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 (https://www.cibc.com/en/about-cibc.html) **What you’ll be doing** As an integral member of CIBC’s Savings, Investing and Advice Team, reporting to the Senior Director, Client Advice and Engagement, the Director, Client Advice will be responsible for designing and delivering market leading client and brand experiences for clients holding Savings and Investing Plans and Products. The Director is accountable for the planning, development and execution of tailored, direct-to-client advice strategies and tactics for Savings and Investing clients though their advice journey life cycles to enable profitable long-term client relationships. The Director will use their strong analytical & creative skills to identify opportunities, build partnerships across the organization, and have a deep 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 succeed** + **Strategy and planning** – Develop and execute a comprehensive strategy and roadmap to enhance client advice offerings, ensuring alignment with business objectives and client needs. Design and deliver direct-to-client communication and engagement strategies that provide both broad and tailored advice for clients to manage their savings and investments in different life stages and for different client segments. Contribute to long-term Advice and Engagement strategy and journey maps in collaboration with the Senior Director and other business leaders. Leverage data and insights to understand advice trends and client needs and identify specific areas of opportunities to create deep client relationships, build a trusted partnership, and enable long term profitability. Play a leading role in ideating and conceptualizing initiatives within CIBC’s advice ecosystem, securing partner buy in, and delivering compelling communications and tactics. Develop forward looking annual and multi-year plans and roadmaps to help meet business objectives. Conduct regular environment scans to keep abreast of internal and competitive advice offerings and help shape CIBC strategy. + **Stakeholder management** - Build and maintain strong relationships with stakeholders, ensuring alignment on strategic priorities and fostering collaboration to achieve business objectives. Act as a lead effectively communicate insights, managing expectations, and driving consensus across cross-functional teams and senior leadership. Take a leadership role in creating materials for various Management Committee / Executive Steerco meetings, prepare materials for reporting on Advice and Engagement progress, lead presentations during various Executive updates and successfully manage expectations with Executives and Senior audiences. + **Cross functional collaboration -** Build Partnerships and collaborate with key partners, product owners, advice experts, frontline, segments, and financial services agencies, to consult, leverage, and create new client centric savings and investing advice content for mass audiences based on client goals and needs. Engage with Digital, Marketing, Channels, Comms leads, Product Delivery, Analytics, Data, Technology, and Platform owners to assess and deliver new engagement features and programs for saving and investing clients (including maximizing new CRTeX/AJO capabilities. + **Leveraging analytics for strategy development:** Utilize advanced analytics and data-driven insights to identify opportunities that enhance client advice offerings and drive business growth. Translate complex data into actionable strategies, enabling personalized client solutions and informed decision-making to strengthen relationships and achieve strategic objectives in Personal Deposits and Personal & Business Banking. **Who you are** + **You have extensive 6 to 8 years of work experience** in Product Management within Financial Services and Investing, leading strategy, strategic planning, and partnerships sufficient to identify, develop, and implement approved initiatives. You can demonstrate strong problem-solving and communication skills, and financial acumen. + **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 act like an owner.** You thrive when you're empowered to take the lead, go above and beyond, and deliver results. + **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. \#LI-TA **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 Mailbox.careers-carrieres@cibc.com + 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 tests (such as simulation, coding, French proficiency, MS Office). 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 Location** Toronto-81 Bay, 25th Floor **Employment Type** Regular **Weekly Hours** 37.5 **Skills** Accountability, Business Cases, Business Strategy Development, Data Analytics, Investments, Portfolio Performance Measurement, Pricing Strategies, Product Management, Product Marketing, Project Management, Relationship Building, Roadmap Management, Segmentation Strategy At CIBC, we are in business to help our clients, employees and shareholders achieve what is important to them. Our ability to create value for all CIBC stakeholders is driven by a business culture based on common values: Trust, Teamwork and Accountability. Working with CIBC makes you a part of a work environment committed to our clients, employees and communities - a place where you can excel. Every day, our 44,000 employees help our clients achieve their financial goals, because what matters to our clients, matters to us.