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 transparent communication skills

Bring platform management, financial planning, and stakeholder collaboration expertise to advance CIBC investing experiences in Toronto.

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