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

CIBC – Analyst, Client Services, Capital Markets – Toronto, ON

Company: CIBC

Location: Toronto, ON

Expected salary:

Job date: Fri, 16 May 2025 01:41:22 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 Client Services (CS) team holds a global mandate for client onboarding within the Capital Markets lines of business. The team is primarily responsible for managing the end-to-end client onboarding activities, including the collection of client data for record keeping purposes through research and/or interaction with front office and clients. The Client data is captured in the client onboarding system together with supporting documentation to meet the Anti-Money Laundering/Know Your Client (AML/KYC) Regulations. Accurate client data is essential for Regulatory and Tax reporting.Reporting to the Director/team leader, you will execute the end-to-end client onboarding activities for new clients and conduct regular and adhoc AML risk review activities for existing clients. You will also participates in Capital Markets strategic initiatives under the leadership of the Head of CS.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 3 days per week on-site, while other days will be remote.How You’ll SucceedClient Engagement: You adhere to Client Services Procedures and Processes to ensure accurate, efficient, and seamless onboarding for Capital Markets clients. You are required to conduct research to determine document requirements for onboarding, offboarding as well as remediation efforts. Part of your responsibilities will be to engage the front office or clients to collect necessary documentation, ensuring alignment with AML regulations and promoting a business and client experience. It is important to ensure timely follow ups with clients to secure all required information and share relevant details with internal or external stakeholders. You will accurately input and maintain client data in systems and application(s). Acting as the primary point of contact for front office and internal teams (e.g. Credit, Legal, Operations etc.). In addition, coordinate with business sponsor/supervisor to ensure that all onboarding tasks are completed promptly.Accountability: You demonstrate commitment to continuous learning, maintaining a high level of knowledge of Capital Markets business products as well as AML/KYC standards primarily in Canada, the US and UK. You will conduct thorough research to understand documentation requirements for onboardings and other adhoc reviews. You will be required to apply sound judgement to make timely decisions and take necessary action, especially when handling high-risk or restricted clients. You will support regional Client Services teams with high priority onboards, projects/ initiatives, as needed. Operate effectively in a fast-paced and high-demand environment where priorities can shift quickly. It is expected that you have full accuracy and a high attention to detail during AML Due Diligence and data management initiatives, and avoid findings in audit reviews.Teamwork and Trust: You will be working in a dynamic team environment where maintaining effective communication, collaboration, sharing of skills and knowledge is critical. You need to be comfortable working within a challenging environment and capable of managing high priorities that can shift to ensure an excellent customer and stakeholder experience. Adhere to Client Services Procedures and Processes to ensure compliance with policies and assist team members with special projects and temporary assignments.Who You AreYou’re committed and put our clients first. You focus on delivering a seamless and smooth “customer experience” regardless of the complexity of the Capital Markets internal infrastructure and you are vigilant in delivering results, with strong attention to detail, and focus on overcoming obstacles.You’re knowledgeable and experienced. You have a financial background and a minimum 1 year of experience in AML / KYC, Dodd-Frank and OTC reporting preferably in a function related to Capital Markets and customer-facing role. You work with Microsoft Word, PowerPoint and Excel. Fluency in Spanish and/or Portuguese is an asset.You’re goal oriented. You have a “can do” attitude with a passion for driving solutions and a sense of urgency to prioritize and multi-task. You provide strong results-orientation that includes adherence to policies, procedures and deadlines while maintaining high quality results/output. You address conflicts and escalate issues, where appropriate.You’re passionate about people. You are confident and professional when communicating with customers, sales & trading and all levels of the organization including your teammates.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-161 Bay St., 9thEmployment Type RegularWeekly Hours 37.5Skills Analytical Thinking, Anti-Money Laundering (AML), Business Analysis, Business Effectiveness, Capital Markets, Client Onboarding, Communication, Data Management

Associate Financial Advisor – CIBC – Toronto, ON

Company: CIBC

Location: Toronto, ON

Expected salary:

