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 an Executive Assistant, you will provide senior level administrative and operational support to one or more Executives and their teams within a fast paced and dynamic environment. You will be responsible for ensuring all administrative and operational processes and control standards are met, while seeking to determine, develop, and participate in implementation of improvement opportunities, contributing to the effective and efficient operation of the business unit. 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 Executive Support - Organize the activities of the Executives and provide administrative support using independent judgment, discretion and diplomacy. Anticipate needs and initiating appropriate action to ensure the most effective use of the Executives time and attention as well as your own. Briefing the Executives before appointments or meetings with appropriate background information, as required. Calendar Management -Screen requests, managing and administering several calendars. Proactively identifying issues to determine priorities for Managing Directors and their teams and pivot accordingly. Serve as the point person to maintain all calendar appointments and ensure meetings are scheduled with urgency and prioritized accordingly. This includes complex calendar management and being the owner for several large meetings and associated logistics (room bookings, site access arrangements, technology coordination and catering requirements). Travel Management -Coordinate, manage and arrange all travel requirements, including airline reservations, hotel accommodation, airport transfers and monitor for last-minute changes while ensuring policy adherence. Confidentiality & Decision Making - Exercise the utmost discretion in managing correspondence, information and all matters of confidentiality; identify and raise issues where appropriate. Consistently apply discretion and autonomy to make decisions within generally defined parameters. General Administrative Support - Process expense reports for Executives in the group, ensuring charges are within policy and follow guidelines, timely submission. Provide guidance to the team as needed. Perform general administrative tasks such as processing invoices, mail distribution, arranging couriers, maintain and update floor telephone lists and general administration files/tasks. Maintain department organizational charts, distribution lists and vacation schedules. New Hire Onboarding/Offboarding - Onboarding/offboarding for new/departing staff including the coordination of technology access, office set up and building access; ordering business cards, corporate phones, and corporate credit card as required; ensuring that all compliance requirements and internal policies are met. Relationship Building -Ability to deal with clients in a professional and courteous manner, and to develop and leverage strong professional working relationships. Serve as the “go-to” resource to deliver a consistent and positive experience. Function as a liaison between other internal departments and/or others outside of the firm as appropriate. Provide an expertise in firm systems, tools and industry knowledge when appropriate. Collaboration - Collaborate with other Executive Assistants including identifying, establishing and promoting best practices. Interacts and collaborates regularly, as a critical function, with Executives and their representatives, with senior managers, and with cross-functional business units to carry out accountabilities, to develop and recommend alternatives, and to implement improvement opportunities. Develops and leverages the relationships, and uses considerable influence to achieve outcomes, while improving cross-group relationships. Team Player - Be an effective teammate and flexible in adjusting to changing work priorities. Participate fully and contribute to a positive work environment. Provide back-up coverage to other Executive Assistants within the team. Coordination - Interacts regularly with various internal LOBs and departments to accomplish administrative or coordination tasks, and with other advisory or support units (such as Human Resources) when matters arise that require their involvement, or to develop and implement business process improvements. Who You Are You have a minimum of 5 years’ experience in an administrative/ professional support function working in a dynamic, fast paced environment, dealing with complex issues and managing conflicting priorities, within scope of a similar role. Post-Secondary education in a related field, preferred. You show confidence and ability to exercise independent judgment, discretion and diplomacy in managing the activities of the department. You are proactive, thoughtful and have an inquisitive work ethic. You anticipate needs, think critically and make suggestions for improvements where appropriate. You have the ability to work with limited direction and ambiguity to make decisions within your scope of accountability. You are extremely detail oriented and very well organized. You are able to manage time and multi-task to accomplish a wide variety of tasks, and conflicting priorities. You can demonstrate experience in advanced level PC skills (MS Office: Excel, Word, PowerPoint, Outlook; web browsers) . Experience with Visio, Workday, Amex GBT and/or COUPA considered an asset. You are a strong communicator. You show excellent communication skills, both written and verbal. You are able to manage confidential materials in an appropriate manner. You can work on-site. Youenjoy working in office 4-5 days a week in a dynamic, fast-paced and exciting open-concept work environment. Values matter to you. You bring your real self to work and you live our values - trust, teamwork, and accountability.
