Sr. Consultant, Business Effectiveness & Business Intelligence
Top Benefits
About the role
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 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.
To learn more about CIBC, please visit CIBC.com
What You'll Be Doing As a Sr. Consultant, Business Effectiveness & Business Intelligence, you will be at the forefront of CIBC Private Wealth’s transformation journey, playing a critical role in business effectiveness and strategic enablement. You will have end-to-end ownership of our new Private Wealth Transformation Alignment Hub (TAH) and associated Partner Operating Model – designing, developing, implementing, and evolving this foundational platform to facilitate cross-functional collaboration, strategic alignment, and disciplined execution of business initiatives. In parallel, you will serve as a business intelligence advisor to leadership, delivering actionable insights that inform both our ongoing transformation and overall business direction. Leveraging data from a wide range of internal and external sources, you will monitor progress, surface opportunities for efficiency and growth, and proactively support strategic planning through market and industry research, business case development, and exploratory initiatives. This role requires a unique blend of technical acumen, analytical rigor, highly-developed interpersonal skills, and entrepreneurial drive – enabling you to tackle high-impact challenges and navigate ambiguity to deliver timely and actionably insights, and drive collaboration across a multiple teams.
At CIBC we enable the work environment most optimal for you to thrive in your role. Details on your work arrangement (proportion of on-site and remote work) will be discussed at the time of your interview. How You'll Succeed
- System Development, Implementation & Enablement – Design, develop, and deploy the Transformation Alignment Hub (TAH) using SharePoint and Microsoft’s Power Platform. Create and maintain a centralized repository of business initiatives, ensuring seamless integration with existing systems and processes. Develop workflows and automation to support initiative assessment, prioritization, approval, stakeholder updates/notifications, and change management efforts. Build user-friendly dashboards and reporting tools to provide real-time visibility into the status and progress of initiatives. Leverage the platform as a strategic enabler, providing the guardrails for effective operating model execution and alignment with business priorities. Lead ongoing system evolution by addressing emerging needs, implementing enhancements, and ensuring scalability, while empowering users through targeted training and clear documentation to maximize adoption and impact.
- Cross-functional Collaboration & Partnerships – Collaborate with cross-functional teams in the CAO, Marketing, Finance, Technology, HR and other Lines of Business to formalize our Transformation Alignment Operating Model, which includes their TAH partition. Partner with initiative owners to effectively connect their systems and processes to the TAH. Build and maintain strong relationships with key users and stakeholders ensuring their needs are met and fostering trust. Act as a strategic partner and consultant, proactively identifying opportunities for synergies, efficiencies, and enhanced collaboration across teams to drive transformation effectiveness and organizational success.
- Business Intelligence, Insights & Reporting – Develop and maintain robust reporting and analytics capabilities to surface actionable insights that drive business effectiveness. Leverage data from the Transformation Alignment Hub (TAH) and other sources to monitor KPIs aligned with our strategy and transformation roadmap. Enable data-driven decision making through precise and timely business intelligence insights.
- Strategic Analysis, Opportunity Assessment & Advisory Support – Provide strategic analysis and business intelligence support for exploratory and high-impact initiatives, including benefits estimation, alignment assessments, and road mapping. Conduct market research, competitive intelligence, and SWOT analyses to identify growth opportunities and inform strategic planning. Deliver ad hoc analytics and business support based on leadership needs.
Who You Are
- You can demonstrate 8-10 years of financial industry experience preferred and a Bachelor’s degree in Finance, Business Administration, Engineering, Economics, or a related field (Master’s degree or MBA preferred). You have a strong understanding of financial, client and operational data with ability to interpret complex information, identify patterns and trends. Relevant certifications such as CFA, CFP, or CIM are an asset
- You are technically proficient. You bring hands-on expertise with Microsoft’s Power Platform (Power Apps, Power Automate, Power BI), as well as other key analytical and reporting tools such as Alteryx, Tableau, and advanced Excel. You are comfortable designing, building, and optimizing digital solutions that enable business transformation
- Your influence makes an impact. You know that relationships and networks are essential to success. You inspire outcomes by making yourself heard. You have highly evolved relationship building skills to develop and maintain professional networks and alliances to amplify impact within a matrix organization
- You are curious and entrepreneurial. You have a natural curiosity to explore new ideas, challenge the status quo, self-learn, and seek out innovative solutions. You thrive in dynamic, fast-paced environments and are energized by ambiguity, proactively identifying opportunities to add value and drive progress.
- You are an exceptional communicator. You distill complex, conceptual, or technical information into clear, concise messages tailored to a variety of audiences. You excel at written, verbal, and visual communication, facilitating understanding, building alignment, and inspiring confidence across all levels of the organization
- You are a problem solver and strategic thinker. You demonstrate strong problem-solving skills and approach challenges with structured thinking. You connect the dots between disparate information, are able to quickly grab business context in ambiguous situations, and can organize work effectively to drive practical, business-driven solutions
- Values matter to you. You bring your real self to work and you live our values - trust, teamwork, and accountability.
