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Added 11 mins ago
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Registered Dental Assistant - Marquis Dental Group
dentalcorp
Saskatoon, SK · Marquis Dental Group
- Full-time
Build Your Career with Us: Be part of a team that shares expertise, tackles challenges together, and works with modern technology, tools, and systems so you can focus on what matters most:…
Added 11 mins ago
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Associate Dentist - Dr. Kohli Dental Clinic
dentalcorp
Carbonear, NL · Dr. Kohli Dental Clinic
- Full-time
Associate Development Program: A structured yet flexible learning initiative with curated offerings from top clinicians and mentors where you will receive individualized learning &…
Added 11 mins ago
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Health and Welfare Implementation Manager
LifeWorks
Toronto, ON
- Full-time
Every benefits program we implement starts with a team that turns client goals into working technology. As Implementation Manager, you'll lead a team of implementation consultants and…
Added 26 mins ago
RB
Banking Advisor
Royal Bank of Canada
Placentia, NL
- Full-time
…goals. Whether you’re demonstrating to a client how to use digital banking, on-boarding a new client, or referring a complex opportunity to a specialist, your expertise will contribute to…
Added 41 mins ago
System Specialist II (Field Technician Building Automation Systems BAS - Solutions), Halifax NS
Siemens
Dartmouth, NS · Halifax, NS
Conducts training and development classes for customers on site or at the branch.
Added 1 hour ago
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Associate Dentist - Airport Heights Dental
dentalcorp
St. John's, NL · Airport Heights Dental Centre
- Full-time
…surgery, implants, and sedation. You’ll practise with modern technology including CBCT/Pan/Ceph, intraoral scanning, CEREC and digital sensors, you will be supported by experienced CDAs and…
Added 1 hour ago
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Client Engagement Associate
CIBC
Vancouver, BC
- Full-time
Accountability, Client Service, Communication, Customer Engagement, Customer Experience (CX), Customer Service, Digital Literacy, Empathy, Financial Services, Interpersonal Communication,…
Added 1 hour ago
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Client Engagement Associate
CIBC
Nanaimo, BC · ON · Country Club Mall Wellington
- Full-time
…questions, assisting with transactions, guiding clients through digital banking options, and connecting them with the right solutions and team members to support their financial goals. In…
Added 1 hour ago
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Universal Banker
CIBC
Comox, BC
- Full-time
…provide a forward-looking financial plan. Use your knowledge of technology, cash management, credit, investment and wealth protection to help clients meet their…
Added 1 hour ago
Fraud Detection Analyst, Bilingüal (French) (12 Month Contract)
Scotiabank
Toronto, ON
At Tangerine, we’re redefining banking. As Canada’s leading digital bank, we thrive on innovation, agility, and bold thinking, tackling every challenge head-on with leading technology and…
Added 1 hour ago
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Retirement Consultant
LifeWorks
AB · Vancouver, BC · Winnipeg, MB · Regina, SK
- $70,000 to $100,000 CAD / year
- Full-time
Having career opportunities for professional development
Added 1 hour ago
Staff FullStack Engineer, Secures AI
Okta
Toronto, ON
This is an opportunity to do career-defining work. We're all in on this mission. If you are too, let's talk.
Added 1 hour ago
CI
Student Intern, Aerospace and Defense, Material Pricing and Product Data
Celestica International LP
Toronto, ON
- $24 to $30 CAD / hour
As a global technology leader, Celestica designs, engineers, and manufactures industry-leading products and services that drive customer success and market advancement. Headquartered in…
Added 1 hour ago
GD
System Integration & Test, Intermediate
General Dynamics Missions System International
Calgary, AB
- Full-time
…Integration & Verification Engineer (SI&V) to join the Bowman product development team in Calgary, to support ongoing future capability development. Bowman is the tactical communications…
Added 1 hour ago
JI
Information Management Specialist
J.D. Irving, Limited
Dartmouth, NS
- Full-time
By joining our team of more than 2,400 shipbuilders, you can enjoy a dynamic and exciting career with a company dedicated to your success, development, and safety.
Added 1 hour ago
C
Financial Services Representative (Cantonese/Mandarin)
CIBC
Toronto, ON
- Full-time
Leveraging technology - Become a technology expert. Share your knowledge by introducing clients to our mobile banking applications, helping them to better manage their banking needs.
Added 1 hour ago
C
Frontend Javascript Developer Lead
CIBC
Toronto, ON
- Full-time
You’ll be joining CIBC’s Digital Web Development team. You’ll be at the heart of CIBC’s digital transformation, successfully delivering complex, enterprise-scale Web projects involving…
Added 1 hour ago
C
Advice and Investing Platform Specialist
CIBC
Toronto, ON
- Full-time
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…
Added 1 hour ago
Branch Manager
Money Mart
Duncan, BC
Education Reimbursement Program to invest in your education and career growth.
Added 1 hour ago
Director, Technology Delivery
The Canada Life Assurance Company
Winnipeg, MB · Toronto, ON
We are looking for a Director, Technology Delivery – Finance & Actuarial to lead technology delivery across our Finance and Actuarial portfolio.
Added 1 hour ago
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Full Stack. Net Developer
Nutrien
Saskatoon, SK
- Full-time
…Midstream IT organization. The team is responsible for the design, development, and ongoing support of custom-built platforms and solutions that meet the unique needs of Nutrien’s business.…
Added 2 hours ago
SD
Director, Pharmacy Experience and Transformation
Shoppers Drug Mart
Toronto, ON
- Full-time
Work closely with Enterprise Operations Development & Systems, Pharmacy Services, Health & Wellness, Merchandising, National Operations, Professional Affairs, Loblaw Digital, Loblaw…
Added 2 hours ago
SRE-System & API Gateway Support Specialist
Capgemini
Toronto, ON
Choosing Capgemini means choosing a company where you will be empowered to shape your career in the way you’d like, where you’ll be supported and inspired by a collaborative community of…
Added 2 hours ago
M
Embedded Development Team Lead
MDA
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- Full-time
Are you ready to launch the next stage of your career in the new space economy? We would love to hear from you!
Added 2 hours ago
Program Manager, Fraud
WestJet Group
Calgary, AB
Acting as the central point of coordination for loyalty fraud, the Program Manager will identify emerging risks, establish program priorities, drive implementation of fraud mitigation…

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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