#LI-TA 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 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, 33rd FloorEmployment Type RegularWeekly Hours 37.5Skills Accountability, Calendar Management, Capital Markets, Confidentiality, Decision Making, Event Management, Executive Support, Fast-Paced Environments, Interpersonal Communication, Multitasking, Office Administration, Organizational Efficiency, Travel Coordination #J-18808-Ljbffr
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 Senior Manager will report to the Senior Director, Advanced Oversight, Investigations & Regulatory Response (AOIRR). As part of the CIBC Commercial Banking and Wealth Management Compliance team, you will provide risk-based independent oversight of compliance with laws and regulations, conduct and oversee internal investigations of securities registrants across Wealth Management (WM) and Personal and Business Banking (PBB), primarily with respect to Investment Dealers - CIBC Wood Gundy (WG) and CIBC Investor Services Inc. (ISI), and Mutual Fund Dealer - CIBC Securities Inc. (SI). You will support WM’s and PBB’s interactions with regulators – including the Canadian Investment Regulatory Organization (CIRO), and the member securities commissions of the Canadian Securities Administrators (CSA), in connection with all regulatory investigations, business and trading conduct compliance examinations, and other regulatory inquiries and reviews of WM’s and PBB’s businesses or staff. This role involves working closely with internal compliance and business partners in support of each of CBWMC’s registered Chief Compliance Officers (CCOs), delivering on key components of their regulatory accountabilities under the guidance and leadership of the Senior Director, AOIRR. You will be responsible for monitoring, advising and reporting on the adherence to regulatory and business requirements, CIBC corporate policies, practices and acceptable standards of business ethics and conduct. 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 which will be discussed at the time of your interview. How you’ll succeed Leadership – Effectively lead, guide and inspire a team of Compliance Officers as they execute on the AOIRR team’s mandate with respect to advanced oversight, investigations and regulatory response, ensuring adherence to regulatory requirements, company policies, practices and acceptable standards of business ethics and conduct. Advanced Oversight & Investigations – Perform and oversee the AOIRR team’s advanced oversight, monitoring and analysis to identify and escalate potential instances of material risk or conduct issues within CBWMC businesses; perform and coordinate internal reviews and investigations, relating to employee conduct and instances of potential non-compliance with internal or regulatory requirements, including complex and non-routine reviews in each of the various retail securities lines of business CBWMC supports in WM and PBB. Regulatory Response – Facilitate proactive reporting of internal investigations, potential employee misconduct, instances of non-compliance and internal disciplinary action via ComSet, Gatekeeper Report, or otherwise, as deemed necessary in accordance with regulatory requirements and expectations; assist in the management and response to regulatory investigations and examinations including responding to requests for information and liaising with regulators and internal business partners, as necessary, and support remediation plans relating to regulator-identified deficiencies and observations. Cross-functional Relationships –Fostering strong internal relationships – including with business management, CIBC governance partners, Internal Audit, Legal and other CIBC Compliance and Risk Management groups, is essential. Maintain strong relationships with external regulators such as CIRO and the various provincial securities commissions. Continuous Improvement – Assisting with updates to existing policies and procedures and/or the development of new policies as necessary to address areas of risk, regulatory developments and/or internal or regulatory deficiencies; identifying and addressing opportunities for improvement to enhance the efficiency and effectiveness of internal processes/methodologies. Who You Are You're a certified professional. Successful completion of the Canadian Securities Course, Investment Dealer Supervisor Course/Branch Manager’s Course and the Options Supervisor Course is necessary for this role. Conduct and Practices Handbook, Branch Compliance Officer’s Course, Partners, Directors, and Senior Officer’s Course are strong assets. You have a University Degree/ College Diploma or equivalent work experience. You can demonstrate a minimum of 5-7 years of direct Compliance experience and/or relevant investment industry experience. You have proven leadership experience with a track record of leading and developing others. You can proactively assist the Senior Director and colleagues with more advanced and non-routine matters including representing Compliance on business initiatives. You have a deep understanding of Canadian investment dealer and mutual fund dealer business models and their processes; and ideally have front-line experience in those business lines or comprehensive knowledge developed from previous roles. Your influence makes an impact. You know that relationships and networks are essential to success. You inspire outcomes by making yourself heard and you naturally build credibility through thoughtful consideration, competency, and diplomacy. You understand that success is in the details. You notice things that others don't. Your critical thinking skills help to inform your decision making. You give meaning to data. You enjoy investigating complex problems and making sense of information. You're confident in your ability to communicate detailed information in an impactful way. 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 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, 31st Floor Employment Type Regular Weekly Hours 37.5 Skills Quality Assurance Review, Quality Investigations, Regulatory Compliance, Regulatory Requirements, Risk Assessments, Strategic Objectives #J-18808-Ljbffr
