Private Wealth Senior Learning Strategy Consultant

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

Job summary

A major financial institution in Toronto is looking for a Private Wealth Senior Learning Strategy Manager. In this role, you will manage Advisory Programs, provide coaching to participants, and collaborate on training initiatives. The ideal candidate has significant experience in Wealth Management and is comfortable working in a hybrid setting. Competitive salary and benefits offered.

Benefits

Competitive salary

Defined benefit pension plan

Employee share purchase plan

Wellbeing support

MomentMakers recognition program

Qualifications

• 8 to 10 years of experience in Private Banking and Wealth Management.
• Ability to deliver training and coaching support.
• Fluency in English and French is preferred.

Responsibilities

• Manage the initiation and facilitation of Private Wealth Advisory Programs.
• Provide individualized learning support to program participants.
• Identify opportunities for program enhancements and continuous improvements.

Skills

Coaching

Financial Planning

Learning Strategies

Private Banking

Talent Development

Wealth Management

Education

Undergraduate degree in business or economics

CFP, CIM, or CFA accreditation

Job description

Overview

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 onboarding new to role to get them job ready and increase the skill sets of the Advisors and Associates / Assistants and other team roles to improve their effectiveness and efficiency. The Private Wealth Senior Learning Strategy Consultant will also lead and / or support the implementation of new training initiatives aligned with our business and support conferences and training requests which may require partnership with Practice Management.

At CIBC we enable the work environment most optimal for you to thrive in your role. Youll have the flexibility to manage your work activities within a hybrid work arrangement where youll spend 1-3 days per week on-site while other days will be remote.

How Youll Succeed

• Provide leadership against Business priorities - Ensure business requirements are understood and implemented as per will support a National onboarding training program to support the priority of talent acquisition across Canada and support training programs for Private Wealth teams which may include Wealth Advisors and Associates across Canada and if needed Assistants and other roles to reinforce priorities to deepen client relationships and increase market share.
• You will be accountable for the timely implementation delivery evaluation maintenance and ongoing enhancement of Advisory Programs in accordance with evolving business needs and regulatory changes.
• Facilitate Advisory Programs and provide individualized learning support to program participants - You will support learners and their leaders in both English and French ( is preferred ) with program expectations learning curriculum progress and coaching as required and provide in-person virtual conference calls and synchronous training as required to new and existing learners within Private Wealth.
• You will proactively and on an ongoing basis identify opportunities for program enhancements revamps and continuous improvements; and advocate for propose and implement plans for delivering on these changes.
• You will keep current on all issues concerning CIRO regulations industry changes and other education requirements.
• Lead or participate in firm strategic initiatives and cross-functional projects as required for the Advisory Programs - Your skills in facilitating and managing training programs for initiatives will be essential for leading and participating in various projects.
• You will collaborate with Practice Management and other Training & Development teams to explore innovative methods for content delivery.
• This role will emphasize your ability to prioritize effectively both strategically and operationally.

Business Acumen - You operate with considerable independence to identify priorities and address policy and program implementation and customization requirements in a fast-paced environment and on complex projects comprised of internal and external partners and vendors and fostering strong relationships. You will maintain current knowledge of the industry Brokerage and Retail segments and the complexities and characteristics of the business requiring travel within Canada.

Who You Are

Youre a certified professional. You have an Undergraduate degree in business or economics MBA is an asset and you have successfully obtained the CFP CIM or CFA accreditation or equivalent work experience.

You can demonstrate a highly developed knowledge of the Private Banking and Wealth Management business and have 8 to 10 years of experience in the industry providing you with awareness of business issues processes and outcomes as they impact Private Wealth Management and our clients.

You embrace and advocate for change. With your well-developed facilitation and presentations skills you continuously evolve your thinking and the way you work in order to deliver your best. Your influence makes a difference. You know that relationships and networks essential to success. You inspire outcomes by sharing your expertise.

You put our clients first. You engage with purpose to find the right solutions. You go the extra mile because its the right thing to do.

Values matter to you. You bring your real self to work and you live our values trust teamwork and accountability.

LI-TA

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

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 tests (such as simulation coding French proficiency MS Office). 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 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 :

years

Vacancy :

1