Advice And Investing Platform Specialist (Winnipeg)

Advice And Investing Platform Specialist (Winnipeg)

06 Nov
|
Canadian Imperial Bank of Commerce (Canada)
|
Winnipeg

06 Nov

Canadian Imperial Bank of Commerce (Canada)

Winnipeg

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 expertAnalyze information and report on platform performance and efficiencyPrepare forecasts and contribute to business strategiesGather requirements and refine user stories and acceptance criteriaMonitor consumer, technology,



and regulatory developmentsRequirements:
Experience in financial planning and understanding of financial marketsKnowledge of stocks, options, fixed income, and mutual fundsProficiency in Jira, Confluence, and agile work management toolsAbility to build relationships and influence organizational alignmentCritical thinking, sound judgment, and explicit communication skillsBring platform management, financial planning, and stakeholder collaboration expertise to advance CIBC investing experiences in Toronto.
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📌 Advice And Investing Platform Specialist (Winnipeg)
🏢 Canadian Imperial Bank of Commerce (Canada)
📍 Winnipeg

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