What CIBC Offers At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck.
- We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, defined benefit pension plan*, an employee share purchase plan, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.
- Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.
- We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.
- Subject to plan and program terms and conditions
What You Need To Know
- 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. If you need accommodation, please contact Mailbox.careers-carrieres@cibc.com
- You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.
- We may ask you to complete an attribute-based assessment and other skills tests (such as simulation, coding, French proficiency, MS Office). Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us.
Job Location Toronto-81 Bay, 12th Floor
Employment Type Regular
Weekly Hours 37.5
Skills Analytical Thinking, Client Service, Coaching, Customer Experience (CX), Long Term Planning, Personal Initiative, Stakeholder Relationship Management, Team Consulting, Work Collaboratively
About CIBC
CIBC is here to help all our clients reach their goals.
We know the importance of reliable financial products and services, and we’re dedicated to providing them in a way that lets you bank however you want, whenever you want.
With innovative tools designed around your priorities and a team fully focused on your success, you’ll get the insights you need to get even closer to achieving your goals.
This culture of innovation and shared values of trust, teamwork and accountability are why we’ve been named a top employer in Canada. They’re also why a career at CIBC is more than a job—it’s an opportunity to grow and work alongside some of the brightest in Canada.
La Banque CIBC est là pour aider tous nos clients à atteindre leurs objectifs.
Nous connaissons l'importance de produits et services financiers fiables, et nous nous engageons à les fournir d'une manière qui vous permette d'effectuer vos opérations bancaires comme vous le souhaitez, quand vous le souhaitez.
Avec des outils innovants conçus autour de vos priorités et une équipe entièrement centrée sur votre réussite, vous obtiendrez les informations dont vous avez besoin pour vous rapprocher encore plus de vos objectifs.
Cette culture de l'innovation et les valeurs partagées de confiance, de travail d'équipe et de responsabilité sont la raison pour laquelle nous avons été nommés l'un des meilleurs employeurs au Canada. C'est aussi pourquoi une carrière à la Banque CIBC est plus qu'un emploi : c'est une occasion de grandir et de travailler aux côtés de certaines des personnes plus brillantes au Canada.
Sr. Consultant, Business Effectiveness & Business Intelligence
Top Benefits
About the role
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 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.
To learn more about CIBC, please visit CIBC.com
What You'll Be Doing As a Sr. Consultant, Business Effectiveness & Business Intelligence, you will be at the forefront of CIBC Private Wealth’s transformation journey, playing a critical role in business effectiveness and strategic enablement. You will have end-to-end ownership of our new Private Wealth Transformation Alignment Hub (TAH) and associated Partner Operating Model – designing, developing, implementing, and evolving this foundational platform to facilitate cross-functional collaboration, strategic alignment, and disciplined execution of business initiatives. In parallel, you will serve as a business intelligence advisor to leadership, delivering actionable insights that inform both our ongoing transformation and overall business direction. Leveraging data from a wide range of internal and external sources, you will monitor progress, surface opportunities for efficiency and growth, and proactively support strategic planning through market and industry research, business case development, and exploratory initiatives. This role requires a unique blend of technical acumen, analytical rigor, highly-developed interpersonal skills, and entrepreneurial drive – enabling you to tackle high-impact challenges and navigate ambiguity to deliver timely and actionably insights, and drive collaboration across a multiple teams.
At CIBC we enable the work environment most optimal for you to thrive in your role. Details on your work arrangement (proportion of on-site and remote work) will be discussed at the time of your interview. How You'll Succeed
- System Development, Implementation & Enablement – Design, develop, and deploy the Transformation Alignment Hub (TAH) using SharePoint and Microsoft’s Power Platform. Create and maintain a centralized repository of business initiatives, ensuring seamless integration with existing systems and processes. Develop workflows and automation to support initiative assessment, prioritization, approval, stakeholder updates/notifications, and change management efforts. Build user-friendly dashboards and reporting tools to provide real-time visibility into the status and progress of initiatives. Leverage the platform as a strategic enabler, providing the guardrails for effective operating model execution and alignment with business priorities. Lead ongoing system evolution by addressing emerging needs, implementing enhancements, and ensuring scalability, while empowering users through targeted training and clear documentation to maximize adoption and impact.
- Cross-functional Collaboration & Partnerships – Collaborate with cross-functional teams in the CAO, Marketing, Finance, Technology, HR and other Lines of Business to formalize our Transformation Alignment Operating Model, which includes their TAH partition. Partner with initiative owners to effectively connect their systems and processes to the TAH. Build and maintain strong relationships with key users and stakeholders ensuring their needs are met and fostering trust. Act as a strategic partner and consultant, proactively identifying opportunities for synergies, efficiencies, and enhanced collaboration across teams to drive transformation effectiveness and organizational success.