**Leadership** - Provide active leadership and hands-on coaching to a team of Relationship Managers, Business Advisors and/or Associate Business Advisors in executing and managing client relationships, including the delivery of credit and cash management services. Create an environment which fosters an exceptional relationship culture, supports partnering behaviour, and capitalizes on individuals’ expertise and knowledge of Business Banking services to provide “best in class” service and overall relationship management to our clients. Build team and individual capabilities to ensure employees are capable of performing to job requirement standards including but not limited to credit skills.* **You are a bold and authentic leader.** You're passionate about developing and coaching to bring out the best in people with experience in leading diverse, high performing teams* **You demonstrate experience in** Business Banking or Commercial Banking in credit structuring, cash management, proven business development skills with a track record of success, advanced knowledge of risk and credit portfolio management.* **You put our clients first.** You have well-developed client and relationship management skills. You engage with purpose to find the right solutions.* **You act like an owner.** You thrive when you're empowered to take initiative, go above and beyond, and deliver results.* **You have an established profile** in the local business community. You have a knowledge of a diversity marketplace and the needs of local businesses.* **You have completed** an undergraduate degree/diploma in Business, Finance, Accounting, or a related field.* **Values matter to you**. You bring your real self to work and you live our values - trust, teamwork, and accountability* **You're fluent in French and English** to serve our clients in the community.* 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.At CIBC, we are in business to help our clients, employees and shareholders achieve what is important to them. Our ability to create value for all CIBC stakeholders is driven by a business culture based on common values: Trust, Teamwork and Accountability. Working with CIBC makes you a part of a work environment committed to our clients, employees and communities - a place where you can excel. Every day, our 44,000 employees help our clients achieve their financial goals, because what matters to our clients, matters to us.
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* **Support the National Sales Team in building advisors’ knowledge of CIBC Asset Management Solutions -** Organize sales support events for the Sales teams (e.g. business development activities), including coordination of external resources (venue, portfolio managers, other speakers, etc.) Help to prepare presentation material for use by the Sales teams and for specific client events. Maintain current knowledge of key CIBC Asset Management products and support Sales teams in answering inquiries as appropriate, either personally or by referral to appropriate expert resources within CIBC Asset Management.* **Support National Sales relationship-building activities -** Support Sales teams in building key relationships through contact management including assisting with booking meetings and coordination. Receive and screen inquiries and information using judgment of sensitivity to the Sales teams’ priorities.* **Contribute to effectiveness and efficiency of National Sales and CIBC Asset Management -** Assist Sales teams in maintaining calendar of activities and coordinating with other resources. Generate reports and manage databases at Sales team’s request (sales results, activity tracking, etc.). Carry out key administrative activities (expenses, travel, etc.) as requested by Sales teams. Identify opportunities to streamline processes and maximize effectiveness of activities. Participate in projects in a coordinative capacity and represent CIBC Asset Management when required. Contribute to developing synergy among Territory Coordinator team members and Asset Management product and marketing teams by promoting a positive work environment that is conducive to the exchange of ideas.* **You can demonstrate your experience** and you have knowledge of mutual funds and managed products. You have strong communication skills and the ability to use those skills with staff at all levels.* **You embrace and advocate for change.** You continuously evolve your thinking and the way you work in order to deliver your best. You demonstrate an ability to manage multiple tasks and changing priorities.* **You’re goal oriented.** You’re motivated by accomplishing your goals and delivering your best to make a difference. You respond effectively to requests requiring quick judgment and prompt actions. You have the ability to work independently with minimal supervision.* **You’re a certified professional.** You have successfully completed the CSC or IFIC (asset).* **You're digitally savvy.** You seek out innovative solutions and embrace evolving technologies.You can easily adapt to new tools and trends. You have advanced computer skills in MS Word, Excel, Outlook and PowerPoint.* **Values matter to you.** You bring your real self to work and you live our values – trust, teamwork and accountability.* **You're fluent in French and English** to serve our clients in the community.* 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.At CIBC, we are in business to help our clients, employees and shareholders achieve what is important to them. Our ability to create value for all CIBC stakeholders is driven by a business culture based on common values: Trust, Teamwork and Accountability. Working with CIBC makes you a part of a work environment committed to our clients, employees and communities - a place where you can excel. Every day, our 44,000 employees help our clients achieve their financial goals, because what matters to our clients, matters to us.
