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Added 4 hours ago
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Principal Managing Partner
Workday
Toronto, ON · Canada, ON, Toronto
- Full-time
…Success Plan offering in Canada. The role acts as a trusted advisor and executive liaison, dedicated to cultivating deep and long term relationships with Workday's most strategic clients.…
Added 4 hours ago
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Wealth Management Advisor
Desjardins
Montreal, QC · Caisse Desjardins du Cœur-de-l'Île
- Full-time
As a wealth management advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your…
Added 4 hours ago
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Wealth Management Advisor
Desjardins
Montreal, QC · Caisse Desjardins du Cœur-de-l'Île
- Full-time
As a wealth management advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your…
Added 4 hours ago
D
Senior Advisor, Legal and regulatory compliance
Desjardins
Levis, QC
- Full-time
As a senior legal and regulatory compliance advisor, you help design, institute and coordinate the compliance framework and enforce related rules. You help ensure that oversight measures…
Added 6 hours ago
AC
Tax Preparer
ACCA Careers
Oshawa, ON
- Full-time
…in support of our firm’s business operations. As a trusted advisor, you’ll identify challenges, problem solve and drive efficiencies while contributing to the success of our firm and our…
Added 8 hours ago
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Associate Financial Advisor
CIBC
Mississauga, ON
- Full-time
…difference in our clients' lives. As an Associate Financial Advisor, you’ll form a deep understanding of your personal and small business clients’ needs as you recommend simple,…
Added 8 hours ago
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Associate Financial Advisor
CIBC
Kingston, ON
- Full-time
…difference in our clients' lives. As an Associate Financial Advisor, you’ll form a deep understanding of your personal and small business clients’ needs as you recommend simple,…
Added 8 hours ago
SF
Commercial Account Manager
Summit Fleet
Leduc, AB
- Full-time
…Reporting to the Director of Summit Fleet, you'll act as a trusted advisor to organizations seeking commercial fleet leasing and fleet management…
Added 8 hours ago
SF
Account Executive - Leasing & Fleet Services
Summit Fleet
Leduc, AB
- Full-time
…the Summit Fleet leadership team, you'll serve as a trusted advisor to commercial clients, helping them secure the right transportation solutions to support their business…
Added 9 hours ago
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Customer Success Manager
Occupier
Remote, Canada
- Full-time
- Remote
Real estate is often a company’s second-largest expense, yet most real estate and finance teams still manage their leases with spreadsheets and outdated tools. Occupier was created to…
Added 11 hours ago
BT
Senior Manager, Indirect Tax
Baker Tilly Canada
Vancouver, BC
- Full-time
This role offers the opportunity to build and shape an emerging area of specialization while serving as a trusted advisor to clients and a technical resource to colleagues across the firm.
Added 12 hours ago
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VP Consulting Services, Banking & Financial Services
CGI
Montreal, QC
- Full-time
Act as a strategic advisor, bringing banking expertise, technology insight, innovation and thought leadership to client discussions.
Added 12 hours ago
RJ
Licensed Wealth Advisor Assistant
Raymond James Ltd.
Calgary, AB
- Full-time
Raymond James Independent Financial Services is seeking a full-time Licenced Wealth Advisor Assistant to work in our Mission Wealth Advisors Calgary office. Raymond James Ltd. is one of…
Added 12 hours ago
NM
Director, Project Controls Red Chris Block Cave
Newmont Mining Corporation
Vancouver, BC
- Full-time
…efficiently, and in line with business objectives. As a trusted advisor to project directors, senior executives, and investment committees, you will translate complex project data into…
Added 14 hours ago
NB
CONSEILLER, STRATEGIE RETRAITE
National Bank of Canada
Mont-Royal, QC
- Full-time
A career as a retirement Strategy Advisor at National Bank means acting as an expert·in retirement planning and strategies for clients. With your expertise, you can help your clients during…
Added 14 hours ago
NB
Private Banker
National Bank of Canada
Moncton, NB
- Full-time
Act as a trusted strategic advisor by identifying business opportunities and recommending solutions that align with clients’ financial objectives.
Added 15 hours ago
HI
Insurance Advisor, Mobile Auto
HUB International
Langley (District), BC · Langley, BC
- Full-time
Our Community Branch Network Division is seeking a client-focused Insurance Advisor. We want someone who thrives in a fast-paced and ever-changing environment.
Added 21 hours ago
UO
Senior Project Officer
University of Victoria
Victoria, BC
- Full-time
…reporting of complex infrastructure projects. As a trusted advisor, the Senior Project Officer helps researchers navigate funding requirements, institutional processes, financial planning,…
Added 22 hours ago
BG
Senior Renewable Energy Technical Advisor
BTY Group
Vancouver, BC
- $100,000 to $125,000 CAD / year
- Full-time
…Engineer, Insurance and Offtake advisory Lenders’ Technical Advisor, M&A Due Diligence, and Owner’s Advisory services across wind, solar, and energy storage projects worldwide. We compete…
Added 23 hours ago
NB
Senior Treasury Manager, Creative Media & Technology
National Bank of Canada
Vancouver, BC
- Full-time
You will act as a trusted advisor to a diverse client base that may include software and SaaS companies, gaming studios, digital media organizations, film and television production…
Added 23 hours ago
NB
Associate
National Bank of Canada
Baie-Comeau, QC
- Full-time
…Reporting to the regional manager, you will team up with a wealth advisor to offer an exceptional client experience. Collaboration and partnership will be key to your success. More…
Added 23 hours ago
BT
Senior Manager, Indirect Tax
Baker Tilly Canada
Vancouver, BC
- Full-time
This role offers the opportunity to build and shape an emerging area of specialization while serving as a trusted advisor to clients and a technical resource to colleagues across the firm.
Added 23 hours ago
NB
Senior Advisor AML/ATF Compliance
National Bank of Canada
Montreal, QC
- Full-time
A career as a Senior Advisor in the Compliance Programs team at National Bank means acting as a specialist in regulatory compliance related to Anti-Money Laundering and Anti-Terrorist…
Added 23 hours ago
NB
BANKING ADVISOR
National Bank of Canada
Brossard, QC
- Full-time
A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and…
Added 1 day ago
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Manager, Tax
MNP
Vancouver, BC
- Full-time
…within a complex and dynamic regulatory framework. As a trusted advisor, you’ll design solutions for clients that meet compliance and reporting requirements, minimize risk, drive…

