Financial Services Representative II – CIBC – Vancouver, BC

Company: CIBC

Location: Vancouver, BC

Expected salary:

Job date: Sat, 24 May 2025 04:23:10 GMT

Job description: , investment and wealth protection to help clients meet their goals. Relationship building – Engage in marketing and outreach… Weekly Hours 37.5 Skills Client Service, Customer Experience (CX), Digital Literacy, Financial Products, Goal Planning…

Director, CGAM Brand and Sales Enablement – CIBC – Toronto, ON

Company: CIBC

Location: Toronto, ON

Expected salary:

Job date: Thu, 22 May 2025 03:11:48 GMT

Job description: 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 visitWhat You’ll Be DoingThe Digital, Marketing & Communications, business team is a strong support for the CIBC Global Asset Management (CGAM) business, enabling CIBC’s core purpose: to help make our clients’ ambitions a reality by delivering services and products ensuring long-term growth.Reporting to the Executive Director CGAM Marketing, this role is accountable for the development and delivery of Brand marketing initiatives (driving awareness and consideration of CGAM), and Sales Enablement initiatives (sales campaigns for different advisory groups, sales tools, and support) – supporting advisors and clients in achieving their financial ambitions with insights, education, expert perspectives and marketing planning that closely aligns with CGAM’s overall strategy and priorities.Working in close partnership Digital, Product, Portfolio, and Sales teams the incumbent is responsible for leading the development and implementation of programs and campaigns with an understanding of the business priorities and imperatives.At CIBC we enable the work environment most optimal for you to thrive in your role. Details on your work arrangement (proportion of on-site and remote work) will be discussed at the time of your interview.How You’ll Succeed

  • Data & Insights/Analytics/Research- You will be responsible for developing key client insights and data structure to identify opportunities that cultivate new growth opportunities, coaching and guiding the respective teams to deliver client-centric, value-add results. Conduct and deliver analysis that presents comprehensive views on business challenges and support recommendations, approaches and solutions; convince / influence stakeholders to adopt recommendations or new approaches.
  • Media and Agency Strategies – Deep understanding of the marketing funnel, driving measurable sales through appropriate media leading to digital channels and solutions.
  • Sales Effectiveness and Marketing – Understanding the sales cycles for different advisory groups, and the investment purchase cycles for investors with and without an advisory relationship. Leading internal and external sales campaigns and growth strategies to improve the sales team’s effectiveness and scale, including the development of sales tools and support for end client relationships (workshops, brochures, decks etc.).
  • Relationships Building- Work collaboratively with groups across CIBC such as Corporate Communications and Enterprise Brand to develop public relations and brand strategies that help elevate the CGAM brand. Develop strong strategic partnerships with leaders across CIBC including: Retail Bank channel, Wood Gundy, Private Wealth Management, Imperial Service, Corporate Communications, CIBC Asset Management and Regulatory/Oversight teams.
  • Leadership – Coach and mentor the brand and sales enablement team. Attract and retain high performance staff. Develop a trusted working relationship with the sales force and other areas of the marketing group.
  • Campaign Management- Responsible for the strategy and execution of brand and sales enablement marketing campaigns in order to elevate the CGAM brand, demonstrate strong partnership with key partner groups and drive incremental sales and AUM growth.

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 are a strong contributor to the client journeys and experience strategies and implementation models.
  • 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 and will lead the Private Wealth business marketing for multiple sub-businesses Wood Gundy, Private Banking, CPIC, and Trust and Estate.
  • You have knowledge in Data & Insights/Analytics/Research .
  • You can demonstrate experience in media and campaign strategies supporting the Brand, Marketing and to elevate the expertise of each sub-business/advisors and can be a strong contributor in key areas such as: the client journeys, experience strategies, implementation models, marketing planning, strategic funding process and cycles.
  • Values matter to you. You bring your real self to work and you live our values– trust, teamwork and accountability.

