Shape the future of finance as a Private Wealth Senior Learning Strategy Consultant with CIBC in Toronto. Drive the development of crucial advisory programs in a hybrid work setting.
This role focuses on enhancing the effectiveness and efficiency of Private Wealth Advisors and Associates at CIBC. You’ll be responsible for managing onboarding processes and supporting ongoing training initiatives. Your expertise in Learning Strategies, Financial Planning, and Team-oriented Learning will facilitate individual progress among participants. You will also spearhead content enhancements and support strategic projects within the organization.
Key Responsibilities:
• Manage execution of Private Wealth Advisory Programs for advisors
• Facilitate individualized learning support for diverse teams
• Lead program enhancements based on evolving business needs
• Participate in strategic initiatives across departments
• Maintain knowledge of industry changes and regulatory requirements
Requirements:
• Bachelor's degree in business or economics, MBA an asset
• 8-10 years in Private Wealth Management
• CFP, CIM, or CFA certification preferred
• Strong relationship-building and leadership abilities
• Willingness to travel for business purposes
Leverage your skills to make a significant impact in an inclusive culture at CIBC.
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