Job date: Thu, 15 May 2025 04:12:37 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 an Associate Financial Advisor, you’ll form a deep understanding of your personal and small business clients’ needs as you recommend simple, personalized solutions that will help them achieve their financial goals. You’ll manage, either individually or as part of a team, a portfolio of mortgage clients where the focus is on deepening the client relationship. 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 succeedClient engagement – Meet with clients to understand their personal and business priorities, advise them on solutions, and provide a forward-looking financial plan. Ensure clients’ investment, financial and credit related needs are met by providing a comprehensive retail banking offer or by making a formal introduction to the appropriate Imperial Service and Business Banking colleagues.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.Business development – Create relationships by networking with clients’ families and friends to uncover opportunities and refer to appropriate partners. Call both existing and potential clients to identify opportunities for future growth and revenue. Engage in community and banking centre events such as business development events, client acknowledgement programs and client appreciation day to create and enhance CIBC presence and gain market share.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 areYou 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 connect with others through respect and authenticity.You love to learn. You’re passionate about growing your knowledge. You have a strong sense of curiosity.You can demonstrate 2 – 3 years experience in providing financial advice to clients and achieving sales results through advice-based conversations.You’re a certified professional. You have current accreditation and good standing in Mutual Funds License (Canadian Securities Course or Investment Funds in Canada) and must meet eligibility requirements for CIRO-MFD licensing. It’s an asset if you have current accreditation and good standing in CFSA (Certificate of Financial Services Advice).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-Yonge & BloorEmployment 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 client, seeking passionate professionals to enhance client experiences. As an Associate Financial Advisor in the Personal and Business Banking team, you will work in a dynamic environment, assisting clients with personalized financial solutions and managing mortgage portfolios. The role emphasizes client engagement, relationship building, business development, and leveraging technology.

Ideal candidates should have 2–3 years of financial advising experience, relevant certifications, and a strong client-first mindset. CIBC values diversity, ambition, and workplace equity, offering competitive compensation, benefits, and training opportunities to support employee growth. The bank encourages a culture of inclusion and has various measures in place for accessibility during the application process.

CIBC – Analyst, Client Services – 12 month term – Toronto, ON

Company: CIBC

Location: Toronto, ON

Expected salary:

Job date: Fri, 16 May 2025 01:14:37 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 Analyst, Business Effectiveness, you will conduct Anti-Money Laundering/Know Your Client (AML/KYC) due diligence and complete related projects/initiatives by understanding the enterprise policies and standards pertaining to AML/ATF, regulatory and tax reporting requirements. Reporting to the Director of Client Services, you will 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 Services Procedures and Processes to ensure accurate, smooth, and seamless remediation for Capital Markets clients. If needed, you’ll reach out to front office and/or 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 collaborate with other teams to coordinate communication with front office sales and internal departments (e.g., Client Management Services, 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 cases to completion on a timely basis.Due Diligence: You’ll conduct research and obtain document requirements for the remediation works. You’ll ensure correct data is captured in the client onboarding system and the required documents are uploaded to the same system as per requirements. With your high level of knowledge of Capital Markets business products as well as AML/KYC standards primarily in Canada, you’ll partner with peers to deliver accurate information on AML requirements and timely remediation to ensure excellent client and employee experience. You will need to be able to quickly assess factors that affect the client’s AML risk rating/profile through research in order to make timely decisions and take appropriate action as necessary for high-risk clients, while escalating any issues that require higher-level decisions to the remediation Associate and/or Team Leader.Who You AreYou have a degree or diploma in Business Administration or Economics; Certified Anti-Money Laundering Specialist certificate (CAMS) is an asset.You can demonstrate knowledge and experience in AML / KYC for Capital Markets clients as well as Capital Markets infrastructure, applications, and businesses / products. Knowledge of Canada AML/ATF requirements and of Capital Markets products is preferred.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 the 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, researching skills, and very 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 or similar systems 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 2026-05-29Job Location Toronto-161 Bay St., 9thEmployment Type Temporary (Fixed Term)Weekly Hours 37.5Skills Analytical Thinking, Auditing, Business Effectiveness, Capital Markets, Client Service, Customer Experience (CX), Detail-Oriented, Teamwork

Financial Services Representive – CIBC – Toronto, ON

Company: CIBC

Location: Toronto, ON

Expected salary:

Job date: Thu, 15 May 2025 22:04:11 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 establishing a relationship-oriented bank, seeking passionate professionals to enhance client interactions. The role of a Financial Services Representative within the Personal and Business Banking team involves fostering client relationships, offering tailored financial solutions, and engaging in marketing efforts. Representatives must work flexible hours, including evenings and weekends, and may travel between various banking locations.

Key responsibilities include:

  • Client Engagement: Understanding clients’ financial goals and providing tailored advice.
  • Relationship Building: Marketing services and deepening client relationships within the community.
  • Leveraging Technology: Educating clients on mobile banking tools.

Candidates should prioritize client needs, be goal-oriented, detail-oriented, passionate about building relationships, eager to learn, and hold the necessary financial qualifications and experience. CIBC values inclusivity and offers competitive benefits, career growth opportunities, and a supportive workplace culture. The position is based in Toronto, with a regular schedule of 37.5 hours per week.

