Optimize CIBC advice and investing platforms using financial planning expertise, market knowledge, and actionable client insights in a hybrid Toronto arrangement.
As an Advice and Investing Platform Specialist, you will support platform evolution within a cross-functional agile squad. You will interpret client and market data, model financial outcomes, and recommend enhancements for planning and investing platforms. Your work supports client and business outcomes.
Key Responsibilities: Support end-to-end implementation as a platform subject matter expert
Analyze information and report on platform performance and efficiency
Prepare forecasts and contribute to business strategies
Gather requirements and refine user stories and acceptance criteria
Monitor consumer, technology,



and regulatory developments
Requirements: Experience in financial planning and understanding of financial markets
Knowledge of stocks, options, fixed income, and mutual funds
Proficiency in Jira, Confluence, and agile work management tools
Ability to build relationships and influence organizational alignment
Critical thinking, sound judgment, and explicit communication skills
Bring platform management, financial planning, and stakeholder collaboration expertise to advance CIBC investing experiences in Toronto.

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📌 Advice and Investing Platform Specialist (Ontario)
🏢 CIBC
📍 Ontario