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 clear 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 in Toronto employer: Canadian Imperial Bank of Commerce (Canada)
Canadian Imperial Bank of Commerce (CIBC) fosters a relationship-oriented work culture that empowers employees to make meaningful impacts. The bank emphasizes professional growth through leadership opportunities and a supportive environment, encouraging team members to excel in their roles. With a commitment to client service and community engagement, CIBC offers a dynamic workplace for those passionate about banking.
Contact Details:
Canadian Imperial Bank of Commerce (Canada) Recruitment Team