Financial Services Representative II – CIBC – Toronto, ON

Company: CIBC

Location: Toronto, ON

Expected salary:

Job date: Fri, 16 May 2025 04:36:19 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 succeedClient 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 areYou 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-Victoria Park&SheppardEmployment 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-oriented bank aimed at meeting the needs of modern clients and is looking for passionate professionals to join their team. As a Financial Services Representative within their Personal and Business Banking team, you will engage with clients to understand their financial goals, provide tailored solutions, and build strong relationships. The role requires flexibility in working hours and locations.

Key responsibilities include client engagement, relationship building, and leveraging technology to enhance customer experiences. Ideal candidates are client-focused, goal-driven, attentive to detail, and enthusiastic about learning. A Mutual Funds License and at least one year of client-facing experience are preferred.

CIBC emphasizes employee growth by offering competitive salaries, benefits, and opportunities for professional development. They are committed to an inclusive work environment and provide accommodations throughout the application process. The role is based in Toronto with full-time hours of 37.5 per week.

Simplii Financial, Analytics Fall 2025 Co-Op (8-Months) – CIBC – Toronto, ON

Company: CIBC

Location: Toronto, ON

Expected salary:

Job date: Fri, 16 May 2025 06:38:20 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 doingAt Simplii Financial, we provide personalized, simple, yet flexible digital experiences for our clients, and accelerate revenue growth for our bank. Our client-centered approach builds relationships and improves sales and service through our digital and contact centre channels.As an Analytics Co-op, you’ll be promoting the value of data by optimizing our digital products and keeping our client experience improving at an accelerated pace. You will be a key member of the team responsible for managing and implementing data initiatives at Simplii. You will provide tactical insight, consultation and support to Digital programs and initiatives including building dashboards and tracking key metric movement.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.Important information

  • You are enrolled in a degree in STEM (Science, Technology, Engineering or Mathematics), Business, Commerce, or a related field at the time of the work term with a graduation of December 2026 or later.
  • Please include your resume (no more than 2 pages), a cover letter (no more than 1 page), and your most recent unofficial transcript with your application. These should all be uploaded into the Resume section of your application.
  • Location: Toronto.
  • Duration of Work Term: 8 months (September 2025 – April 2026).
  • 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.
  • Please note, applications are being reviewed on a rolling basis. We recommend getting your application in as soon as possible.

How you’ll succeed

  • Strategic Thinking Approach – Execute on our data strategy to implement analytics platforms that enable the extraction of insights that can help the business monetize on data assets captured.
  • Team Player – Collaboratively work with cross-functional teams across Digital, Sales, Strategy and Technology to ensure timely end to end enablement of data Marketing and Technology initiatives on our roadmap
  • Big Picture – Analyze and translate raw data from a variety of sources into performance metrics so that we can extrapolate insights and learnings that enhance the client experience. Create and manage KPI reporting and dashboards.
  • Relationship Building – Forge strong relationships with business and internal partners and stakeholders to effectively communicate objectives, data analysis, and solutions
  • Enablement – Strong acumen to understand business requirements, develop self-service dashboards, showcase key insights to stakeholders through impactful storytelling and visualization.

Who you are

  • You’re digitally savvy. You seek out innovative solutions and embrace evolving technologies. You can easily adapt to new tools and trends.
  • Your influence makes an impact. You know that relationships and networks are essential to success. You inspire outcomes by making yourself heard.
  • You act like an owner. You thrive when you’re empowered to take the lead, go above and beyond, and deliver results.
  • You look beyond the moment. You make decisions and take actions that will make a difference today and tomorrow. You proactively seek new solutions to overcome all obstacles.
  • You love to learn. You’re passionate about growing your knowledge, and you know that there is no limit to what you can achieve.
  • 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 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 2025-09-19Job Location Toronto-161 Bay St., 4thEmployment Type Temporary (Fixed Term)Weekly Hours 37.5Skills Analytics, Communication, Results-Oriented, Taking Initiative

CIBC is developing a relationship-oriented bank aimed at the modern client. They seek passionate professionals who prioritize client needs and contribute positively to the workplace. At Simplii Financial, the focus is on delivering personalized digital experiences and driving revenue growth through a client-centric approach.

The role of an Analytics Co-op involves optimizing digital products and enhancing client experiences by managing data initiatives. Responsibilities include providing insights, building dashboards, and collaborating with cross-functional teams. The position requires being enrolled in a STEM or related program with expected graduation in December 2026 or later, and it offers a hybrid work environment.

Successful candidates should demonstrate strategic thinking, teamwork, big-picture analysis, relationship building, and a strong understanding of business needs. CIBC values digital savviness, initiative, ability to adapt, and a commitment to learning and values.

CIBC offers competitive compensation, well-being support, and a focus on creating an inclusive work environment. Applications are reviewed on a rolling basis, with an emphasis on early submissions.