#LI-TAWhat CIBC OffersAt 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 conditionsWhat you need to knowCIBC 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 contactYou need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.We may ask you to complete an attribute-based assessment and other skills tests (such as simulation, coding, French proficiency, MS Office). Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us.Job Location Toronto-81 Bay, 12th FloorEmployment Type RegularWeekly Hours 37.5Skills Analytical Thinking, Campaign Development, Communication, Customer Engagement, Leadership, Marketing Campaign Analysis, Marketing Planning, Operational Efficiency, People Management

CIBC is seeking passionate professionals to join their relationship-oriented bank, particularly within the Digital, Marketing & Communications team supporting CIBC Global Asset Management (CGAM). The position involves developing brand marketing initiatives and sales enablement strategies to help clients achieve their financial goals.

Key responsibilities include:

  • Data Insights: Analyzing customer data to identify growth opportunities and deliver actionable recommendations.
  • Media Strategies: Utilizing marketing funnels to enhance sales through digital channels.
  • Sales Support: Understanding sales cycles and leading campaigns to improve effectiveness.
  • Relationship Building: Collaborating with various CIBC teams to elevate the CGAM brand.
  • Leadership: Mentoring team members and fostering a high-performance culture.
  • Campaign Management: Executing marketing campaigns that drive brand awareness and growth.

Ideal candidates prioritize client needs, value relationships, possess analytical skills, and have experience in marketing strategies. CIBC promotes an inclusive work environment and offers competitive benefits to support employee growth. The role is based in Toronto with flexible work arrangements available.

Senior Director, National Office Communications, Personal Banking & Imperial Service – CIBC – Toronto, ON

Company: CIBC

Location: Toronto, ON

Expected salary:

Job date: Thu, 22 May 2025 05:24:30 GMT

Job description: 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 visitWhat you’ll be doingReporting to the SVP, National Office, Personal Banking & Imperial Service, the Senior Director, National Office Communications will focus several key areas. This individual in this role will provide thought leadership and expertise in frontline communications and will ensure the effective and thoughtful delivery of all frontline communications to team members in Personal Banking & Imperial Service. They will work collaboratively with leaders in Personal Banking & Imperial Service to drive awareness of our value proposition including creating an understanding of the advice and support that we offer to clients at all service levels / offerings.In addition, the Senior Director will work collaboratively with the Mass Market and Mass Affluent Client Strategies team, eCRM Enablement Team, CIBC Asset Management, Digital, Marketing and Communication and Product Teams to ensure strategic alignment. They will provide content and thought leadership and drive improved advisor efficiency by utilizing expert advice with both push and pull methods to enhance the wider client experience. This role will continue to humanize our advice and support with stories for both internal audiences and our clients, and will partner with the appropriate teams to leverage social media programs to drive increased client acquisition.Lastly, the Senior Director will help to drive growth by providing business development support including through events and experiences, bringing to life hybrid advice opportunities by offering insights, tips and offers through digital channels.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

