Advice and Investing Platform Specialist

CIBC; Toronto; Hybrid; CAD 90,000 - 130,000; Full time

Job summary

CIBC is looking for an Advice and Investing Platform Specialist in Toronto, blending financial planning know‑how with agile product delivery. You will work in a hybrid setup, collaborating with cross‑functional teams to deliver client‑focused platform enhancements and actionable financial insights.

You’ll leverage your expertise in digital platform development, Jira/Confluence, and stakeholder engagement to support strategic goals in a fast-paced financial services environment.

Qualifications

• Experience in financial planning and an understanding of financial markets.
• Proficiency with Jira and Confluence and agile work management tools.
• Ability to translate client needs into platform improvements and actionable requirements.
• Strong stakeholder management and communication skills.

Responsibilities

• Collaborate with Product Owners, Agile Coaches, and squad members to plan and deliver value.
• Identify opportunities to optimize client experience for Savings and Investing Platform.
• Interpret client and market data to model financial outcomes and provide insights.
• Recommend enhancements to planning and investing platforms and ensure alignment with business goals.

Skills

Financial planning

Agile methodologies

Product management

Stakeholder management

Analytical thinking

Cross-functional collaboration

Communication

Education

Bachelor's degree in Finance or related field

Tools

Jira

Confluence

Agile tools

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.
• 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

• competitive salary
• incentive pay
• banking benefits
• benefits program*
• defined benefit pension plan*
• employee share purchase plan
• vacation offering
• wellbeing support
• MomentMakers, our social, points-based recognition program

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 [e-mail]

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

At CIBC, we are in business to help our clients, employees and shareholders achieve what is important to them. Our ability to create value for all CIBC stakeholders is driven by a business culture based on common values: Trust, Teamwork and Accountability. Working with CIBC makes you a part of a work environment committed to our clients, employees and communities - a place where you can excel. Every day, our 48,000 employees help our clients achieve their financial goals, because what matters to our clients, matters to us.