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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 member of CIBC Wood Gundy, you will be responsible for building and growing Wood Gundy client portfolios through dedicated relationship management, trusted investment advice and exceptional client service. As an Investment Advisor you will use the tools provided by CIBC Wood Gundy to research investment products, allowing them to make investment recommendations to prospects and clients. You will work within a team focused on the delivery of an integrated wealth management offer to clients requiring tailored financial solutions. You will apply extensive in-depth knowledge and skills to deliver trusted investment advice by focusing on personalized solutions that achieve the client’s financial goals, applying an understanding of their current financial situation, risk profile, time horizon and other personal change factors. Investment Advisors are expected to build and maintain their own portfolio of high-net-worth clients through various prospecting methods, i.e., telemarketing, networking, seminars, trade shows and various other sales and marketing tools/methods. You will have ownership of processes and milestones, connecting people and networks, drawing on the Bank’s broader team and supporting our community. At CIBC we enable the work environment most optimal for you to thrive in your role. Details on your work arrangement will be discussed at the time of your interview. How you’ll succeed Client Service – Attract and develop a consistent client base. Using extensive knowledge of investment products and services, prospect and identify individual client needs and opportunities. Analyze information/trends and apply it to individual client circumstances. Possess excellent time management and organization skills to meet multiple/tight deadlines in a high-pressure environment. Relationship Building –Display high levels of interpersonal and relationship building skills in order to effectively network, prospect and build strong, positive and trusting client relationships. Nurture relationships with existing clients that would promote the natural referral of associates, friends and family members. Sales & Marketing –Demonstrate well-developed, interactive presentation skills to convey both factual and conceptual ideas to clients. Developed writing skills to prepare proposals and presentation/seminar material. Investing – Develop investment plans and written proposals for prospects and clients. Analyze information/trends and apply it to individual client circumstances. Collaborating – Participate in seminars for clients and prospects, in collaboration with team members. Demonstrate well-developed, interactive presentation skills to convey both factual and conceptual ideas to clients Who you are You’re a certified professional. You are currently registered as a Registered Representative with the Investment Industry Regulatory Organization of Canada (CIRO-ID). You have current accreditation and good standing Canadian Securities Course (CSC) and Conduct & Practice Handbook (CPH). You have a degree/diploma within a related field/Industry related designation. You have 5+ years of experience in an Advisory capacity with a full service investment brokerage firm. Values matter to you. You bring your real self to work and you live our values – trust, teamwork and accountability. You act like an owner. You thrive when you’re empowered to take the lead, go above and beyond, and deliver results. You give meaning to data. You enjoy investigating complex problems, and making sense of information. You're confident in your ability to communicate detailed information in an impactful way. 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 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 London-255 Queens, 2200 Employment Type Regular Weekly Hours 37.5 Skills Business Development, Client Service, Customer Experience (CX), Financial Advising, Investment Advising, Portfolio Management, Results-Oriented, Wealth Management #J-18808-Ljbffr
* **Business Development** - Build relationships with Centres of Influence (COIs) within the community to generate referrals to CIBC through both in person and digital channels. Connect with both existing and potential clients to identify opportunities to develop full relationships, providing both deposit and credit solutions, for future growth and revenue. Proactively participate in community and banking centre events such as business development events, client acknowledgement programs and client appreciation day to build and enhance CIBC presence and gain market share. Proactively develop and manage a sales pipeline of diverse business banking opportunities.* **Client Engagement** - Proactively engage in discussions with assigned portfolio, partner referred and other prospective clients to understand client’s immediate financial needs while identifying opportunities to address longer term financial goals. Demonstrate service excellence by being involved and proactive with clients and ensuring their financial needs are met. Deliver trusted advice and financial solutions to meet client and prospect needs and cultivate your network to establish new client relationships. Promote and demonstrate the use of digital banking options and CIBC’s suite of Cash Management products, by introducing the client to alternative ways to bank such as ATM, Mobile, Online and SmartBanking for Business.* **Relationship Management -** Support existing clients and continuously seek new opportunities for client acquisition through referrals and internal partner relationships to deliver current financial products and solutions for the Business Banking market segment. Manage and grow a portfolio of business only connections where the focus is on deepening the client relationship and addressing the business needs of the client.* **Community Involvement –** Heighten CIBC brand awareness in your community by attending local events and participating in marketing and outreach activities. You will grow your network to create lasting connections that will generate future small business opportunities.* **You can demonstrate experience in** Business Banking. You have 2+ years’ experience in Business Banking or Commercial Banking and have a strong knowledge of credit, cash management products and services as well as knowledge of business cash flow and financial analysis in order to assess and deliver on potential new business opportunities. You also have an established network in the local business community.* **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.* **You're passionate about people.** You find meaning in relationships and surround yourself with a diverse network of partners. A strong communicator, you connect with others through respect and authenticity.* **You act like an owner.** You thrive when you're empowered to take the lead, go above and beyond, and deliver results.* **You have completed** an undergraduate degree/diploma in Business, Finance, Accounting, or a related field.* **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.At CIBC, we are in business to help our clients, employees and shareholders achieve what is important to them. Our ability to create value for all CIBC stakeholders is driven by a business culture based on common values: Trust, Teamwork and Accountability. Working with CIBC makes you a part of a work environment committed to our clients, employees and communities - a place where you can excel. Every day, our 44,000 employees help our clients achieve their financial goals, because what matters to our clients, matters to us.
