What You’ll Be DoingThe Private Wealth Senior Learning Strategy Consultant is responsible for managing the initiation, execution and facilitation of Private Wealth Advisory Programs, and providing coaching support to program participants. The focus is to work with Private Banking, Wood Gundy, CIBC Private Investment Counsel, the Wealth Planning group and the Insurance, Trust and Estate Planning teams to onboard recent members, get them job‑ready and increase the skill sets of Advisors, Associates/Assistants and other team roles to improve their effectiveness and efficiency.Lead or support the implementation of new training initiatives aligned with business needs.Assist the national onboarding training program to support talent acquisition across Canada.Be accountable for the timely implementation, delivery, evaluation, maintenance and ongoing enhancement of Advisory Programs in accordance with evolving business needs and regulatory changes.Facilitate Advisory Programs and provide individualized learning support to participants via in‑person, virtual, conference calls and synchronous training.Identify opportunities for program enhancements, revamps and continuous improvements.Stay current on CIRO regulations, industry changes and other education requirements.Lead or participate in firm strategic initiatives and cross‑functional projects, collaborating with Practice Management and other Training & Development teams to explore innovative methods for content delivery.Demontrate business acumen, independence and ability to prioritize strategically and operationally.Maintain current knowledge of the industry, brokerage and retail segments and the complexities of the business.Travel within Canada as required.How You’ll SucceedProvide leadership against Business priorities,



ensure business requirements are understood and implemented as expected, and collaborate with Practice Management and other Training & Development teams to explore innovative content delivery methods. Prioritize effectively, address policy and program implementation and customization requirements, and foster strong relationships.Who You AreYou’re a certified professional with an undergraduate degree in business or economics; an MBA is an asset. Youhave successfully obtained the CFP, CIM or CFA accreditation or equivalent work experience and possess 8‑10years of experience in the private banking and wealth management industry. You have a highly developed knowledge of the private banking and wealth management business and possess strong facilitation and presentation skills.What CIBC OffersCompetitive base salary ranging from $92,490 to $127,200, with opportunities for progression.Participation in an annual discretionary incentive or bonus program.Banking benefits, a benefits program*, a defined benefit pension plan*, an employee share purchase plan, a vacation offering, wellbeing support.MomentMakers, a social, points‑based recognition program.CIBC’s Commitment to InclusionCIBC is committed to creating an inclusive environment where all team members and clients feel that they belong. All applicants are welcome and accommodations are provided upon request. CIBC is legally compliant with work‑eligibility requirements and may use assessment tests as part of the hiring process. Artificial intelligence tools are employed during recruitment to enhance the experience.Job InformationJob Location: Toronto‑81Bay, 12thFloorEmployment Type: RegularWeekly Hours: 37.5Key Skills: Coaching, Comprehensive Wealth Management, Financial Planning, Learning Strategies, Multitasking, Training Course Development, Wealth Management.#J-18808-Ljbffr

📌 Private Wealth Senior Learning Strategy Consultant - C$92,490 - C$127,200 A Year (Winnipeg)
🏢 CIBC
📍 Winnipeg