- Business Intelligence, Insights & Reporting – Develop and maintain robust reporting and analytics capabilities to surface actionable insights that drive business effectiveness. Leverage data from the Transformation Alignment Hub (TAH) and other sources to monitor KPIs aligned with our strategy and transformation roadmap. Enable data-driven decision making through precise and timely business intelligence insights.
- Strategic Analysis, Opportunity Assessment & Advisory Support – Provide strategic analysis and business intelligence support for exploratory and high-impact initiatives, including benefits estimation, alignment assessments, and road mapping. Conduct market research, competitive intelligence, and SWOT analyses to identify growth opportunities and inform strategic planning. Deliver ad hoc analytics and business support based on leadership needs.
Who You Are
- You can demonstrate 8-10 years of financial industry experience preferred and a Bachelor’s degree in Finance, Business Administration, Engineering, Economics, or a related field (Master’s degree or MBA preferred). You have a strong understanding of financial, client and operational data with ability to interpret complex information, identify patterns and trends. Relevant certifications such as CFA, CFP, or CIM are an asset
- You are technically proficient. You bring hands-on expertise with Microsoft’s Power Platform (Power Apps, Power Automate, Power BI), as well as other key analytical and reporting tools such as Alteryx, Tableau, and advanced Excel. You are comfortable designing, building, and optimizing digital solutions that enable business transformation
- Your influence makes an impact. You know that relationships and networks are essential to success. You inspire outcomes by making yourself heard. You have highly evolved relationship building skills to develop and maintain professional networks and alliances to amplify impact within a matrix organization
- You are curious and entrepreneurial. You have a natural curiosity to explore new ideas, challenge the status quo, self-learn, and seek out innovative solutions. You thrive in dynamic, fast-paced environments and are energized by ambiguity, proactively identifying opportunities to add value and drive progress.
- You are an exceptional communicator. You distill complex, conceptual, or technical information into clear, concise messages tailored to a variety of audiences. You excel at written, verbal, and visual communication, facilitating understanding, building alignment, and inspiring confidence across all levels of the organization
- You are a problem solver and strategic thinker. You demonstrate strong problem-solving skills and approach challenges with structured thinking. You connect the dots between disparate information, are able to quickly grab business context in ambiguous situations, and can organize work effectively to drive practical, business-driven solutions
- Values matter to you. You bring your real self to work and you live our values - trust, teamwork, and accountability.
What CIBC Offers At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck.
- We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, defined benefit pension plan*, an employee share purchase plan, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.
- Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.
- We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.
- Subject to plan and program terms and conditions
What You Need To Know
- 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. If you need accommodation, please contact Mailbox.careers-carrieres@cibc.com
- You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.
- We may ask you to complete an attribute-based assessment and other skills tests (such as simulation, coding, French proficiency, MS Office). Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us.
Job Location Toronto-81 Bay, 12th Floor
Employment Type Regular
Weekly Hours 37.5
Skills Analytical Thinking, Client Service, Coaching, Customer Experience (CX), Long Term Planning, Personal Initiative, Stakeholder Relationship Management, Team Consulting, Work Collaboratively
About CIBC
CIBC is here to help all our clients reach their goals.
We know the importance of reliable financial products and services, and we’re dedicated to providing them in a way that lets you bank however you want, whenever you want.
With innovative tools designed around your priorities and a team fully focused on your success, you’ll get the insights you need to get even closer to achieving your goals.
This culture of innovation and shared values of trust, teamwork and accountability are why we’ve been named a top employer in Canada. They’re also why a career at CIBC is more than a job—it’s an opportunity to grow and work alongside some of the brightest in Canada.
La Banque CIBC est là pour aider tous nos clients à atteindre leurs objectifs.
Nous connaissons l'importance de produits et services financiers fiables, et nous nous engageons à les fournir d'une manière qui vous permette d'effectuer vos opérations bancaires comme vous le souhaitez, quand vous le souhaitez.
Avec des outils innovants conçus autour de vos priorités et une équipe entièrement centrée sur votre réussite, vous obtiendrez les informations dont vous avez besoin pour vous rapprocher encore plus de vos objectifs.
Cette culture de l'innovation et les valeurs partagées de confiance, de travail d'équipe et de responsabilité sont la raison pour laquelle nous avons été nommés l'un des meilleurs employeurs au Canada. C'est aussi pourquoi une carrière à la Banque CIBC est plus qu'un emploi : c'est une occasion de grandir et de travailler aux côtés de certaines des personnes plus brillantes au Canada.