102 Strategy Consultant jobs in Canada

STFRES
101 Davenport Road
Toronto, ON M5R3P1, CAN

Eligibility: Open to any qualified candidate

JOB PURPOSE

Supports CNO’s senior leadership team, board of directors and committees in developing, coordinating, and implementing strategic projects, initiatives and evidence informed strategic plans by leveraging knowledge, skills, and experience to promote safe nursing practice, while considering emerging trends and opportunities for innovation.

KEY RESPONSIBILITIES

• Consults partners/parties across the organization to develop and implement project plans (including scope, accountabilities, milestones, deliverables, risks, and mitigation strategies, change management, and evaluation) that support regulatory operations and strategic direction; establishes and facilitates cross-functional teams for initiatives; manages and reports on progress, budgets, results, and lessons learned.
• Acts as an expert resource which can include “project lead” in the areas of professional regulation, governance, and relevant projects and initiatives.
• Engages and be informed by various external partners/parties including government, regulators in Ontario and other jurisdictions and other partners in the system to ensure projects and initiatives are aligned with CNO’s Strategic Plan, key performance indicators and risk-based regulation.
• Identifies and analyses trends and best practices, and their applicability to CNO.
• Writes evidence-informed briefing materials for CNO’s senior leadership team, board of directors and committees with analysis and options including incorporating evidence and perspectives from partners/parties to support their decision-making.

REQUIRED QUALIFICATIONS

Education and Experience

• Completion of a graduate degree in Public Administration, Nursing, Public Policy and/or Business Administration.
• Minimum 5 years work experience in a similar role.
• Experience developing and monitoring complex initiatives and work plans.

Consistently demonstrate CNO’s Staff Core Competencies:

• Innovation – Curiously cultivate new ideas with a desire to learn and a collective focus on the best outcome.
• Integrity – Conduct every interaction with fairness, honesty, and mutual respect.
• Collaboration – Work with the right people at the right time to make the best-informed decision.
• Well-being – Care for the physical, mental, spiritual, and emotional needs of ourselves and others.

Problem Solving – Utilizes knowledge of research methodologies, principles and practices and leverages in-depth knowledge of legislation, regulation and by-laws, the regulatory landscape (provincial, national, international), and the broader healthcare environment (e.g., trends and issues) to use data driven and evidence-informed analysis in promoting safe nursing practice; identifies and analyzes key issues and trends, interprets data and provides options and solutions including any impact to professional regulation or CNO policies and adjusts approach to address any changes.

Project / Program Management – Applies project management knowledge and skills and its methodologies, tools, and techniques to develop a comprehensive project plan which includes work activities, milestones, risks, and mitigation strategies, and adjusting approach, as priorities change.

Analytical and Critical Thinking Skills – Synthesizes and analyzes information for trends, patterns, and best practices; demonstrates sound regulatory understanding and broader environmental issues to analyze issues and potential impacts.

Communication – Communicates complex information such as writing concise and clear briefing notes that draws on research with evidence-based assessments and perspectives of partners/parties considered; engages various partners/parties as it relates to projects and initiatives, determines the communication delivery and approach, and adjusts approach when difficulty in understanding arises.

Consulting & Advising – Defines issues, develops, and recommends regulatory policies including by-laws and regulations that consider needs of partners or parties, risks, urgency, scope, sensitivity of the problem and other relevant factors; guides others through complex recommendations to support effective implementation of plans, initiatives, and improvements; analyses outcomes and integrates lessons learned into future practice.

Demonstrated intermediate-level proficiency in MS Office such as Word and Excel.

Hiring Range: $122,973 - $30,679

Full Salary Range: 122,973 - 147,568

To Apply

Please email cover letter and resume by March 20, 2025 at 4:00 pm via UKG PRO

Our DEI Commitment

The College of Nurses of Ontario protects the public by promoting safe nursing practice. We strive to be diverse, inclusive, fair, equitable and accessible by addressing barriers and promoting dignity and respect for all. If you require Code-protected accommodation at any time during the recruitment process, please contact citing “Request for Accommodation” in the subject line.

Land Acknowledgement

The College of Nurses of Ontario (CNO) operates on the traditional, ancestral and unceded territories of many Indigenous communities across Ontario which continue to be home to Indigenous peoples.