  • Internal Communications: This position will develop and maintain the internal communications strategy, ensuring that business objectives are effectively translated into communications priorities. You will provide communications support to key business initiatives which may include: Communication writing, editing, proofing and formatting; Communication logistics, execution and deployment; Research and analysis; Presentation and event development. This position will write and deliver complex issues related or business strategy presentations and multi-stakeholder communications, identify and manage reputational risks, and will ensure that all internal communications meet internal brand standards and are published simultaneously in English and French. The Senior Director will lead the development of frontline communications that support the Incident Response process ensuring that the communications accurately convey appropriate frontline procedures and actions. This may require the need to balance the input of multiple stakeholders against compressed and/or urgent timelines.
  • Project Communications: You will develop communication and go-to-market strategies to support specific projects and/or programs that may impact Personal Banking, Imperial Service and/or Specialized Advice. In addition, the Sr. Director will collaborate with multiple stakeholders to write, edit and deliver complex presentations and multi-stakeholder communications, while identifying and managing reputational risks.
  • Content Strategy: This role will elevate the Imperial Service value proposition and CIBC value of advice/relationships widely through social and digital campaigns, client story video series, SEO through digital representation and positioning, and Globe & Mail content partnership. You will continue to evolve the advisor marketing site to include content and resources aimed at providing sales lead support, boosting local outreach, pipeline growth and client engagement​. The Sr. Director will develop a robust content strategy that creates relatability and positions CIBC as the bank of choice among mass affluent Canadians that can be leveraged, adapted, and scaled across all clients and segments. Additionally, the role will promote CIBC though leadership experts, aligned to client needs and business priorities and distribute across multiple channels leveraged by both advisors and clients. (articles, videos, podcasts).
  • Advice & Sales Enablement: The individual in this position will develop key messaging, create comprehensive content and provide general communications support for the 120 Day Focus Period launch. Lead the development of frontline sales and operational effectiveness resources including “Your News Now”, Imperial News, Monthly Toolkit, etc., driving towards the business priorities for the 120 Day Focus Period launch.
  • Digital Activation: You will collaborate with the CIBC.com team to elevate the digital client experience on CIBC.com to highlight the benefits of Personal Banking and Imperial Service and more widely showcasing the value of advice and relationships at CIBC, enhancing the visual Brand identity, and optimizing to a needs-based user journeys. In addition, the Sr. Director will work to increase CIBC brand exposure and awareness of Imperial Service through various lead generation tactics such as programmatic ads, paid search, advisor social media pilot, lead test and learn strategies.
  • Business Development: This will role will showcase timely and targeted thought leadership from CIBC and industry experts through a combination of impactful virtual and live events designed to deepen client relationships by providing access to financial education, market/economic updates. You will curate unique experiences that demonstrate client appreciation and generate opportunities for advisors to engage with their clients, leveraging additional client hosting opportunities from Sponsorship. The Senior Director will scale these across the needs and service levels across the bank. You will build local level content to support national roadshows and ensure all clients get access to advice content being delivered by CIBC experts. The role will also create a library of seminars advisors can leverage to engage with clients in branch and host their own in person events.
  • People Management: The Sr. Director will provide leadership and effective management of business unit staff to influence employee commitment to the organization, to the team, and to their job. You will set appropriate context when assigning work to ensure that individuals’ roles support the achievement of the business unit’s priorities and CIBC’s overall goals. In addition, this role will build team and individual capabilities by providing development opportunities such as job shadowing, special projects, and training. You will manage performance by providing fair and accurate formal and informal feedback, identifying and removing obstacles to performance and by explaining how performance expectations align with business priorities. This role will create a positive work environment and being an effective role model by championing innovative spirit and CIBC’s mission, vision and values. You will ensure compliance with policies, standards, guidelines and controls by applying the policies and controls fairly and consistently so employees understand what to expect. Lastly, you will hire the right people in the right jobs to align individual capabilities with job requirements and business unit goals.

Who you are

  • University degree in Communications and/or equivalent experience.
  • Expert knowledge of communications principles and expert communications writing and presentation development skills.
  • Well-developed and proven ability to develop and implement effective business development strategies, building on existing opportunities and identifying net opportunities.
  • Well-developed knowledge of digital marketing strategies, including Search Engine Optimization (SEO), Search Engine Marketing (SEM), social media and email marketing.
  • Proven ability to develop and execute comprehensive digital activation strategies aligned with business goals.
  • Well-developed and proven influencing and negotiating skills sufficient to achieve desired outcomes with internal stakeholders and more senior management.
  • Well-developed and proven change management skills sufficient to communicate, inspire and build commitment in order to successfully lead a team through change.
  • Well-developed and proven problem solving & decision making required as part of interactions with internal partners.
  • Well-developed and highly effective communication skills sufficient to prepare and deliver presentations and proposals to internal partners and community stakeholders.
  • Well-developed time management skills and the ability to manage multiple competing priorities.
  • Comprehensive knowledge of financial services practices and principles sufficient to interpret and analyze complex concepts and apply these in innovative ways.
  • Well-developed ability to anticipate needs of senior and executive management / business leaders by keeping abreast of current trends and issues and their implications for the business unit.
  • Values matter to you. You bring your real self to work and you live our values – trust, teamwork, and accountability.

