Director, Distribution Strategy & Financial Management at CIBC | CA | Rezi

Director, Distribution Strategy & Financial Management at CIBC

Director, Distribution Strategy & Financial Management

CIBC · CA

Yesterday

Director, Distribution Strategy & Financial Management

CIBC · CA

2 days ago
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About the Role

As a key member of the Distribution Strategy team for Personal Banking and Imperial Service, you’ll help shape the strategy and priorities for CIBC’s banking centre and advisor channels. You will lead high-priority strategic and financial management work that supports growth, productivity, and stronger client and advisor experiences. This role connects channel strategy with portfolio-level insights and investment decisions, identifies opportunities, and develops data-driven recommendations for senior leaders.

Responsibilities

  • Lead the development and evolution of strategies for CIBC’s banking centre and advisor channels.
  • Connect client, market, operational, and financial insights to identify growth and productivity opportunities, establish strategic priorities, and inform multi-year roadmaps.
  • Lead rigorous financial and quantitative assessments of priority initiatives.
  • Apply consistent methodologies, assumptions, tools, and benchmarks to evaluate expected benefits, test the reasonableness of estimates, and strengthen the quality and credibility of investment decisions.
  • Establish an integrated view of the Banking Centre Distribution & Mass Affluent portfolio, including expected and realized benefits, efficiencies, capacity, key performance indicators, and strategic outcomes.
  • Translate portfolio-level insights into recommendations that support prioritization, sequencing, and resourcing decisions.
  • Partner effectively with Crew Leads, Product Owners, Squads, Finance, Technology, and other Centres of Excellence.
  • Provide strategic and financial expertise, constructive challenge, and decision support while maintaining clear accountabilities across teams.
  • Synthesize complex financial, strategic, and operational information into clear, compelling narratives.
  • Develop executive materials that articulate the opportunity, supporting evidence, options, trade-offs, recommendations, and expected impact.
  • Provide thought leadership across strategic and financial management priorities.
  • Help strengthen the Centre of Excellence’s capabilities, ways of working, and shared knowledge.

Requirements

  • Bring 6 to 9 years of experience in strategy, management consulting, financial management, corporate development, or a related field, ideally within financial services.
  • Have a strong track record of developing strategies, assessing complex opportunities, and translating analysis into measurable business outcomes.
  • Have a degree in business, finance, economics, or a related field.
  • Enjoy investigating complex and ambiguous problems, bringing structure and clarity to uncertainty, and transforming insights into practical recommendations.
  • Can develop and assess financial models, test assumptions, and evaluate the benefits, costs, risks, and trade-offs associated with investment decisions.
  • Can navigate a complex matrix organization, understand different stakeholder perspectives, and build alignment across senior leaders and cross-functional partners.
  • Influence outcomes with confidence, sound judgment, and strong communication.
  • Have experience developing and implementing strategic team goals.
  • Have experience coaching employees and inspiring successful team performance.
  • Have advanced proficiency in PowerPoint and Excel and can develop high-quality executive materials and robust financial and analytical models.
  • Bring high standards, genuine care to your relationships, and want to grow with an employer that shares your values and brings out your best.
  • Be legally eligible to work at the location(s) specified.
  • May be asked to complete an attribute-based assessment and other skills test.

Skills

  • Analytical Thinking
  • Analytics
  • Benefits Strategy
  • Business Effectiveness
  • Business Processes
  • Business Storytelling
  • Client Strategy
  • Communication
  • Critical Thinking
  • Customer Experience (CX)
  • Data Storytelling
  • Digital Storytelling
  • Financial Products
  • Leadership
  • Long Term Planning
  • Portfolio Governance
  • Portfolio Management
  • Portfolio Monitoring
  • Portfolio Optimization
  • Portfolio Reporting
  • Presentation Storytelling
  • Project Management
  • Quantitative Analysis
  • Strategic Objectives
  • Data Visualization
  • Artificial Intelligence-enabled productivity tools

Location

  • Toronto

Work Type

  • Hybrid
  • Regular
  • Full-time

Experience Level

  • 6-9 years

Education Level

  • Degree in business, finance, economics, or a related field
  • MBA, CFA, CPA, or other relevant advanced degree or professional designation is an asset

Benefits

  • Competitive salary
  • Incentive pay
  • Banking benefits
  • Benefits program
  • Defined benefit pension plan
  • Employee share purchase plan
  • Vacation offering
  • Wellbeing support
  • MomentMakers recognition program
  • Purpose Day (paid day off for growth and development)

About the Company

  • CIBC is building a relationship-oriented bank for the modern world.
  • At CIBC, we embrace your strengths and your ambitions, so you are empowered at work.
  • Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute.
  • The Distribution Strategy team supports the Banking Centre Distribution & Mass Affluent domain and is part of the Portfolio Value & Financial Management Centre of Excellence.

Equal Opportunity

  • CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong.
  • We seek applicants with a wide range of abilities and we provide an accessible candidate experience.
  • We use artificial intelligence tools during the recruitment process.