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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 member of the Personal and Business Banking team, you’ll leverage your banking and mortgage experience to help clients achieve their home ownership dreams. As a Mobile Mortgage Advisor, you’ll have the flexibility to meet with your clients where and when it’s convenient for them. You’ll make lasting connections and provide expert mortgage advice and product solutions that enables clients to secure their futures and own their homes. At CIBC we enable the work environment most optimal for you to thrive in your role. You can effectively perform all work activities remotely, and will only be required to be on-site on an occasional basis. 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 Client engagement - Focus on the client experience and connect on a personal level to make every interaction meaningful. Have the flexibility to support your clients’ lifestyles and meet them on their schedule. Work with Banking Centre teams to build relationships and provide clients with personalized mortgage advice and comprehensive financial planning support. Business development - Understand your local market and potential client base and create a sales plan that will convert leads into new CIBC clients. Use your strong relationship building and networking skills to build connections, generate opportunities, and deliver bottom line results. Community involvement - Grow your network and create lasting connections with other internal businesses and external realtors who will refer potential clients and opportunities back to you. Who you are 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. You’re goal oriented. You’re motivated by accomplishing your goals and delivering your best to make a difference. You act like an owner. You thrive when you're empowered to take the lead, go above and beyond, and deliver results. You’re passionate about people. You find meaning in relationships, and surround yourself with a diverse network of partners. You build trust through respect and authenticity. Values matter to you. You bring your real self to work and you live our values - trust, teamwork, and accountability. #LI-TA 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 competitive compensation, 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 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 ON-81 Bay Street-Virtual Employment Type Regular Weekly Hours 37.5 Skills Business Development, Client Service, Community Connections, Customer Experience (CX), Group Problem Solving, Mortgage Documentation, Mortgage Lending, Mortgage Process #J-18808-Ljbffr
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 You will be responsible for working with a Senior Private Banker in effectively managing and growing a portfolio of cash management lending and investment products and services which increases overall profit contribution to CIBC Private Wealth Management. You will provide exceptional service to your teams UHNW Private Banking clients by assisting them with their transactional banking needs on a reactive and proactive basis. You will support the Senior Private Banker as your team introduces your clients to partners across the Bank including Wealth Strategy, Commercial Banking, Wood Gundy, Private Investment Counsel, Trust Bank, USA and others. 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 Youll Succeed Relationship and Portfolio Management: Contribute to the groups High Net Worth (HNW) business by building a portfolio of HNW clients whose needs are primarily banking credit and investment based. Ensure quality of account portfolio by performing risk assessment and in-depth financial analysis on all potential or existing High New Worth clients on an ongoing basis. Resolve extremely complex credit issues for clients by working closely with Credit Specialists and Commercial Banking. Provide specialized services to key HNW markets like professional services to partners of major law, accounting and medical business as well as providing private banking services to HNW clients of Wood Gundy. Planning and Advice: Review client portfolios and financial needs from a holistic perspective and identify opportunities to broaden the clients suite of products and services. Meet regularly with clients to conduct portfolio reviews and introduce new product and service solutions. Understand wealth generation by small to medium business enterprises and the complexity of monetizing their value. Business Development: Acquire new clients who have sophisticated financial needs, are people of influence, and/or who require complex global financial solutions. Search for and develop untapped opportunities to promote CIBC Private Wealth Management within the HNW market. Represent CIBC on Boards, participate in charitable organizations and engage in appropriate social networks. Play an active role in large deal teams focusing on ultra HNW clients especially with introductions from Commercial Banking. Continuously update your knowledge and skills. Demonstrate a commitment to keep up‑to‑date with current events overall economic and financial environment trends, product developments, legislative changes, etc., and proactively communicate developments or changes to client as applicable to their financial situation. Be involved in the community through participation