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Added 14 mins ago
Sr. Network Designer
Rogers Communications
Brampton, ON · Toronto, ON
The successful candidate will combine strong RAN engineering fundamentals with data-driven optimization, automation, and cross-domain collaboration to achieve desired outcomes. You will…
Added 28 mins ago
AI
VP Aviation & Chief Pilot
AIRmarket Inc.
AB · Edmonton, AB
- Full-time
Return test results, flight data and operational lessons to the technology team, and give aviation expertise to RTM service and product development.
Added 28 mins ago
I
Quality Specialist I (Afternoon Shift)
Integra
Harrow, ON
- Full-time
Excellent data collection and analysis skills.
Added 59 mins ago
GC
Senior Mineral Processing Engineer
Glencore Canada
Sudbury, ON · Greater Sudbury, ON
- Full-time
Utilize metallurgical data, plant operating information, and test work results to identify opportunities for process improvement, recovery enhancement, and throughput optimization.
Added 1 hour ago
O
Associate Production Support Specialist
OpenText
Waterloo, ON
- Full-time
OpenText is a global leader in information management, where innovation, creativity, and collaboration are the key components of our corporate culture. As a member of our team, you will…
Added 1 hour ago
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Analyst, Continuous Improvement
Nutrien
Saskatoon, SK
- Full-time
Drive change management for new process initiatives and track post-implementation success metrics
Added 1 hour ago
HT
IT Internal Auditor
Husky Technologies
Bolton, ON
- Full-time
…will play a key role within the Internal Audit Department to test the effectiveness of Internal Controls and Financial Processes to support the successful execution of our internal audit…
Added 1 hour ago
W
Mechanical Engineer Level I
Worley
Calgary, AB · Edmonton, AB
- Full-time
Provide expert technical assurance and peer review for complex or high-risk design decisions, material selections, and integrity management strategies.
Added 1 hour ago
C
Sr. Manager, Email and Distributed Marketing
CIBC
Toronto, ON
- Full-time
…and lead the execution, governance, optimization, and ongoing management of advisor- and business-driven email communications across both Salesforce Marketing Cloud and traditional email…
Added 1 hour ago
LI
Senior Business Analyst
Lotus IT Solutions
Toronto, ON
- Contract
Plan and lead requirements elicitation, analysis, validation, and management activities throughout the delivery lifecycle
Added 1 hour ago
LI
Systems Testing/QA Specialist
Lotus IT Solutions
Toronto, ON
- Contract
Create and manage test data for technical and business functional validation across multiple testing phases
Added 1 hour ago
LI
Senior Business Analyst
Lotus IT Solutions
Toronto, ON
- Contract
Plan and lead requirements elicitation, analysis, validation, and management activities across the full delivery lifecycle.
Added 1 hour ago
N
Analyst, Continuous Improvement
Nutrien
Calgary, AB
- Full-time
Drive change management for new process initiatives and track post-implementation success metrics
Added 2 hours ago
RT
Sr. Business Analyst
Russell Tobin
Toronto, ON
- $70 to $80 CAD / hour
- Contract
Experience eliciting, documenting, validating, and managing business, functional, non-functional, data, reporting, integration, and operational requirements.
Added 2 hours ago
M
IMA Systems Architect
MANNARINO
Montreal, QC
- Full-time
Design, develop, and verify IMA-based avionics systems using laboratory and test-bench environments.
Added 2 hours ago
NS
Scheduling Advisor - Staffing Office
Nova Scotia Health Authority
Halifax, NS
- Full-time
The Scheduling Advisor is responsible for maintaining a high degree of data and business process quality, integrity, and to actively participate in the continuous improvement process.
Added 2 hours ago
BR
IT Systems Administrator | Administrateur(trice) de systèmes informatiques
BUSAC Real Estate | BUSAC Immobilier
Montreal, QC
- Full-time
Run backups, test restores regularly and maintain disaster recovery and business continuity procedures
Added 2 hours ago
ST
Manufacturing Engineer
Sinclair Technologies
Aurora, ON
- $50,000 to $80,000 CAD / year
- Full-time
…with Engineering, Production, Quality, Supply Chain, Product Management, and suppliers to ensure successful new product introduction, efficient production operations, consistent product…
Added 2 hours ago
RS
Logistics Associate
Ryder System, Inc.
London, ON
- Full-time
…including relevant degrees or certifications; work location; market data/ranges; internal equity; internal salary ranges; etc. The position may also be eligible to receive an annual bonus,…
Added 2 hours ago
HT
Mechanical Designer (Fluidpower)
Husky Technologies
Bolton, ON
- Full-time
Cross discipline interaction and communication including cross discipline inputs – Analysis, Electrical, Software, Mechanical, Metallurgy, Manufacturing, Validation/Test
Added 2 hours ago
WR
LTO EA Level D - ACE - 15 hrs/wk
Waterloo Region District School Board
Waterloo, ON
- Full-time
…School Board requires that one must pass a Physical Demands test. All job offers will be conditional on the candidate passing all components of this test. This applies to any EA/CYW that…
Added 2 hours ago
A
Sales Consultant - Acura of Hamilton
AutoCanada
Hamilton, ON
- Other
…dealer group operating in Canada and the US. We are innovative, data-driven and our commitment to our Team Members, customers and operational excellence fuels our…
Added 2 hours ago
YC
SAP Analyst
York Catholic District School Board
Aurora, ON
- Full-time
Design and deliver custom or enhanced reports and data extracts for management and staff.
Added 2 hours ago
SA
Campaign Marketing Manager, Customer Lifecycle
STAN AI
Toronto, ON · North York, ON
- $80,000 to $100,000 CAD / month
- Full-time
Segment and personalize. Use product usage and account data to tailor messages by customer size, role, region, lifecycle stage, and the features they use.
Added 2 hours ago
E
AI DevOps Specialist (AI Enablement & Secure DevOps)
Experis
Canada
- Contract
● Multi-Phase Sandbox Rollout: Own the deployment and lifecycle management of the HPS AI Sandbox environment across cloud and hybrid infrastructures.

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

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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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