Job Description

Sama is a B2B platform that enables employers to provide hyper-tailored development through unlimited professional coaching—right from a user-friendly app (sama.io).

Come join our amazing team working to elevate the corporate environment by allowing employees to be their best productive selves. We’re building the future of work!

Ready to be a part of a team of highly motivated individuals who think like owners and are on a mission to consistently deliver amazing experiences? Read on.

Your mission, should you choose to accept it:

Driving success and retention: With a consultative approach, you are instrumental in helping our clients achieve their goals, maximize their ROI with our platform, and ensure every interaction leaves them delighted and empowered. You are able to communicate strategic impact with executives and all levels of the client’s organization.

Building relationships: Your knack for building rapport will be put to the test as you become the go-to contact for our valued clients, fostering strong, long-lasting partnerships.

Innovation and growth: You identify upsell opportunities and collaborate closely with our sales team to drive revenue and expand our reach. You will participate in product development to increase client impact.

What you'll be doing:

• Become the go-to point of contact and advisor for your clients.
• Advise clients on their people development strategy to meet business objectives
• Onboard new customers by facilitating demos and training around the product.
• Actively monitor customer engagement. Regularly review data and analysis with clients to identify strategies to optimize engagement and meet their business goals.
• Create and lead quarterly and annual business strategy reviews with each client.
• Unlock upsell opportunities to optimize impact for the client.
• Collaborate and share customer insights cross-functionally with Marketing, Product and Sales to drive growth.

Requirements

What you'll need to succeed:

• Verbal and written native fluency in English and French
• A minimum of 3 years’ experience in Management Consulting, HR, or Customer Success roles.
• Experience developing relationships with multiple stakeholders within clients.
• Strong business acumen and fluency in business jargon.
• Experience as a freelancer or working in a start-up.
• Experience using CRM (HubSpot preferred), with an understanding of utilizing technology platforms to drive automation and scalability.
• Spot opportunities for growth and development in accounts.
• Strong ability to set, meet, and exceed KPIs and performance goals.
• Great judgment.

What people would say about you:

• You have an entrepreneurial mindset and are autonomous
• You’re able to work in an environment with limited structure and processes
• You’re excited to tackle new challenges head-on
• You’re extremely curious
• New opportunities and potential challenges excite you
• You have a bias for action—you're a doer
• You’re open, trustworthy, and committed
• You’re a team player

Benefits

What you’ll get:

• CAD $ 60,000-90,000 + commission + equity.
• Remote work.
• Plenty of room for growth as our ambitious team grows too.
• Access to your professional coach via our app.
• Regular training and development.

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Boosted.ai is a fintech company headquartered in Toronto, Canada with offices in New York City and Nashville. We provide finance-specific AI tools that automate custom research workflows, analyzing data continuously from millions of sources, all tailored to the needs of our investment management clients. We are a well funded, post Series-B company - our lead investors are innovators and disruptors in financial and technology markets, including Spark Capital (Twitter, Slack, Affirm), Ten Coves Capital (Plaid, Sentieo, TouchBistro), Portage Ventures (Wealthsimple, Borrowell, Nesto), and RBC (Royal Bank of Canada).
Position Description
Boosted.ai is seeking a highly motivated, results-oriented Solutions & Strategy Consultant to join our rapidly growing team. In this role, you will work closely with our clients—especially large enterprise accounts—to understand their investment processes and technology needs, providing strategic consultation and designing tailored AI solutions using our platform.
You will initially focus on mastering our platform, delivering solutions to clients, and driving pre-sales efforts. You will collaborate with internal teams to ensure the successful implementation of our platform (including API-level integrations) and help clients leverage advanced technologies to achieve their investment goals. You will also work cross-functionally to improve scalability and enhance conversion rates. As you grow in the role, you will be expected to take on more strategic responsibilities, such as influencing product development, driving and pitching cross-functional initiatives, and leading major enterprise client engagements.
This is an excellent opportunity for an ambitious professional eager to build a career at the intersection of finance and cutting-edge AI technology. We’re looking for a candidate who is not only ready to meet today’s challenges but also driven to take on more complex leadership tasks, such as spearheading enterprise-level client relationships and exploring new AI use cases for the financial industry. If you are a highly motivated, entrepreneurial self-starter with a natural curiosity, we’d love to chat!

