At CIBC we enable the work environment most optimal for you to thrive in your role. To successfully perform the work, you'll be on-site full-time.
How you'll succeed
Client deliverables and reporting - Coordinate the preparation and completion of client deliverables, including account administration, client reporting, servicing presentations, and due diligence questionnaires, while ensuring service standards and internal procedures are consistently met.
Relationship support - Support Institutional Client Relations Managers in responding to client and consultant inquiries and in building strong, trusted relationships through timely, accurate, and professional communication.
Stakeholder communication - Communicate directly with external stakeholders, including English and French speaking clients and consultants, under the guidance of Client Servicing Relationship Managers to support day-to-day servicing needs.
Content development - Develop and enhance high-quality institutional client materials, including asset class presentations, market commentaries, and ad hoc deliverables, in partnership with Client Servicing Relationship Managers and Client Portfolio Managers.
Regulatory and Compliance support – Oversee and support Analysts in preparing KYC and AML packages, responding to compliance-related requests, and responding to audit inquiries.
Trade and cash flow coordination - Oversee and support analysts in drafting and submitting trade instructions to meet client cash flow requirements and portfolio rebalancing needs with accuracy and attention to detail.
Organizational, Operational and Regulatory expertise - Develop regulatory, organizational, operational and portfolio management expertise by working alongside partners in Operations, Controls and Portfolio Management teams to deliver best-in-class solutions while adhering to regulatory requirements.
Process improvement and automation - Take ownership of identifying opportunities to improve workflows, strengthen documentation, and support automation initiatives that enhance accuracy, efficiency, and the overall client experience.
Who you are
You have relevant experience. You bring 3-5 years of investment industry experience, with exposure to major asset classes and across institutional client types. It’s an asset if your experience includes institutional client servicing, supporting consultant relations, or client portfolio management activities.
You have a degree/diploma in Commerce, Business Administration, Economics or a related field. Completion of the Canadian Securities Course (CSC) and progress toward completing the Chartered Financial Analyst (CFA) or Canadian Investment Manager (CIM) programs is an asset.
You communicate with purpose. You have strong verbal and written communication skills and can present information clearly, professionally, and thoughtfully to our clients.
You can demonstrate experience in Microsoft Excel and preparing high quality institutional client materials in PowerPoint. It’s an asset if you have experience using Loopio, Upslide, or related tools to respond to DDQs and support timely presentation delivery, and market data or analytics tools such as Bloomberg, FactSet, Morningstar Direct, Databricks, and Power BI.
You give meaning to data. You enjoy investigating complex information and turning it into clear, meaningful insights for clients and internal partners. You apply sound judgment when working with detailed reporting, presentations, and deliverables.
You know that details matter. You notice things that others don't. Your critical thinking skills help to inform your decision making.
You are organized, client-focused, and act independently. You independently manage multiple priorities and consistently stay on top of client deliverables and service delivery standards. It's an asset if you are familiar with monday.com and Salesforce.
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 together can bring a vision to life.
You live your values. You bring high standards, genuine care to your relationships, and want to grow with an employer that shares your values and brings out your best.
You’re fluent in French and English to serve our clients in the community.
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
CIBC is committed to clarity in our hiring process. All roles posted are opportunities we’re actively recruiting for, unless stated otherwise.
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 test (such as simulation, coding, French proficiency).
We use artificial intelligence tools during the recruitment process. 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
- Non-Trader-1000 Gauchetière O
Skills
Analytical Reports, Business Initiatives, Client Relations, Client Relationship Management, Client Reporting, Client Service, Customer Retentions, Process Improvements
