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.
CIBC leadership capabilities:
- Envisions the future…to innovate purposefully to create new value and harness new capabilities in order to meet the evolving needs of our diverse stakeholders.
- Inspires hearts and minds…to build an inclusive culture where we make bold choices, collaborate, and empower others to take chances and do what’s right for our stakeholders.
- Drives action and impact, together…to align with urgency around what matters, making decisions with speed and always making a real difference.
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
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
Job Location
Toronto-81 Bay, 25th Floor
Employment Type
Regular
Weekly Hours
37.5
Skills
Banking