CIBC

Director, Distribution Strategy & Financial Management

Toronto, ON, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Dec 6, 2026
Experience: You bring 6 to 9 years of experience in strategy, management consulting, financial management, corporate development, or a related field, ideally within financial services.
Posting language: English
Posted: Nov 6, 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 key member of the Distribution Strategy team for Personal Banking and Imperial Service, you’ll help shape the strategy and priorities for CIBC’s banking centre and advisor channels. Reporting to the Senior Director, Distribution Strategy & Enablement, you’ll lead high-priority strategic and financial management work that supports growth, productivity, and stronger client and advisor experiences. Under the new CIBC Way operating model, the Distribution Strategy team supports the Banking Centre Distribution & Mass Affluent domain and is part of the Portfolio Value & Financial Management Centre of Excellence. In this role, you’ll connect channel strategy with portfolio-level insights and investment decisions, identify opportunities, and develop data-driven recommendations that help senior leaders prioritize investments and maximize value. You’ll partner with Crew Leads, Product Owners, Squads, Finance, and other Centres of Excellence to advance strategic priorities. You’ll also lead complex research and analysis, create materials for senior executive forums, and help strengthen the Centre of Excellence’s capabilities, operating practices, and talent.

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

Strategy development and decision support - Lead the development and evolution of strategies for CIBC’s banking centre and advisor channels. Connect client, market, operational, and financial insights to identify growth and productivity opportunities, establish strategic priorities, and inform multi-year roadmaps.
Financial management and benefit sizing - Lead rigorous financial and quantitative assessments of priority initiatives. Apply consistent methodologies, assumptions, tools, and benchmarks to evaluate expected benefits, test the reasonableness of estimates, and strengthen the quality and credibility of investment decisions.
Portfolio governance and performance insights - Establish an integrated view of the Banking Centre Distribution & Mass Affluent portfolio, including expected and realized benefits, efficiencies, capacity, key performance indicators, and strategic outcomes. Translate portfolio-level insights into recommendations that support prioritization, sequencing, and resourcing decisions.
Cross-functional collaboration - Partner effectively with Crew Leads, Product Owners, Squads, Finance, Technology, and other Centres of Excellence. Provide strategic and financial expertise, constructive challenge, and decision support while maintaining clear accountabilities across teams.
Executive communication and storytelling - Synthesize complex financial, strategic, and operational information into clear, compelling narratives. Develop executive materials that articulate the opportunity, supporting evidence, options, trade-offs, recommendations, and expected impact.
Leadership and capability building - Provide thought leadership across strategic and financial management priorities while helping strengthen the Centre of Excellence’s capabilities, ways of working, and shared knowledge.