in business and industry associations and aid in the development of a professional network comprised of the target client segment. Who You Are Youre a certified professional. You have successfully completed the Canadian Securities Course, Professional Financial Planning Course, Conduct & Practices Handbook and continuing education to Certified Financial Planners Designation. You can demonstrate experience in concepts of personal financial planning and strong knowledge of all banking investment and credit products and services. You have Financial services experience in private banking, wealth advisory or brokerage. You put our clients first. You have relationship management skills sufficient to build strong relationships with customers to identify partnership and consolidation opportunities. You have demonstrated success in ability to build and maintain new client relationships. You have an established profile in the local business community. You have knowledge of a diverse marketplace and needs of local clients. You enjoy an active role in community events, charitable organizations and industry associations. 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 competitive salary, incentive pay, banking benefits, a benefits program, defined benefit pension plan, an employee share purchase plan, 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 . 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 MB-Winnipeg 1 Lombard Place 10th Floor Employment Type Regular Weekly Hours 37.5 Skills Analytical Thinking, Business Development, Client Issue Resolution, Client Service, Customer Experience (CX), Financial Products, Portfolio Management, Wealth Management Required Experience : Unclear Seniority Key Skills Change Management, FMCG Sales, Business Objects, Claims Investigation, ERP, ACCA Experience: years Vacancy: 1 #J-18808-Ljbffr
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 member of the Personal and Business Banking team, you’ll work in a fast-paced Banking Centre where you’ll make a meaningful difference in our clients’ lives. As a Financial Services Representative, you’ll foster key relationships with clients, understand their financial and personal goals, provide informative and tailored service, and recommend the right products and solutions that will help their financial success. You’re flexible to work our banking centre hours which may include evenings and weekends. To help deliver a great client experience, you’re flexible to work at multiple banking centres within a reasonable travel distance. 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 engagement - Meet with clients to understand their personal and business priorities, advise them on solutions, and provide a forward-looking financial plan. Use your knowledge of cash management, credit, investment and wealth protection to help clients meet their goals. Relationship building - Engage in marketing and outreach activities to show clients you value them and their communities. Grow your network, deepen existing relationships, and work as one team to ensure clients are connected to the right people and opportunities. Leveraging technology - Become a technology expert. Share your knowledge by introducing clients to our mobile banking applications, helping them to better manage their banking needs. Who you are 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. You’re goal oriented. You’re motivated by accomplishing your goals and delivering your best to make a difference. You know that details matter. You notice things that others don't. Your critical thinking skills help to inform your decision making. You’re passionate about people. You find meaning in relationships, and surround yourself with a diverse network of partners. You build trust through respect and authenticity. You love to learn. You’re passionate about growing your knowledge, and you know that there is no limit to what you can achieve. You’re a certified professional. You have current accreditation and good standing Mutual Funds License (Canadian Securities Course or Investment Funds In Canada). You can demonstrate 1 year experience in working with clients and achieving sales results. It’s an asset if you have prior banking experience in a similar capacity. 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 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-Dundas and Ossington Employment Type Regular Weekly Hours 37.5 Skills Client Service, Customer Experience (CX), Digital Literacy, Financial Products, Goal Planning, Group Problem Solving, Outbound Calls, Regulatory Requirements, Results-Oriented #J-18808-Ljbffr
An established industry player is seeking a passionate Financial Services Representative to join their Personal and Business Banking team. In this dynamic role, you will engage with clients to understand their financial goals and provide tailored solutions that enhance their banking experience. You'll leverage technology to introduce clients to innovative banking applications while building meaningful relationships within the community. This position offers a supportive environment where your strengths and ambitions are prioritized, ensuring you can thrive and make a significant impact in clients' lives. If you are motivated by helping others and eager to grow your career, this opportunity is perfect for you.
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