Private Wealth Senior Learning Strategy Consultant

CIBC•Toronto, ON

8d•Hybrid

About The Position

The 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 help onboarding new to role to get them job ready and increase the skill sets of the Advisors and Associates/Assistants and other team roles to improve their effectiveness and efficiency. The Private Wealth Senior Learning Strategy Consultant will also lead and/or support the implementation of new training initiatives aligned with our business and support conferences and training requests which may require partnership with Practice Management.

Requirements

Undergraduate degree in business or economics, MBA is an asset
Successfully obtained the CFP, CIM or CFA accreditation or equivalent work experience.
Highly developed knowledge of the Private Banking and Wealth Management business
8 to 10 years of experience in the industry, providing you with awareness of business issues, processes, and outcomes as they impact Private Wealth Management and our clients.
Well-developed facilitation and presentations skills
Ability to prioritize effectively, both strategically and operationally.
Must be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.

Nice To Haves

MBA is an asset
English and French (is preferred)

Responsibilities

Provide leadership against Business priorities- Ensure business requirements are understood and implemented as per expectations.
Support a National onboarding training program to support the priority of talent acquisition across Canada and support training programs for Private Wealth teams which may include Wealth Advisors and Associates across Canada, and if needed Assistants and other roles to reinforce priorities to deepen client relationships and increase market share.
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 program participants.
Support learners and their leaders in both English and French (is preferred) with program expectations, learning curriculum, progress and coaching as required and provide in-person, virtual, conference calls and synchronous training as required to new and existing learners within Private Wealth.
Proactively and on an ongoing basis, identify opportunities for program enhancements, revamps and continuous improvements; and advocate for, propose and implement plans for delivering on these changes.
Keep current on all issues concerning CIRO regulations, industry changes and other education requirements.
Lead or participate in firm strategic initiatives and cross-functional projects, as required for the Advisory Programs.
Collaborate with Practice Management and other Training & Development teams to explore innovative methods for content delivery.
Operate with considerable independence to identify priorities and address policy and program implementation and customization requirements, in a fast-paced environment and on complex projects comprised of internal and external partners and vendors and fostering strong relationships.
Maintain current knowledge of the industry, Brokerage and Retail segments, and the complexities and characteristics of the business, requiring travel within Canada.

Benefits

Competitive salary
Incentive pay
Banking benefits
Benefits program
Defined benefit pension plan
Employee share purchase plan
Vacation offering
Wellbeing support
MomentMakers, our social, points-based recognition program
Purpose Day; a paid day off dedicated for you to use to invest in your growth and development