Sr. Consultant, Financial Planning & Advice, Sales Effectiveness

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

As a Sr. Consultant, Financial Planning & Advice Sales Effectiveness, you’ll play a pivotal role in supporting the Financial Planning & Advice team, with a focus on the Financial Planning Consultant job family. You’ll provide expertise in managing sales and business development activities, collaborating across Sales Effectiveness, National Office, and cross-functional teams to drive market-leading growth in Personal Banking and Imperial Service. You’ll coordinate with various partners to share insights and best practices for new initiatives, product launches, and business development efforts that enhance client offers and sustained referral opportunities. You’ll work closely with Strategic Initiative Franchising, Marketing, Talent Development, and Product teams to ensure alignment and effective execution of leads, offers, and campaigns. Your focus will be on developing recommendations that drive business results, deliver exceptional client experiences, and balance profitability with governance and controls. You’ll act as a key point of contact for internal stakeholders, ensuring that strategic growth priorities are understood and achieved in line with Personal & Business Banking strategies.

At CIBC we enable the work environment most optimal for you to thrive in your role. Details on your work arrangement (proportion of on-site and remote work) will be discussed at the time of your interview.

How you'll succeed

• Sales Effectiveness Leadership – Collaborate with the Senior Director to develop and execute strategies that support business growth and operational compliance. Provide business direction for work packages and activities that drive sales effectiveness.

• Strategic Advisory & Implementation – Represent the business on projects, ensuring needs are clearly articulated and met. Develop and implement people change management and communication strategies for initiatives, pilots, regulatory changes, and policies.

• Training & Process Improvement – Support day-to-day training needs, manage and update training curriculums, and proactively identify process improvements. Liaise with stakeholders to gather input and deliver innovative solutions.

• Data-Driven Insights – Utilize data and insights to understand business strengths, opportunities, and risks. Track, analyze, and report on initiatives to ensure alignment with business strategies and objectives.

• Relationship & Partner Management – Build and maintain productive relationships with internal partners, including Personal Banking, Imperial Service, Specialized Advice, and other support teams. Coordinate to ensure consistent operational processes and share best practices for continuous improvement.

Who you are

• You have relevant experience. You can demonstrate a minimum of two years in financial services, with an understanding of channels, processes, products, technology, operations, and business controls. You bring strong project management and strategic business-planning skills.

• You’re influential. You know that relationships and networks are key to success, and you inspire outcomes by making yourself heard and building trust.

• You pay attention to detail. Your critical thinking skills help inform decision-making, and you quickly understand complex or evolving business needs.

• You’re a problem solver. You demonstrate strong problem-solving and decision-making skills, analyzing situations and developing solutions, often within tight timelines and diverse teams.

• You embrace change. You continuously evolve your thinking and approach to deliver your best, communicating effectively across all levels and establishing productive relationships across the organization.

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

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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 [email protected]

• 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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