• Develop Deep Expertise in Boosted.ai Solutions
• Gain comprehensive knowledge of our platform, capabilities, and how they benefit clients.
• Stay updated on the latest features and enhancements of our AI tools and market tools. Become a subject-matter expert on LLMs, their capabilities, and limitations.
• Understand the business drivers and be confident in delivering value statements to prospective clients within asset management, wealth management, investor-relations groups, and global banks.
• Mentor team members and contribute to building and refining internal consulting processes.
• Become an Expert on Boosted.ai Sales Process
• Build processes to track and maintain key metrics across client relationships and identify opportunities to scale processes and implement process improvements.
• Be an expert on CRM data, workflows, and reporting.
• Know and contribute to sales-cycle efficiency and enablement.
• Client Engagement and Consultation
• Engage with C-suite financial-services executives, portfolio managers, and analysts to understand their investment processes, challenges, and objectives.
• Provide strategic insights and recommendations on integrating AI, machine learning, and API-driven workflows into their investment strategies.
• Design and propose customized AI-driven agents that align with clients' needs and goals.
• Quantify and demonstrate product value.
• Solution Implementation
• Collaborate with clients and internal teams to build and deliver client solutions, including complex enterprise implementations that leverage REST/GraphQL APIs and other technical integrations.
• Conduct training sessions and workshops to educate clients on using our AI tools effectively.
• Serve as the bridge between sales and account management, thriving in ambiguous environments to get clients to value quickly.
• Client Relationship Management
• Build strong, long-term relationships with clients, serving as a trusted advisor.
• Monitor client satisfaction and proactively address any concerns or issues.
• Identify opportunities for upselling or expanding the use of our solutions within client organizations.
• Market and Industry Analysis
• Stay informed about industry trends, market dynamics, and competitive landscapes in AI and finance.
• Provide internal updates on market research and insights to inform product development and strategy.
• Strategy & Cross-functional Collaboration
• Lead cross-functional initiatives to improve client engagement and refine go-to-market strategies, driving measurable improvements in client conversion and revenue growth.
• Work closely with sales, product, and development teams to relay client feedback and influence the product roadmap.
• Bridge the gap between Sales and CS, and work cross-functionally with Marketing and BDR teams to enhance processes and improve leads.
• Develop sales materials by providing subject-matter expertise.
• Thought Leadership and Knowledge Sharing
• Contribute to the creation of thought-leadership content such as whitepapers, case studies, and webinars.
• Represent Boosted.ai at industry events, conferences, and client meetings.
  

• Educational Background
• Bachelor's degree in Finance, Economics, Business, Computer Science, or a related field; advanced degree (MBA or MS) preferred.
• Professional Experience
• 3+ years of experience in financial services, consulting, or a similar role within fintech or AI/machine-learning environments.
• Proven experience in client-facing roles involving finance or strategic consulting, with a strong track record managing large enterprise accounts and complex API-based implementations.
• Technical and Industry Knowledge
• Strong understanding of financial markets, investment strategies, and portfolio management.
• Hands-on familiarity with coding, API architectures (REST, GraphQL) and enterprise data integrations.
• Familiarity with AI/machine-learning technologies and their applications in finance.
• Proficient with tools such as Office, CRM systems, Slack, Zoom.
• Excels in leveraging LLMs for novel use cases.
• Skills and Competencies
• Excellent verbal and written communication and presentation skills.
• Ability to convey complex technical concepts to both technical and non-technical audiences.
• Strong analytical and problem-solving skills with a strategic mindset.
• Self-motivated with excellent time management and organizational skills.
• Ability to build and maintain strong relationships with clients and internal teams.
• Personal Attributes
• Entrepreneurial spirit with a proactive approach to identifying opportunities and driving results.
• Eager to learn and adapt in an extremely fast-paced, dynamic environment.
• Proven ability to find, recommend, and implement needle-moving changes
• Experience in process design and optimization
• Strong process management skills
• Ability to clearly define, manage, and communicate expectations both internally and externally.
• Demonstrated ability to take initiative and contribute innovative ideas.
• Commitment to excellence and a high level of integrity.
• Willingness to travel.
  

