Company: CIBC
Location: Toronto, ON
Expected salary:
Job date: Sat, 12 Jul 2025 07:41:30 GMT
Job description: 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 visitWhat you’ll be doingReporting directly to the Senior Director, Client Onboarding & Servicing Journey, Savings, Investing & Advice, you will have overall responsibility for the development and execution of iterative and sustainable, end-to-end, tax planning client journey interactions capabilities, from lead generation onboarding and servicing for CIBC Personal and Business Banking. The successful applicant will lead work involving multiple stakeholder groups within a matrix management structure. This includes developing client engagement strategy to deliver on the value proposition and drive meaningful engagement from strategic segments. Key responsibility will be to continually refine tax planning capability backlogs based on client and business benefit, as well as oversee cross functional working teams tasked with designing and delivering solutions.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 succeedExperience design & assessment – Lead efforts to identify and prioritize critical CIBC tax planning client interaction journeys (e.g. “How do I save for my goals tax efficiently?”, “How do I get tax planning advice?”, “Which clients can benefit from tax planning advice?”, etc.) based on client and business value. Manage efforts to design “current state” client interaction journeys and supporting processes to identify gaps and areas of opportunity. Facilitate design of and alignment on “future-state” client interaction journeys and supporting processes to deliver on client and business results. Effectively frame problems to be solved, define success criteria, align business stakeholders to outcomes and drive collaboration towards solutions.Capability prioritization, development & delivery – Develop prioritization frameworks that help to evaluate costs and benefits of proposed solutions. Coordinate synthesis of multiple data sources and research insights to inform and prioritize team efforts. Manage formulation and constant refinement of capability backlog to ensure efforts are focused on most valuable activities. Lead capability development through agile operating model, leveraging principles of lean validation, and driving collaboration through co-location. Oversee multi-disciplinary cross functional teams focused on designing and delivering capability improvements with measurable client value and aligned with business objectives (including but not limited to: offer presentment, digital enhancements, policy and process changes, strategic marketing activities, client treatment & lifecycle management). Drive development of pilot and proof-of-concept programs from concept through execution. Build strategic partnerships with external vendors to help augment our capabilities.Stakeholder management – Deliver presentations to senior executive leadership on tax planning client journeys, findings, proposals and outputs. Oversee the design and facilitation of interactive ideation sessions and workshops with CIBC staff and internal stakeholders as required. Partner with and lead cross functional teams (e.g. Process, Service Design, Marketing, ECICM, Digital, Sales Channels, Legal, etc.) to drive alignment and focus on relevant and impactful solutions. Partner with necessary stakeholders to facilitate hand-offs for scaled launch of successful concept capabilities across enterprise (where applicable). Identify and work to eliminate barriers and obstacles that slow or prevent the successful attainment of journey enablement capability delivery.Leadership & partner management – Support the Senior Director in providing regular direction, guidance, coaching, and motivation to the broader team, all while striving for peak performance. Collaborate and build ongoing partnerships with key partners across the Personal & Business Banking, Wealth Management, Marketing, Frontline Tools, Sales Channels, Digital Banking, Technology, Project Delivery and Operations. Act with urgency and remove roadblocks in order to keep pushing initiatives forward.Research and data analysis – Drive and oversee internal and external research, data analysis, and quantitative assessments to identify and evaluate potential key revenue opportunities and have a view on the relative impact of initiatives. Work across partners to collaboratively solve client journey gaps and seek deepening relationship opportunities through advice. Stay abreast of key trends, industry developments, client needs and regulatory changes.Reporting & governance – Manage and monitor progress against KPIs set for the segment and for each program in-flight. Continuously monitor post-project implementation to ensure scale is achieved. Present program / initiative status to governance committees.Who you areYou can demonstrate extensive experience in product management, strategic planning, and project management sufficient to identify, develop, and implement approved initiatives (experience preferably in financial services). You have strong analytical, problem-solving skills, excellent communication and presentation skills sufficient to prepare and present material to an executive audience.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.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.Values matter to you. You bring your real self to work and you live our values – trust, teamwork, and accountability.#LI-TAWhat 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 conditionsWhat 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 contactYou 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 81 Bay Street, 1st FloorEmployment Type RegularWeekly Hours 37.5Skills Analytical Thinking, Building Partnerships, Business Cases, Business Planning, Collaboration, Communication, Cross-Functional Teamwork, Customer Engagement, Leadership, Product Management, Project Management, Relationship Building, Strategic Objectives, Taking Initiative, Teamwork
CIBC is focused on building a relationship-oriented bank and seeks passionate professionals dedicated to client success. The organization values employee strengths and ambitions to empower impactful contributions.
The role involves overseeing the development and execution of tax planning client interactions, reporting to the Senior Director of Client Onboarding & Servicing. Responsibilities include designing client engagement strategies, managing multiple stakeholder collaborations, refining capability backlogs, and leading cross-functional teams to improve tax planning offerings. The successful candidate will also manage internal and external research to identify revenue opportunities and track progress against key performance indicators (KPIs).
Key qualifications include extensive experience in product and project management, strong analytical and communication skills, and a client-first mentality. CIBC offers a supportive environment with competitive compensation, benefits, and growth opportunities, committed to an inclusive workplace.
The ideal candidate should be legally eligible to work at the specified location, with potential assessments to evaluate capabilities. Job location is at 81 Bay Street, with regular employment and weekly hours of 37.5.
