms.

Requirements

Candidates must have experience in financial planning and a strong understanding of financial markets including stocks, options, and mutual funds. Proficiency in agile tools like Jira and Confluence, along with strong analytical and relationship-building skills, is required.

Skills

Financial planning
Product management
Platform development
Agile methodology
Data analysis
Strategic planning
Solution design
Requirements management
Critical thinking
Relationship management
Communication
Jira
Confluence
Financial markets
Process improvement
Stakeholder management

Benefits

Competitive salary
Incentive pay
Banking benefits
Benefits program
Defined benefit pension plan
Employee share purchase plan
Vacation offering
Wellbeing support
MomentMakers recognition program
Purpose Day

Visa sponsorship

Not detected in the job text

Keywords

Financial planning
Investing platform
Agile
Product management
Jira
Confluence
Financial markets
Data analysis
User stories
Solution design
Stakeholder management
Operational expertise
Client experience
P&L management
Process improvement
Project delivery
Strategic planning
Reporting
Competitive insights
Regulatory landscape
Banking
Investment planning
Goal planner
Cross-functional
Business requirements
Performance metrics
Financial literacy
Digital platform
Client journeys
Quality assurance

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