#LI-TAWhat CIBC OffersAt 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 conditionsWhat you need to knowCIBC 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 contactYou 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, 24th FloorEmployment Type RegularWeekly Hours 37.5Skills Communications Support, Cross Functional Projects, Efficiency Improvements, External Communication, Internal Communications, Marketing, Partnership Management, People Management, Prioritization, Strategic Communication Planning

CIBC is developing a relationship-oriented bank focused on modern client needs, and is looking for dedicated professionals to join their team. The Senior Director of National Office Communications will report to the SVP of Personal Banking & Imperial Service, leading internal and project communications, content strategy, and business development efforts. This role prioritizes enhancing client experience through effective communication and strategic alignment with various internal teams. Key responsibilities include managing frontline communications, developing digital activation strategies, and fostering a positive team environment. Candidates should possess strong communication, marketing, and people management skills. CIBC emphasizes an inclusive work culture and offers various benefits to support employee growth and well-being.

CIBC – Senior Manager, Risk Regulatory Initiatives – Toronto, ON

Company: CIBC

Location: Toronto, ON

Expected salary:

Job date: Sat, 10 May 2025 02:44:55 GMT

Job description: 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 visitWhat you’ll be doingAs a Senior Manager on the French Language Policy oversight team, you will be responsible for ensuring compliance with CIBC’s French Language Policy and related enterprise-wide initiatives, providing expertise and guidance to ensure governance and controls across CIBC. You will ensure oversight mechanisms are in place to address the evolving regulatory landscape as it pertains to respecting the provincial and federal language laws, in Canada (Official Language Act, C-13) and in Quebec (Quebec’s Charter of French Language, Law 14/Bill 96). You will be responsible to maintain, communicate and enforce CIBC’s French Language Policy and establish controls to ensure compliance with those regulatory requirements, new or amended. The purpose of this role is to set these standards and govern them across the enterprise, to ensure action plans and programs are in-place and executed upon, and to continue to operationalize our target operating model. In addition, you will be consulted on various regulatory compliance or business initiatives related to the French language requirements, including the development of controls, and the review and update of policies and procedures.At CIBC we enable the work environment most optimal for you to thrive in your role. Details on your work arrangement (proportion of on-site and remote work) will be discussed at the time of your interview.How you’ll succeed

  • Relationship management – Work with impacted business units to identify key and non-key controls, policies and procedures to mitigate regulatory compliance risk
  • Regulatory oversight – Identify applicable regulatory requirements, monitor changes and compliance with the requirements, and communicate proposed, new and amended regulatory requirements to impacted business units and Compliance
  • Advocate – Work with CIBC’s Francization Committee to advocate for French Language across CIBC in order to recognize its status as an integral component of Canada’s culture and heritage and maintain CIBC’s French Language Certificate designated by Quebec’s French Language Regulator, Office Québécois de la langue française (OQLF)
  • Advisory – Act as the enterprise authority on French Language at CIBC and promote adherence to the policy by consulting with business units to ensure policy requirements are embedded into processes, procedures and initiatives

Who you are

  • You can demonstrate your experience in enterprise regulatory compliance management and have a strong understanding of the regulatory requirements related to the French language in Quebec and the Official Languages Act in Canada.
  • You embrace and advocate for change. You continuously evolve your thinking and the way you work in order to deliver your best.
  • You know that details matter. You notice things that others don’t. Your critical thinking skills help to inform your decision making.
  • Your influence makes a difference. You know that relationships and networks are essential to success. You inspire outcomes by sharing your expertise.
  • 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.
  • Values matter to you. You bring your real self to work and you live our values – trust, teamwork and accountability

What CIBC OffersAt 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 conditionsWhat you need to knowCIBC 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 contactYou 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 FloorEmployment Type RegularWeekly Hours 37.5Skills Analytical Thinking, Control Frameworks, Decision Making, Group Problem Solving, Operation Risk Management, Regulatory Compliance, Regulatory Requirements, Risk Analytics, Risk Assessments, Risk Compliance, Risk Governance, Risk Management

CIBC – Associate, Real Estate Finance – Toronto, ON

Company: CIBC

Location: Toronto, ON

Expected salary:

