CIBC US

Administration

• Overseeing fund valuations, capital activity, pricing, audit coordination, and tax compliance for sponsored funds.
• Providing comprehensive investor relationship support and facilitating audits.
• Identifying and resolving operational issues while implementing controls.
• Training and mentoring junior analysts.
• Reviewing quarterly and monthly valuations for sponsored funds.
• Coordinating audit and tax reporting requirements.
• Managing key vendors associated with the sponsored funds.
• Participating in various ad hoc assignments and new projects to drive operational excellence.

Senior Analyst, Fund Administration – Alternative Assets

Financial Planning and Analysis

• manage and grow a dedicated client portfolio through key relationship management
• create comprehensive financial plans and provide exceptional client service
• expertly deliver on CIBC’s Imperial Service approach
• take responsibility for a large portfolio helping clients plan for today’s needs and tomorrow’s goals
• proactively engage with many new and existing clients to make lasting connections
• understand client goals, build their financial plan, and provide right advice for informed choices

Senior Financial Advisor – CIRO-ID

Risk

• Conducting Third Party due diligence assessments to identify potential risks
• Partner with line of business, Third Party suppliers, technology teams to identify potential risks
• Execute detailed Information Security risk assessments for key Third Party suppliers
• Conduct ongoing monitoring of these suppliers and provide detailed reporting/analytics
• Provide direction and remediation to Third Parties and business partners
• Maintain and manage third party risk database
• Build and present documentation to executive management
• Research, design, and implement security monitoring practices

Senior Consultant, Supplier Risk Management

• Meet with clients to understand personal and business priorities and provide tailored financial services
• Engage in marketing and outreach activities to show clients value and build relationships
• Leverage technology and introduce clients to mobile banking applications

Financial Services Representative

Bilingual

• Provide support to account teams through client acquisition, relationship management, and credit management processes
• Prepare analyses in support of credit submissions including structuring and documentation
• Proactively assess clients’ needs and propose solutions to meet those needs
• Interact with assigned clients to facilitate prompt responses to questions, enquiries or issues

Associate, Commercial Banking – Bilingual

• Provide expert financial planning counsel that specializes in wealth management solutions
• Collaborate with CIBC banking centre based advisors
• Analyze customer portfolios and prepare retirement/investment plans
• Educate customers about their investments and portfolios
• Maintain teamwork with relationship managers in the branch network

Financial Planning Consultant

• provide independent oversight of compliance with laws and regulations applicable to the investment fund manager and portfolio management/registered investment advisory business activities of CIBC Asset Management Inc. (CAMI)
• advise and report on the adherence to regulatory requirements, corporate policies, practices and ethics
• provide timely and proactive advice to help CAMI/CPIC fulfill their regulatory compliance responsibilities
• prepare annual compliance reviews and reporting
• assist in the design, establishment, and execution of regulatory compliance testing of CAMI/CPIC’s portfolio management/investment advisory business activities and identify key risk control gaps

Senior Compliance Officer, Asset Management – Investments and Trade Operations

• responsible for building and growing Wood Gundy client portfolios through dedicated relationship management, trusted investment advice and exceptional client service
• work closely with Investment Advisors to help manage portfolios and develop new business
• directly engage with high-net-worth clients to offer support, uncover business opportunities, and proactively improve the client experience
• enable the work environment most optimal for you to thrive in your role

Assistant, Investment Advisor – Bilingual

Administrative Assistant

• Provide administrative support to the Investment Advisor team
• Engage in administrative processes related to client files
• Conduct marketing and business development activities
• Connect personally with clients to enhance relationships
• Support Investment Advisors in responding to client requests

Administrative Assistant – Bilingual

• Provide best-in-class service with high net-worth, self-directed investing clients
• Educate clients on relevant trading policies and procedures
• Handle a large volume of calls and execute trades according to client instruction
• Maintain critical accuracy and strive for zero trading errors
• Assist the Premium Edge team in maintaining service levels and existing client books

Associate, Premium Edge – Bilingual

• Foster key relationships with clients to understand financial and personal goals
• Provide tailored service and recommend financial products
• Engage in marketing and outreach activities
• Introduce clients to mobile banking applications for better management of their needs

• Manage and grow a dedicated client portfolio through key relationship management
• Create comprehensive financial plans and provide exceptional client service
• Deliver on CIBC’s Imperial Service approach
• Proactively engage with new and existing clients to understand their goals
• Build financial plans using advanced CIBC tools
• Provide the right advice to help clients make well-informed choices

Customer Support

• work in a fast-paced Banking Center
• use your knowledge of financial services products to help clients
• answering questions, assisting with transactions
• proactively connecting clients with the right team members

Senior Analyst, Fund Administration – Alternative Assets

Senior Financial Advisor – CIRO-ID

Senior Consultant, Supplier Risk Management

Financial Services Representative

Associate, Commercial Banking – Bilingual

Financial Planning Consultant

Senior Compliance Officer, Asset Management – Investments and Trade Operations

Assistant, Investment Advisor – Bilingual

Administrative Assistant – Bilingual

Associate, Premium Edge – Bilingual

Financial Services Representative

Senior Financial Advisor – CIRO-ID

Customer Services Representative