Seniority level

• Seniority level

  Not Applicable

Employment type

• Employment type

  Full-time

Job function

• Industries

  Real Estate, Financial Services, and Capital Markets

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Toronto, Ontario, Canada CA$85,000 - CA$115,000 2 weeks ago

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

Boosted.ai is a fintech company headquartered in Toronto, Canada with offices in New York City and Nashville. We provide finance-specific AI tools that automate custom research workflows, analyzing data continuously from millions of sources, all tailored to the needs of our investment management clients. We are a well funded, post Series-B company - our lead investors are innovators and disruptors in financial and technology markets, including Spark Capital (Twitter, Slack, Affirm), Ten Coves Capital (Plaid, Sentieo, TouchBistro), Portage Ventures (Wealthsimple, Borrowell, Nesto), and RBC (Royal Bank of Canada).

Position Description

Boosted.ai is seeking a highly motivated, results-oriented Solutions & Strategy Consultant to join our rapidly growing team. In this role, you will work closely with our clients—especially large enterprise accounts—to understand their investment processes and technology needs, providing strategic consultation and designing tailored AI solutions using our platform.

You will initially focus on mastering our platform, delivering solutions to clients, and driving pre-sales efforts. You will collaborate with internal teams to ensure the successful implementation of our platform (including API-level integrations) and help clients leverage advanced technologies to achieve their investment goals. You will also work cross-functionally to improve scalability and enhance conversion rates. As you grow in the role, you will be expected to take on more strategic responsibilities, such as influencing product development, driving and pitching cross-functional initiatives, and leading major enterprise client engagements.

This is an excellent opportunity for an ambitious professional eager to build a career at the intersection of finance and cutting-edge AI technology. We’re looking for a candidate who is not only ready to meet today’s challenges but also driven to take on more complex leadership tasks, such as spearheading enterprise-level client relationships and exploring new AI use cases for the financial industry. If you are a highly motivated, entrepreneurial self-starter with a natural curiosity, we’d love to chat!

• Develop Deep Expertise in Boosted.ai Solutions
  • Gain comprehensive knowledge of our platform, capabilities, and how they benefit clients.
  • Stay updated on the latest features and enhancements of our AI tools and market tools. Become a subject-matter expert on LLMs, their capabilities, and limitations.
  • Understand the business drivers and be confident in delivering value statements to prospective clients within asset management, wealth management, investor-relations groups, and global banks.
  • Mentor team members and contribute to building and refining internal consulting processes.
• Become an Expert on Boosted.ai Sales Process
  • Build processes to track and maintain key metrics across client relationships and identify opportunities to scale processes and implement process improvements.
  • Be an expert on CRM data, workflows, and reporting.
  • Know and contribute to sales-cycle efficiency and enablement.
• Client Engagement and Consultation
  • Engage with C-suite financial-services executives, portfolio managers, and analysts to understand their investment processes, challenges, and objectives.
  • Provide strategic insights and recommendations on integrating AI, machine learning, and API-driven workflows into their investment strategies.
  • Design and propose customized AI-driven agents that align with clients' needs and goals.
  • Quantify and demonstrate product value.
• Solution Implementation
  • Collaborate with clients and internal teams to build and deliver client solutions, including complex enterprise implementations that leverage REST/GraphQL APIs and other technical integrations.
  • Conduct training sessions and workshops to educate clients on using our AI tools effectively.
  • Serve as the bridge between sales and account management, thriving in ambiguous environments to get clients to value quickly.
• Client Relationship Management
  • Build strong, long-term relationships with clients, serving as a trusted advisor.
  • Monitor client satisfaction and proactively address any concerns or issues.
  • Identify opportunities for upselling or expanding the use of our solutions within client organizations.
• Market and Industry Analysis
  • Stay informed about industry trends, market dynamics, and competitive landscapes in AI and finance.
  • Provide internal updates on market research and insights to inform product development and strategy.
• Lead cross-functional initiatives to improve client engagement and refine go-to-market strategies, driving measurable improvements in client conversion and revenue growth.
• Work closely with sales, product, and development teams to relay client feedback and influence the product roadmap.
• Bridge the gap between Sales and CS, and work cross-functionally with Marketing and BDR teams to enhance processes and improve leads.
• Develop sales materials by providing subject-matter expertise.
• Thought Leadership and Knowledge Sharing
  • Contribute to the creation of thought-leadership content such as whitepapers, case studies, and webinars.
  • Represent Boosted.ai at industry events, conferences, and client meetings.