Job date: Sat, 10 May 2025 05:25:03 GMT

Job description: 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 visitWhat You’ll Be DoingCIBC Real Estate Finance Division focuses exclusively on providing financing to real estate companies on both an interim/construction and term basis across Canada. Our team is comprised of experienced real estate professionals with offices located in Vancouver, Calgary, Edmonton Toronto, Ottawa, London, Hamilton and Montreal. We apply industry expertise to offer full-service financial solutions to real estate companies and users across Canada. Through working closely with Relationship Managers within CIBC’s Real Estate Finance Division, the successful candidate will gain experience in both real estate interim and term lending and the management of key client relationships. The Associate will provide a broad range of analytical and research support to a team who is dedicated to helping the Associate achieve their professional
goals. The incumbent will be involved with a variety of projects to expose them to various aspects of loan underwriting, credit analysis, and portfolio management.At CIBC we enable the work environment most optimal for you to thrive in your role. To successfully perform the work, you’ll have the flexibility to manage your work activities within a hybrid work arrangement where you’ll spend 2-3 days per week on-site, while other days will be remote.How You’ll SucceedResearch & Analysis – Responsible for conducting in-depth company, industry, and portfolio analysis. Assist in performing risk assessments for existing and new credit arrangements through completing financial statement analysis, sensitivity and scenario analysis, valuation of different asset classes (ex. office, retail, residential, industrial, etc.) and reviewing third party reports (ex. environmental reports, appraisals, etc.).Collaboration – Making informal and formal presentations to senior management to discuss deal structuring as a part of the deal team. Collaborating with internal risk partners to analyze key risks and mitigation strategies in existing and new credits.Client Service – Fulfill day-to-day requests of a portfolio of clients alongside the Relationship Manager. Proactively assess clients’ needs, propose solutions, and execute as instructed by the client. Play a key role in the preparation of client proposals and information memoranda. Attend client events, meetings, and site visits to further develop key client relationships.Business Development Support – Play an integral role in the end-to-end processing of a loan (i.e. from structuring to funding). Collaborate with various teams and departments to fulfill day-to-day tasks such as loan processing, opening of deposit accounts including signing authorities, non/negotiable securities, and the review of cash management arrangements.Who You AreYou have a degree in Business, Finance, Economics, or related field.You’re motivated by collective success. You are a team player and have the ability to work well within a group setting. 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 put our clients first. You have strong client and relationship management skills. You engage with purpose to find the right solutions.You can demonstrate experience in financial statements and accounting principles in order to assess lending risk, with specific emphasis on the real estate industry.You’re goal oriented. You are motivated by accomplishing your goals and delivering your best to make an impact. You demonstrate an aptitude for business development (sales) skills.Values matter to you. You bring your real self to work, and you live our values – trust, teamwork, and accountability.#LI-TAWhat CIBC OffersAt 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 conditionsWhat you need to knowCIBC 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 contactYou 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, 10th FloorEmployment Type RegularWeekly Hours 37.5Skills Business Banking, Business Development, Client Service, Customer Experience (CX), Lending, Portfolio Management, Preparation of Financial Reports, Real Estate Financing, Researching

Financial Services Representative – CIBC – Toronto, ON

Company: CIBC

Location: Toronto, ON

Expected salary:

Job date: Fri, 16 May 2025 03:19:24 GMT

Job description: 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 visitWhat you’ll be doingAs 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 OffersAt 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 conditionsWhat you need to knowCIBC 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 contactYou 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-Eglinton and BrimleyEmployment Type RegularWeekly Hours 37.5Skills Client Service, Customer Experience (CX), Digital Literacy, Financial Products, Goal Planning, Group Problem Solving, Outbound Calls, Regulatory Requirements, Results-Oriented

CIBC is developing a relationship-focused bank aimed at the modern world, seeking dedicated professionals passionate about client success. As part of the Personal and Business Banking team, Financial Services Representatives will work in fast-paced banking centers, building meaningful relationships with clients, understanding their financial goals, and recommending tailored solutions.

