Vice-President, Connected Advice

CIBC; Toronto; On-site; CAD 260,000 - 380,000; Full time

Benefits offered by this job

Competitive salary

Pension plan

Employee share purchase plan

Wellbeing support

Purpose Day

Job summary

CIBC is seeking a Vice-President, Connected Advice in Toronto to lead a skilled team delivering an Investing & Advice platform across life moments. You will drive strategy, roadmap, and digital capabilities for advisors and clients, leveraging Generative and Agentic AI while aligning with bank objectives.

Ideal candidates have 10+ years in strategy/analytics, strong leadership, and deep knowledge of investment products and advisory tools, with proven Agile experience and ability to influence

Qualifications

• Bachelor/Master in business related field (MBA, CFA, CA, CMA) required.
• 10+ years in strategy, analytics, or related fields preferred.
• Strong understanding of investment products and advice tools.
• Experience with Agile methodologies and technology teams.

Responsibilities

• Develop and own capabilities strategy and roadmap aligned with CIBC Personal Banking Savings, Investing & Advice strategy.
• Lead a high-performing digital team, driving innovation and collaboration with stakeholders.
• Mentor and coach team members, set performance expectations, and drive professional development.
• Collaborate with external partners and vendors to expand capabilities and resources.

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 Reporting to the Senior Vice President of Savings, Investing and Advice, the Vice-President (VP), Connected Advice will lead a Crew in the agile operating model, to build a scalable, compelling Investing & Advice platform across key life moments, delivering superior experiences, boosting advisor productivity, and leveraging emerging tech (e.g., Gen/Agentic AI). The VP is accountable for leading a highly proficient team of investing and advice experts in developing new digital capabilities across the advice & investing ecosystem, aligned with the bank strategy. They will also be accountable for existing platforms & tools that are critical to the success of the business, including capabilities used by frontline advisors and client-facing digital platforms. As an organizational leader, this role champions: CIBC employee experience principles: Always professional… so our team members can excel and be their best professional self. Radically simple… so our team members can focus on what they need to do and make an impact. Genuinely caring… so our team members can feel valued for who they are and what they contribute.

What You’ll be Doing

Strategy & Roadmap: Develop, own, and execute capabilities strategy, aligning with broader CIBC Personal Banking Savings, Investing & Advice strategy. Build prioritized advisor and client roadmap for advice tools, aligned with Advice & Investing strategy. Identify opportunities to leverage both Generative and Agentic AI in the employee and client experience, along with platform development. Create and own client and advisor digital and assisted channel experience roadmap. Proactively monitor industry trends and the competitive landscape to identify. opportunities to enhance effectiveness across client & advisor journeys. Engage with external partners and vendors to leverage additional expertise and resources. Ensure alignment of strategies across lines of business, with effective communication to senior stakeholders. Continue to measure against strategic objectives and key results and adjust strategy accordingly.

Strong leadership and effective team management: Foster teamwork and strong partnerships within the team, and other functions though modeling behaviour and maintaining excellent communication. Lead, mentor, and develop a high-performing digital team, fostering a culture of innovation and collaboration. Set clear performance expectations and provide regular feedback and coaching to team members. Promote professional development opportunities to enhance team skills and capabilities.

What We’re Looking For

• Bachelors / Master’s degree in business related field with preferred experience in strategy, strategic planning, or analytics (e.g., MBA, CFA, CA, CMA).
• 10 years of work experience in business related function, e.g., strategy, strategic planning analytics, financial modeling, product management, finance, and management consulting.
• Proven understanding of investment products and advice tools.
• Strong strategic, innovative and creative thinking, planning, problem solving/analytical, financial analysis, relationship, influencing and oral and written communication skills are required.
• Ability to plan, adapt, prioritize and organize work effectively and with agility while managing competing priorities.
• Demonstrated experience working on large scale, multi-year programs spanning lines of business and driving to results.
• Ability to drive forward the strategy of the bank through effective influencing of executive stakeholders, teamwork and partnering.
• Experience utilizing Agile methodology/frameworks effectively.
• Technical experience and ability to work directly with technology teams to execute on strategy.

What CIBC Offers

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 [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, 25th Floor

Employment Type: Regular

Weekly Hours: 37.5

Skills: Banking

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.