Who You Are (Skills and Attributes):

• Educational Background
• Bachelor's degree in Finance, Economics, Business, Computer Science, or a related field; advanced degree (MBA or MS) preferred.
• Professional Experience
• 3+ years of experience in financial services, consulting, or a similar role within fintech or AI/machine-learning environments.
• Proven experience in client-facing roles involving finance or strategic consulting, with a strong track record managing large enterprise accounts and complex API-based implementations.
• Technical and Industry Knowledge
• Strong understanding of financial markets, investment strategies, and portfolio management.
• Hands-on familiarity with coding, API architectures (REST, GraphQL) and enterprise data integrations.
• Familiarity with AI/machine-learning technologies and their applications in finance.
• Proficient with tools such as Office, CRM systems, Slack, Zoom.
• Excels in leveraging LLMs for novel use cases.
• Skills and Competencies
• Excellent verbal and written communication and presentation skills.
• Ability to convey complex technical concepts to both technical and non-technical audiences.
• Strong analytical and problem-solving skills with a strategic mindset.
• Self-motivated with excellent time management and organizational skills.
• Ability to build and maintain strong relationships with clients and internal teams.
• Personal Attributes
• Entrepreneurial spirit with a proactive approach to identifying opportunities and driving results.
• Eager to learn and adapt in an extremely fast-paced, dynamic environment.
• Proven ability to find, recommend, and implement needle-moving changes
• Experience in process design and optimization
• Strong process management skills
• Ability to clearly define, manage, and communicate expectations both internally and externally.
• Demonstrated ability to take initiative and contribute innovative ideas.
• Commitment to excellence and a high level of integrity.
• Willingness to travel.

Diverse Perspectives

We know that innovation thrives on teams where diverse points of view come together to solve hard problems in ways that are just now possible. As such, we explicitly seek people who bring diverse life experiences, educational backgrounds, cultures, and work experiences.

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Blend is looking for an experienced Director to join our dynamic AI Strategy team where we assist a wide range of companiesfrom mid-market entities to large corporationsin harnessing the strategic and practical capabilities of Generative AI (GenAI). Our mission is to drive innovation and value creation through bespoke AI solutions from conception through to implementation.

Role Summary :

As an AI Strategy Consultant you will be instrumental in guiding our clients through the complexities of AI technology and business applications. You will work hands-on to design pilot and implement AI strategies that align with our clients unique business needs and objectives.

Key Responsibilities :

• AI Solution Development : Identify and capitalize on business values and opportunities by crafting tailored AI solutions and proof-of-concepts. Facilitate the technological empowerment of our clients ensuring seamless integration and adoption of AI.
• Client Advisory : Serve as a trusted advisor to both national and international clients on AI strategy and data science initiatives. Guide clients from strategic planning stages through to the pilot implementation of AI projects.
• Project Leadership : Manage and lead specific workstreams within projects. Ensure deliverables meet the strategic goals and standards of excellence expected by our clients.
• Service Evolution : Contribute to the development and refinement of our service offerings. Support go-to-market strategies and business development activities for our Commercial AI team.
• Team Collaboration : Join a newly established team of AI experts committed to shaping the future of our AI offerings. Work collaboratively to foster an environment of learning and innovation.

Qualifications :

• Experience : 10 years of proven experience in consulting (heavy focus in AI the last couple of years) strategy development or a similar role. Experience with implementing AI solutions in a business context is highly preferred.
• Skills :

Deep understanding of AI technologies and their business applications.

• Strong analytical and problem-solving skills.
• Excellent communication and interpersonal skills capable of working effectively with cross-functional teams.
• Ability to lead projects and make strategic decisions.
• Language Requirements : Fluency in English; additional languages are a plus.

