Product And Client Solutions Specialist

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

Benefits offered by this job

Competitive salary

Pension plan

Employee share purchase plan

Wellbeing support

Job summary

CIBC in Toronto is seeking a Product & Client Solutions Specialist for the Savings and Investing Advice team. You will interpret portfolio data, model financials, and propose improvements to portfolio performance while building strong internal relationships to support outcomes.

The role emphasizes strategic planning, product development, pricing, and client engagement, with a hybrid work arrangement (1–3 days on-site).

Qualifications

• 3-5 years of experience in business planning, strategy, and pricing
• Strong knowledge of Deposits, Term, and Investing products
• Ability to coordinate complex assignments and projects in ambiguity

Responsibilities

• Prepare forecasts and participate in business strategies with internal partners
• Apply product management knowledge to develop offers and initiatives
• Navigate ambiguity with critical thinking and sound judgment
• Develop and execute promotional offers or tactics to support sales and growth
• Analyze complex information and deliver performance and profitability reporting
• Monitor market and competitive environment and translate insights into portfolio growth

Skills

Strategy & planning

Product management

Ambiguity handling

Campaign management

Data analysis

Competitive insights

Relationship management

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

Reporting to the Chapter Lead, the Product & Client Solutions Specialist will be responsible for identifying and advancing opportunities to optimize revenue, performance, and client experience for the Savings and Investing Advice team. Success in this role requires the ability to interpret portfolio data and external competitive trends, extract actionable insights, model financials, and recommend improvements to portfolio performance. The candidate will build and maintain strong internal relationships across the organization, using negotiation and influencing skills to support alignment and drive outcomes. Financial planning experience will be an asset. Ability to work in a complex, agile, fast-paced, high energy, and fulfilling 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

• Strategy & planning - Prepare forecasts, contribute to business strategies, and collaborate with internal product and channel partners to support alignment of business plans and delivery.
• Product management - Apply strong knowledge and experience in product development, product management, client engagement, P&L management, client journeys, process improvements, product systems, and project delivery to assess, recommend, and implement offers and initiatives.
• Thrive in ambiguity and uncertainty - Navigate complex and evolving environments with confidence, applying critical thinking and sound judgment to make informed decisions even when information is incomplete.
• Campaign management - Develop, recommend, and execute promotional offers or tactics that support sales and balance growth against financial targets. Manage client targeting strategies, offer eligibility, fulfillment processes, go-to-market plans, and campaign performance.
• Analytical - Analyze and interpret complex information, identify patterns and trends in new or strategic areas, and develop recommendations to respond to business priorities. Prepare and deliver reporting on performance and profitability.
• Competitive insights - Monitor the market and competitive environment (consumer, technology, regulatory) and translate findings into insights and recommendations that support portfolio growth and evolve our products, offers, and pricing.
• Relationship management - Support business objectives and delivery milestones by building and managing effective relationships with internal and external partners, including control partners, other lines of business, partners, and vendors.

Who you are

• You can demonstrate experience in business planning, business model development, and pricing best practices (3-5 years).
• You also have strong knowledge of Deposits, Term, and Investing products.
• You have strategic planning skills sufficient to coordinate complex assignments and projects that may be ambiguous in nature.
• Your influence makes a difference.
• You know that relationships and networks are essential to success.
• You inspire outcomes by sharing your expertise.
• You’re motivated by collective success.
• You know that teamwork can transform a good idea into a great one.
• You know that an inclusive team that enjoys working together can bring a vision to life.
• You give meaning to data.
• You enjoy investigating complex problems and making sense of information.
• You communicate detailed information in a meaningful way.
• You put our clients first.
• You engage with purpose to find the right solutions.
• You go the extra mile, because it’s the right thing to do.
• You act like an owner.
• You thrive when you're empowered to take initiative, follow through on commitments, and deliver results.
• 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… 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.

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.

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Job Details

• Job Location: Toronto-81 Bay, 25th Floor
• Employment Type: Regular
• Weekly Hours: 37.5
• Skills: Analytical Thinking, Data Analysis, Leadership, Market Research, Product Analysis, Product Development, Product Management, Product Planning, Product Pricing, Strategic Objectives

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.