Business Application Specialist
Description
The Business Application Specialist manages and delivers Private Wealth Management Advisory Programs, coaches participants, and supports various CIBC teams (Private Banking, Wood Gundy, CIBC Private Investment Counsel, Wealth Planning, Insurance, Trust and Estate Planning) to improve advisor and associate skills and sales effectiveness. This role also involves leading or assisting in implementing new training initiatives aligned with business objectives.
What We're Looking For
Ensure business requirements for advisory programs are understood and implemented.
Lead a National onboarding training program for talent acquisition across Canada.
Support training programs for Wealth Advisors and Associates to deepen client relationships and market share.
Accountable for timely implementation, delivery, evaluation, maintenance, and enhancement of Advisory Programs.
Facilitate Advisory Programs and provide individualized learning support to participants and their leaders.
Deliver facilitation, virtual, conference calls, and synchronous training.
Proactively identify opportunities for program enhancements and implement changes.
Maintain current knowledge of IIROC regulations and other education requirements.
Lead or participate in firm strategic initiatives and cross-functional projects.
Ideal Candidate
Undergraduate degree in business or economics.
MBA is an asset.
Successfully obtained CFP, CIM or CFA accreditation.
Highly developed knowledge of the wealth management business.
8 to 10 years of experience in the industry.
Minimum of 2 years of Full Service Brokerage experience.
Minimum Education
Bachelor's Degree
Hard Skills
Soft Skills
Work Hours
37.5 hours/week
Benefits
Special Commitments
Requires frequent travel within Canada
About the Company
Canadian Imperial Bank of Commerce (CIBC)
CIBC is a leading North American financial institution with 14 million personal banking, business, public sector, and institutional clients. It offers a full range of advice, solutions, and services through its leading digital banking network and locations across Canada, the U.S., and around the world.
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