Remote Work : Employment Type :

Full-time

Key Skills

Business Development,Marketing,Pricing,Analysis Skills,Research Experience,Project Management,Research & Development,Strategic Planning,Financial Modeling,Leadership Experience,Management Consulting,Analytics

Experience : years

Vacancy : 1

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Director Strategy • Toronto, Ontario, Canada

Join to apply for the Private Wealth Senior Learning Strategy Consultant role at CIBC

2 days ago Be among the first 25 applicants

Join to apply for the Private Wealth Senior Learning Strategy Consultant role at CIBC

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
The Private Wealth Senior Learning Strategy Manager 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.
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

• Provide leadership against Business priorities- Ensure business requirements are understood and implemented as per expectations. You will 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. You will 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- You will 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. You will 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. You will 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 - Your skills in facilitating and managing training programs for initiatives will be essential for leading and participating in various projects. You will collaborate with Practice Management and other Training & Development teams to explore innovative methods for content delivery. This role will emphasize your ability to prioritize effectively, both strategically and operationally.
• Business Acumen- You 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. You will maintain current knowledge of the industry, Brokerage and Retail segments, and the complexities and characteristics of the business, requiring travel within Canada.
  

• You’re a certified professional. You have an Undergraduate degree in business or economics, MBA is an asset and you have successfully obtained the CFP, CIM or CFA accreditation or equivalent work experience.
• You can demonstrate a highly developed knowledge of the Private Banking and Wealth Management business and have 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.
• You embrace and advocate for change. With your well-developed facilitation and presentations skills, you continuously evolve your thinking and the way you work in order to deliver your best. Your influence makes a difference. You know that relationships and networks essential to success. You inspire outcomes by sharing your expertise.
• You put our clients first. You engage with purpose to find the right solutions. You go the extra mile, because it’s the right thing to do.
• Values matter to you. You bring your real self to work and you live our values – trust, teamwork, and accountability.
  

• 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
  

• 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
• 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.
  

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Business Development and Sales

• Industries

  Banking

Referrals increase your chances of interviewing at CIBC by 2x

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Toronto, Ontario, Canada CA$52,000.00-CA$78,500.00 1 month ago

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

Were building a relationship-oriented bank for the modern world. We need talented passionate professionals who are dedicated to doing whats 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

What Youll be Doing

The Private Wealth Senior Learning Strategy Manager 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 onboard new team members, get them job-ready, and enhance the skill sets of Advisors, Associates, Assistants, and other roles to improve effectiveness and efficiency. The role also involves leading and supporting the implementation of new training initiatives aligned with business needs and supporting conferences and training requests, often in partnership with Practice Management.

At CIBC, we enable an optimal work environment for you to thrive. Youll have flexibility within a hybrid work arrangement, spending 1-3 days per week on-site and the rest remotely.

How Youll Succeed

Provide leadership aligned with business priorities—ensuring requirements are understood and implemented. Support a national onboarding training program to aid talent acquisition across Canada, and develop training programs for Private Wealth teams, including Wealth Advisors, Associates, Assistants, and other roles. Your responsibilities include timely implementation, delivery, evaluation, and ongoing enhancement of Advisory Programs, adapting to evolving business needs and regulations.

Facilitate Advisory Programs and provide personalized learning support—supporting learners and their leaders in both English and French (preferred). You will conduct in-person and virtual training sessions, proactively identify opportunities for program improvements, and stay current on CIRO regulations, industry changes, and other educational requirements.

Lead or participate in strategic initiatives and cross-functional projects related to Advisory Programs. Collaborate with Practice Management and other teams to innovate content delivery methods, prioritize effectively, and manage complex projects involving internal and external partners and vendors.

Business Acumen—operate independently to identify priorities, address policy and program requirements, and foster strong relationships. Maintain current knowledge of industry segments and the complexities of the business, with willingness to travel within Canada.

Who You Are

You are a certified professional with an undergraduate degree in business or economics; an MBA is an asset. You hold CFP, CIM, CFA, or equivalent credentials, and have 8-10 years of experience in Private Banking and Wealth Management, understanding key business issues and processes.

You embrace change, possess strong facilitation and presentation skills, and continuously evolve your approach. You value relationships and networks, inspiring outcomes through your expertise. You prioritize clients, act with purpose, and align with our core values of trust, teamwork, and accountability.

LI-TA

What CIBC Offers

We prioritize your goals, starting with your strengths and ambitions. We offer a competitive salary, incentive pay, banking benefits, a defined benefit pension plan, an employee share purchase plan, vacation, wellbeing support, and MomentMakers recognition program.