Who You Are

You have relevant experience. You bring 6 to 9 years of experience in strategy, management consulting, financial management, corporate development, or a related field, ideally within financial services. You have a strong track record of developing strategies, assessing complex opportunities, and translating analysis into measurable business outcomes.
You have a degree in business, finance, economics, or a related field. A Master of Business Administration, Chartered Financial Analyst, Chartered Professional Accountant, or another relevant advanced degree or professional designation is an asset.
You give meaning to data. You enjoy investigating complex and ambiguous problems, bringing structure and clarity to uncertainty, and transforming insights into practical recommendations. You can develop and assess financial models, test assumptions, and evaluate the benefits, costs, risks, and trade-offs associated with investment decisions.
Your influence makes a difference. You can navigate a complex matrix organization, understand different stakeholder perspectives, and build alignment across senior leaders and cross-functional partners. You influence outcomes with confidence, sound judgment, and strong communication.
You are a caring and accountable leader. You have experience developing and implementing strategic team goals. You have experience coaching employees and inspiring successful team performance.
You're digitally savvy. You have advanced proficiency in PowerPoint and Excel and can develop high-quality executive materials and robust financial and analytical models. Experience with data visualization, analytics, or artificial intelligence-enabled productivity tools is an asset.
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, 24th Floor

Employment Type

Regular

Weekly Hours

37.5

Skills

Analytical Thinking, Analytical Thinking, Analytics, Benefits Strategy, Business Effectiveness, Business Processes, Business Storytelling, Client Strategy, Communication, Critical Thinking, Customer Experience (CX), Data Storytelling, Digital Storytelling, Financial Products, Leadership, Long Term Planning, Portfolio Governance, Portfolio Management, Portfolio Monitoring, Portfolio Optimization, Portfolio Reporting, Presentation Storytelling, Project Management, Quantitative Analysis, Strategic Objectives {+ 1 more}

Apply About employer

More about this job

Responsibilities

Lead strategy development and financial assessments for CIBC’s banking centre and advisor channels, identifying growth and productivity opportunities and informing investment decisions. Establish portfolio performance insights, collaborate with cross-functional teams, prepare executive recommendations, and strengthen the Centre of Excellence’s capabilities and practices.

Requirements

Requires 6–9 years of experience in strategy, consulting, financial management, corporate development, or a related field, ideally in financial services, along with a degree in business, finance, economics, or a related discipline. Candidates should demonstrate strategic and financial analysis, financial modeling, stakeholder influence, leadership, and advanced PowerPoint and Excel proficiency; an MBA, CFA, CPA, or other relevant advanced qualification is an asset.

Skills

Strategic Planning
Financial Management
Financial Modeling
Quantitative Analysis
Portfolio Governance
Portfolio Management
Portfolio Monitoring
Portfolio Optimization
Business Storytelling
Executive Communication
Data Analysis
Investment Assessment
Stakeholder Management
Leadership
PowerPoint
Excel

Benefits

Competitive Salary
Incentive Pay
Banking Benefits
Benefits Program
Defined Benefit Pension Plan
Employee Share Purchase Plan
Vacation
Wellbeing Support
Employee Recognition Program
Paid Personal Development Day

Visa sponsorship

Not detected in the job text

Keywords

Banking
Personal Banking
Imperial Service
Distribution Strategy
Banking Centre Distribution
Mass Affluent
Financial Management
Portfolio Value
Financial Modeling
Quantitative Analysis
Investment Decisions
Benefit Sizing
Portfolio Governance
Portfolio Monitoring
Key Performance Indicators
Strategic Roadmaps
Executive Presentations
PowerPoint
Excel
Data Visualization
Analytics
Artificial Intelligence Tools
Cross-Functional Collaboration
Client Experience
Advisor Experience
Productivity
Capacity Planning
Financial Services

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