Product And Client Solutions Specialist

We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered  team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute.

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What you’ll be doing  Reporting to the Chapter Lead, the Product & Client Solutions Specialist will be responsible for identifying and advancing opportunities to optimize revenue, performance, and client experience for the Savings and Investing Advice team. Success in this role requires the ability to interpret portfolio data and external competitive trends, extract actionable insights, model financials, and recommend improvements to portfolio performance.

The candidate will build and maintain strong internal relationships across the organization, using negotiation and influencing skills to support alignment and drive outcomes. Financial planning experience will be an asset. Ability to work in a complex, agile, fast-paced, high energy, and fulfilling environment. At CIBC we enable the work environment most optimal for you to thrive in your role. You’ll have the flexibility to manage your work activities within a hybrid work arrangement where you’ll spend 1-3 days per week on-site, while other days will be remote.
How you’ll succeed   Strategy & planning - Prepare forecasts, contribute to business strategies, and collaborate with internal product and channel partners to support alignment of business plans and delivery.
Product management - Apply strong knowledge and experience in product development, product management, client engagement, P&L management, client journeys, process improvements, product systems, and project delivery to assess, recommend, and implement offers and initiatives.
Thrive in ambiguity and uncertainty - Navigate complex and evolving environments with confidence, applying critical thinking and sound judgment to make informed decisions even when information is incomplete.
Campaign management - Develop, recommend, and execute promotional offers or tactics that support sales and balance growth against financial targets. Manage client targeting strategies, offer eligibility, fulfillment processes, go-to-market plans, and campaign performance.
Analytical - Analyze and interpret complex information, identify patterns and trends in new or strategic areas, and develop recommendations to respond to business priorities. Prepare and deliver reporting on performance and profitability.
Competitive insights - Monitor the market and competitive environment (consumer, technology, regulatory) and translate findings into insights and recommendations that support portfolio growth and evolve our products, offers, and pricing.
Relationship management - Support business objectives and delivery milestones by building and managing effective relationships with internal and external partners, including control partners, other lines of business, partners, and vendors.
Who you are   You can demonstrate experience in business planning, business model development, and pricing best practices (3-5 years).
You also have strong knowledge of Deposits, Term, and Investing products.
You have strategic planning skills sufficient to coordinate complex assignments and projects that may be ambiguous in nature.
Your influence makes a difference.
You know that relationships and networks are essential to success.
You inspire outcomes by sharing your expertise.
You’re motivated by collective success.
You know that teamwork can transform a good idea into a great one.
You know that an inclusive team that enjoys working…