Private Wealth Senior Learning Strategy Consultant

CIBC World Markets; Toronto; Hybrid; CAD 90,000 - 120,000; Full time

Job summary

A leading financial institution in Toronto is seeking a Private Wealth Senior Learning Strategy Manager to oversee the execution of Advisory Programs and enhance skills for various roles. The successful candidate will have 8-10 years of experience in Wealth Management, with a focus on onboarding and training. This role offers a competitive salary, hybrid work options, and comprehensive benefits including a pension plan and professional development opportunities.

Benefits

Competitive salary

Banking benefits

Defined benefit pension plan

Employee share purchase plan

Wellbeing support

Paid development day

Qualifications

• 8-10 years of experience in Private Banking and Wealth Management.
• Strong facilitation and presentation skills.
• Bilingual in English and French preferred.

Responsibilities

• Manage the initiation and execution of Private Wealth Advisory Programs.
• Support a national onboarding training program.
• Conduct in-person and virtual training sessions.

Skills

Coaching

Financial Planning

Learning Strategies

Private Banking

Talent Development

Wealth Management

Education

Undergraduate degree in business or economics

MBA

CFP, CIM, CFA or equivalent

Job description

Were building a relationship-oriented bank for the modern world. We need talented passionate professionals who are dedicated to doing whats 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

What Youll be Doing

The Private Wealth Senior Learning Strategy Manager is responsible for managing the initiation, execution, and facilitation of Private Wealth Advisory Programs and providing coaching support to program participants. The focus is to work with Private Banking, Wood Gundy, CIBC Private Investment Counsel, the Wealth Planning group, and the Insurance Trust and Estate Planning teams to help onboard new team members, get them job-ready, and enhance the skill sets of Advisors, Associates, Assistants, and other roles to improve effectiveness and efficiency. The role also involves leading and supporting the implementation of new training initiatives aligned with business needs and supporting conferences and training requests, often in partnership with Practice Management.

At CIBC, we enable an optimal work environment for you to thrive. Youll have flexibility within a hybrid work arrangement, spending 1-3 days per week on-site and the rest remotely.

How Youll Succeed

Provide leadership aligned with business priorities—ensuring requirements are understood and implemented. Support a national onboarding training program to aid talent acquisition across Canada, and develop training programs for Private Wealth teams, including Wealth Advisors, Associates, Assistants, and other roles. Your responsibilities include timely implementation, delivery, evaluation, and ongoing enhancement of Advisory Programs, adapting to evolving business needs and regulations.

Facilitate Advisory Programs and provide personalized learning support—supporting learners and their leaders in both English and French (preferred). You will conduct in-person and virtual training sessions, proactively identify opportunities for program improvements, and stay current on CIRO regulations, industry changes, and other educational requirements.

Lead or participate in strategic initiatives and cross-functional projects related to Advisory Programs. Collaborate with Practice Management and other teams to innovate content delivery methods, prioritize effectively, and manage complex projects involving internal and external partners and vendors.

Business Acumen—operate independently to identify priorities, address policy and program requirements, and foster strong relationships. Maintain current knowledge of industry segments and the complexities of the business, with willingness to travel within Canada.

Who You Are

You are a certified professional with an undergraduate degree in business or economics; an MBA is an asset. You hold CFP, CIM, CFA, or equivalent credentials, and have 8-10 years of experience in Private Banking and Wealth Management, understanding key business issues and processes.

You embrace change, possess strong facilitation and presentation skills, and continuously evolve your approach. You value relationships and networks, inspiring outcomes through your expertise. You prioritize clients, act with purpose, and align with our core values of trust, teamwork, and accountability.

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What CIBC Offers

We prioritize your goals, starting with your strengths and ambitions. We offer a competitive salary, incentive pay, banking benefits, a defined benefit pension plan, an employee share purchase plan, vacation, wellbeing support, and MomentMakers recognition program.

Our spaces and technology foster collaboration and innovation. We support your growth through initiatives like Purpose Day—a paid day off dedicated to your development.

What you need to know

CIBC is committed to inclusion and accessibility. If you need accommodations, please contact us. You must be legally eligible to work at the specified location(s) and have a valid work or study permit if applicable.

We may conduct assessments and skills tests to learn about your capabilities and provide more about our organization.

Job Location: Toronto - 81 Bay, 12th Floor

Employment Type: Regular

Weekly Hours: 37.5

Skills

Coaching, Financial Planning, Learning Strategies, Private Banking, Talent Development, Wealth Management

Required Experience: Senior IC

Key Skills: BPO, Financial Accounting, Arabic Cuisine, Avionics

Experience: 8-10 years

Vacancy: 1