What you'll be doingReporting 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 experiencein 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.
#LI-TAWhat CIBC OffersAt 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
Job LocationToronto-81 Bay, 25th Floor
Employment TypeRegular
Weekly Hours37.5
SkillsAnalytical Thinking, Data Analysis, Leadership, Market Research, Product Analysis, Product Development, Product Management, Product Planning, Product Pricing, Strategic Objectives