Our spaces and technology foster collaboration and innovation. We support your growth through initiatives like Purpose Day—a paid day off dedicated to your development.

What you need to know

CIBC is committed to inclusion and accessibility. If you need accommodations, please contact us. You must be legally eligible to work at the specified location(s) and have a valid work or study permit if applicable.

We may conduct assessments and skills tests to learn about your capabilities and provide more about our organization.

Job Location: Toronto - 81 Bay, 12th Floor

Employment Type: Regular

Weekly Hours: 37.5

Skills

Coaching, Financial Planning, Learning Strategies, Private Banking, Talent Development, Wealth Management

Required Experience: Senior IC

Key Skills: BPO, Financial Accounting, Arabic Cuisine, Avionics

Experience: 8-10 years

Vacancy: 1

Our Purpose

Mastercard powers economies and empowers people in 200+ countries and territories worldwide. Together with our customers, we’re helping build a sustainable economy where everyone can prosper. We support a wide range of digital payments choices, making transactions secure, simple, smart, and accessible. Our technology and innovation, partnerships, and networks combine to deliver a unique set of products and services that help people, businesses, and governments realize their greatest potential.

Title and Summary

Consultant – Strategy & Transformation

Advisors & Consulting Services within Mastercard is responsible for acquiring, engaging, and retaining customers by managing fraud and risk, enhancing cybersecurity, and improving the digital payments experience. We provide value-added services and leverage expertise, data-driven insights, and execution. Our Advisors & Consulting Services team combines traditional management consulting with Mastercard’s rich data assets, proprietary platforms, and technologies to provide clients with strategic insights and recommendations. We work with a diverse global customer base across industries, from banking and payments to retail and restaurants.

The Advisors & Consulting Services group has five specializations: Strategy & Transformation, Performance Analytics, Business Experimentation, Marketing, and Program Management. Our Strategy & Transformation consultants lead clients through impactful decision-making as they tackle strategic, tactical, operational, and transformational business challenges. They apply a broad set of problem-solving techniques to improve overall strategy, performance, and operations.

Positions for different specializations and levels are available in separate job postings. Please review our consulting specializations to learn more about all opportunities and apply for the position best suited to your background and experience:

Roles and Responsibilities

Client Impact

• Provide creative input on projects across various industries and problem statements
• Contribute to the development of strategies and programs for regional and global clients by leveraging data and technology solutions to unlock client value
• Collaborate with Mastercard team to understand clients’ needs, agenda, and risks
• Develop working relationships with client analysts/managers, acting as a trusted and reliable partner

Team Collaboration & Culture

• Collaborate with senior project delivery consultants to identify key findings, prepare effective presentations, and deliver recommendations to clients
• Independently identify issues in a defined area of analysis, structure and synthesize analysis to highlight relevant findings
• Lead internal and client meetings, and contribute to project management
• Contribute to the firm's intellectual capital
• Receive mentorship from consulting leaders for professional growth and development

Qualifications

Basic qualifications

• Undergraduate degree with experience in consulting, corporate strategy, business intelligence, business line management, or product management
• Relevant client or internal stakeholder management experience
• Logical, structured thinking, and numerical analysis skills
• Advanced Word, Excel, and PowerPoint skills
• Ability to perform multiple tasks in a fast-paced, deadline-driven environment
• Effective communication skills in English and the local office language (if applicable)
• Eligibility to work in the applying country and obtain travel visas as needed

Preferred qualifications

• Ability to identify problems, brainstorm solutions, and implement best solutions
• Experience managing tasks or workstreams in a collaborative environment with third parties
• Relevant industry expertise

Mastercard is an equal opportunity employer that considers applicants regardless of gender, gender identity, sexual orientation, race, ethnicity, disability, veteran status, or other protected characteristics. For accommodations in the US or Canada, contact

Corporate Security Responsibility

All activities involving access to Mastercard assets, information, and networks carry inherent risks. Every employee or representative must:

• Abide by Mastercard’s security policies and practices
• Ensure confidentiality and integrity of accessed information
• Report suspected security violations or breaches
• Complete mandatory security trainings as per guidelines