Private Wealth Senior Learning Strategy Consultant

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 the Private Wealth Senior Learning Strategy Consultant, you will play a pivotal role in shaping the professional development and onboarding experience for our Private Wealth teams. You will lead the initiation, execution, and facilitation of dynamic Advisory Programs, providing personalized coaching and guidance to participants. Collaborating with Private Banking, Wood Gundy, CIBC Private Investment Counsel, Wealth Planning, and Insurance, Trust & Estate Planning teams, you will ensure new hires are equipped for success and continuously enhance the skills of Advisors, Associates, Assistants, and other team members to drive effectiveness and efficiency. In addition, you will manage and facilitatetraining initiatives tailored to business needs, support conferences and training requests, and partner with other teams to deliver impactful learning solutions across Private Wealth.

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 1-3 days per week on-site, while other days will be remote.

The expected annualized base salary range for this role is $92,490 to $127,200.

The base salary is determined by a variety of factors, including the candidate’s skills, experience, and job-related knowledge, as well as geographic location and specific business needs. Our compensation philosophy supports ongoing growth and development, enabling progression within the salary range as team members advance in their roles.

In addition to base pay, compensation for this role includes participation in an annual discretionary incentive or bonus program.

We are committed to providing fair, equitable, and competitive compensation opportunities for all employees and we encourage open conversations about compensation throughout the recruitment process.

How You’ll Succeed

• Drive Leadership Excellence: Deliver national onboarding training programs aligning to business priorities for Private Wealth teams - including Wealth Advisors, Associates, and other key roles to deepen client relationships and expand market share across Canada. You will be responsible for the efficient implementation evaluation, ongoing enhancement, and maintenance of Advisory Programs, adapting to evolving business needs and regulatory changes.

• Empower Learners Through Facilitation and Coaching: Provide personalized support to program participants and their leaders, guiding them through program expectations, learning curricula, progress tracking, and targeted coaching. Deliver training in various formats including in-person, virtual, and synchronous sessions to meet the needs of new and experienced team members. Continuously identify and implement opportunities for program innovation and improvement, staying ahead of industry and regulatory developments to ensure learning solutions remain relevant and effective.

• Collaborate on Strategic Initiatives and Cross-Functional Projects: Leverage your expertise in training program management to lead and participate in firm-wide strategic initiatives and cross-functional projects. Work closely with Practice Management and Training & Development teams to develop and deliver innovative content, emphasizing your ability to prioritize and execute both strategic and operational objectives.

• Demonstrate Business Acumen: Operate with a high degree of independence to identify priorities, address policy and program customization, and manage complex projects involving internal and external partners. Build and nurture strong relationships withinthe organization, and stay current with industry trends, brokerage and retail segments, and the unique characteristics of the business. This role may require travel across Canada to support program delivery and stakeholder engagement.

Who You Are

• You’re a certified professional.You hold an undergraduate degree in business, economics, or a related field along with the CFP, CIM, or CFA accreditation or have equivalent experience that demonstrates your depth of expertise; an MBA is an asset.

• You bring deep industry insight. With 8 to 10 years of combined experience in Private Banking and Wealth Management, you have a comprehensive understanding of business issues, processes, and outcomes that shape Private Wealth Management and drive client success.

• You are a champion of change and innovation. Your advanced facilitation and presentation skills enable you to lead learning initiatives, adapt to new challenges, and continuously improve your approach. You build strong relationships and networks, inspiring others and driving positive outcomes through your expertise and collaborative spirit.

• You are client-centric. You consistently act with purpose and integrity, seeking the best solutions for clients and going above and beyond to deliver exceptional service.

• 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

• 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.

Job Location

Toronto-81 Bay, 12th Floor

Employment Type

Regular

Weekly Hours

37.5

Skills

Coaching, Comprehensive Wealth Management, Financial Acumen, Financial Planning, Learning Strategies, Multitasking, Onsite Training, Private Banking, Retail Brokerage, Skill Development, Talent Development, Team Training, Time Prioritization, Training Course Development, Wealth Management