Key responsibilities include client engagement, relationship building, and leveraging technology to enhance customer experience. Candidates should be client-oriented, goal-driven, detail-oriented, people-focused, and eager to learn. Relevant qualifications include a Mutual Funds License and at least one year of client-related experience.

CIBC values employee growth, offering competitive salaries, incentive pay, benefits, and a supportive work culture. They are committed to inclusivity and providing an accessible candidate experience. Job locations include Toronto-Eglinton and Brimley, with regular hours of 37.5 per week.

CIBC – Financial Planning Consultant – Vaughan, ON

Company: CIBC

Location: Vaughan, ON

Expected salary:

Job date: Tue, 13 May 2025 06:10:46 GMT

Job description: 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 visitWhat you’ll be doingYou will be part of CIBC’s Financial Planning and Advice team, which offers comprehensive financial planning and specialized wealth planning strategies to CIBC’s clients, including estate planning, business transition planning, tax minimization strategies, protection planning and philanthropy. As a CIBC Financial Planning Consultant, you will be accountable for providing expert financial planning counsel that specializes in wealth management solutions working in partnership with CIBC banking centre based advisors for their clients. The team operates within the Canadian Investment Regulatory Organization (CIRO). Each Financial Planning Consultant will be accredited with their Certified Financial Planning designation (CFP) with Financial Planning Canada and in Quebec the (IQPF) designation.At CIBC we enable the work environment most optimal for you to thrive in your role. Details on your work arrangement (proportion of on-site and remote work) will be discussed at the time of your interview.How you’ll succeedProduct Knowledge and Support – Provide subject matter expertise of industry, economic and market impact on the business, legislation, competitors, regulators, trends, etc. typically acquired through 7 – 10 years of financial advisory/sales experience with high net worth clients. Extensive investment knowledge and expertise and strong understanding of markets sufficient to respond to detailed and complex inquiries from a sophisticated, knowledgeable and high net-worth client group.Analysis – Engage with clients in a discovery advice conversation to understand, define and analyze their priorities and family dynamic, identifying opportunities to optimize financial planning strategies to build wealth and recommend solutions that align. Analyze clients financial situation and investment portfolios and align recommendations to clients goals. Prepare and present holistic financial plans using CIBC financial planning tools that encompass retirement, education, intergenerational estate considerations while incorporating future income requirements and consideration.Service Focus – Provide clients insights on the current economic and market environment and the effect on their investment portfolios. Educate Advisors and relationship managers about the role and the value proposition of the Financial Planning Consultant utilizing strong interactive and presentation skills to convey both factual and conceptual information.Partnership – Share results of client discussions and coordinate the delivery of products/services sold with the relationship manager. Identify opportunities to make referrals to other CIBC subsidiaries involved in client asset management and discuss with the relationship manager.Collaboration – Work as a team with relationship managers within the banking centre network in order to identify current and potential High Value Clients with investment, business transition and estate planning needs and obtain referrals. Conduct regular information sessions/seminars for relationship managers.Who you areYou’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 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 act like an owner. You thrive when you’re empowered to take the lead, go above and beyond, and deliver results.You are a certified professional. You have completed the Canadian Securities Course (CSC). Conduct and Practices Handbook Course (CPH) is an asset. Status of Registered Representative (if required) or status of IIROC. Successful designation of CFP (Certified Financial Planner) is required. If in Quebec, the (IQPF) designation is required.You have knowledge. Investment knowledge and expertise and strong understanding of markets sufficient to respond to detailed and complex inquiries from a sophisticated, knowledgeable and high net-worth client group.Values matter to you. You bring your real self to work and you live our values – trust, teamwork, and accountability#LI-TAWhat CIBC OffersAt 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 conditionsWhat you need to knowCIBC 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 contactYou 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, 21st FloorEmployment Type RegularWeekly Hours 37.5Skills Analytical Thinking, Client Service, Customer Experience (CX), Financial Advising, Investment Planning, Investment Products, Retirement Planning, Work Collaboratively

CIBC – Associate, Client Services – 6 month term – Toronto, ON

Company: CIBC

Location: Toronto, ON

Expected salary:

