Vice-President, Connected Advice

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.

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

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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