Senior Consultant, Client Advice

OverviewWe’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.comWhat You’ll Be DoingAs a member of the Savings, Investing and Advice Team, the role of the Senior Consultant, Client Advice and Engagement is to design and deliver market leading client and brand experiences. Reporting to the Senior Director, this role is accountable for supporting the development and implementation of direct-to-client advice and engagement strategies and initiatives through client lifecycle journeys to deepen client relationships, increase Savings & Investing penetration, and maximize retention. The successful incumbent will have strong analytic, communication, and problem-solving skills to assess and implement opportunities, be adept at building cross-functional partnerships across the organization, and have a good understanding of the savings and investing portfolios. 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 - 2 days per week on-site, while other days will be remote. How You’ll SucceedUnderstand advice & investing space – Lead investigations, research, frontline surveys, and competitive reviews to develop a deep understanding of our clients’ needs and goals pertaining to advice & investing and inform how we adapt and enhance our existing content and approach, or bring new solutions forward to engage, franchise, and retain clients.Build partnerships – Proactively collaborate and consult with key partners, product owners, subject matter experts, and stakeholders to support the strategic roadmap and leverage or create new client-centric savings and investing advice content and engagement tactics.Strategy development and execution – Support development of the Advice and Engagement strategies and building client wealth and engagement lifecycle journey maps. Help scope and size opportunities that enable buy-in and alignment from partners and executive leadership. Adopt an agile approach to deliver direct-to-client advice and engagement tactics in client’s preferred channels that drive desired client behaviour.Reporting & governance – Monitor and measure progress against KPIs set for the segment and initiative. Track post-initiative implementation and performance and recommend actions for continuous improvement.Data insights and market trends – Propose and leverage data analysis to identify and evaluate potential gaps and opportunities, stay abreast of key trends, industry developments, client needs and regulatory changes. Interpret data and trends to help drive strategy development Who You AreYou can demonstrate experience of 5 to 7 years in product management, financial services or business strategy, sufficient to identify, develop, and implement approved initiatives. You have strong problem-solving and communication skills, and financial acumen.You have powerful delivery skills. Demonstrated experience in leading and implementing large, complex initiatives in an agile approach and matrixed organization.You act like an owner. You thrive when you're empowered to take initiative, go above and beyond, and deliver results.You give meaning to data. You enjoy investigating complex problems, and making sense of information. You're confident in your ability to communicate detailed information in an impactful way.Your influence makes an impact. You know that relationships and networks are essential to success. You inspire outcomes by making yourself heard.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 embrace and champion change. You'll continuously evolve your thinking and the way you work in order to deliver your best.Values matter to you. You bring your real self to work and you live our values - trust, teamwork, and accountability. What 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 What You Need To KnowCIBC 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 Mailbox.careers-carrieres@cibc.comCIBC 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 LocationToronto-81 Bay, 25th Floor Employment TypeRegular Weekly Hours37.5 SkillsAnalytical Thinking, Collaborating, Communication, Data Insights, Problem Solving, Product Management, Strategic Influence, Strategy Execution, Teamwork #J-18808-Ljbffr