Job date: Wed, 14 May 2025 05:51:08 GMT

Job description: 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 visitWhat You’ll Be DoingAs an Associate, Business Effectiveness, you will conduct Anti-Money Laundering/Know Your Client (AML/KYC) due diligence and complete related projects and initiatives by understanding the Enterprise policies and standards pertaining to AML/ATF, regulatory and tax reporting requirements. You’ll be accountable for successfully completing all assignments and delivering high-quality results as per the agreed-upon objectives and timelines. The primary objective is to onboard Capital Markets Institutional clients, and the deliverables will be centered around the collection of KYC information and detailed analysis through AML due diligence on counterparties and those associated with the counterparties.At CIBC we enable the work environment most optimal for you to thrive in your role. Details on your work arrangement (proportion of on-site and remote work) will be discussed at the time of your interview.How You’ll SucceedClient Service: You’ll follow client service procedures and processes to ensure accurate, smooth, and seamless onboarding for Capital Markets clients. If needed, you’ll reach out to front office clients, requesting documentation for onboarding or review purposes. Following up with the client to obtain all documentation and disseminate relevant information to the respective internal teams may also be required.Collaboration: You’ll serve as the single point of contact for front office sales and internal departments (e.g. Credit, Legal, Operations etc.) on assigned cases/clients. In addition, you’ll need to keep open lines of communication to coordinate with the business supervisor and responsible teams, to complete their respective tasks in the client onboarding system in order to bring all onboarding cases to completion on a timely basis. At times you will assist the regional Client Services teams to complete high priority projects/ initiatives.Due Diligence: You’ll conduct research and obtain document requirements for the initiation of onboarding, offboarding as well as remediation works. You’ll ensure correct data is set-up for the client in systems and application(s). With your high level of knowledge of Capital Markets business products as well as AML/KYC standards primarily in Canada, the US and UK; you’ll partner with peers to deliver accurate information on AML requirements and timely onboarding to ensure excellent client and employee experience. You will need to be able to quickly assess factors that affect the client’s AML risk and rating profile through research in order to make timely decisions and take appropriate action as necessary for high risk clients.Who You AreYou have a degree or diploma in Business Administration or Economics; Certified Anti-Money Laundering Specialist certificate (CAMS) is preferred.You can demonstrate knowledge and experience in Capital Markets infrastructure, applications, and businesses/products.You put our clients first. You focus on delivering a seamless and smooth client experience regardless of the complexity of the Capital Markets internal infrastructure. You have a strong sense of accountability when it comes to the client experience and end-to-end client onboarding processes. When required, you address conflicts and escalate client issues in a timely manner in order to find the best solution for the client.You act like an owner. You enjoy investigating complex problems and making sense of information. You have strong problem solving skills, research skills, have a high attention to detail, and you know how to deliver results in an environment that has numerous stakeholders.Your influence makes a difference. You know that relationships are the key to success and you can successfully influence individuals and communicate effectively at all levels of the organization. You can influence a team to reach performance metrics and service level agreements in an effective manner.You’re digitally savvy. You seek out innovative solutions and embrace evolving technologies. You have strong working experience with Microsoft Word, PowerPoint, and Excel. Experience working with Fenergo and WorldCheck is an asset.You’re goal oriented. You’re motivated by accomplishing your goals and delivering your best to make a difference. You bring a can-do attitude with a passion for driving solutions and overcoming obstacles.Values matter to you. You bring your real self to work and you live our values – trust, teamwork, and accountability.#LI-TAWhat CIBC OffersAt 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 work to recognize you in meaningful, personalized ways including a competitive compensation, a banking benefit*, wellbeing support and additional offers such as employee and family assistance programs 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.*Subject to program terms and conditionsWhat you need to knowCIBC 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 contactYou need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permitWe 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.Expected End Date 2025-12-01Job Location Toronto-161 Bay St., 9thEmployment Type Temporary (Fixed Term)Weekly Hours 37.5Skills Analytical Thinking, Auditing, Business Effectiveness, Capital Markets, Client Onboarding, Client Service, Customer Experience (CX), Detail-Oriented, Strategic Initiative, Teamwork