CIBC US

Financial Planning and Analysis

• Working as part of a leading Wealth Management practice to understand the unique and complex needs of high net worth clients.
• Offer recommendations to optimize and grow the clients’ wealth.
• Develop a holistic and integrated wealth management strategy.
• Collaborate with internal and external partners to lead the development of an integrated financial plan for clients.

Financial Planning Advisor

Account Manager

• Provide clients with an exceptional experience to support CIBC’s vision
• Build relationships with Centres of Influence (COIs) to generate referrals
• Proactively engage with clients to understand their financial needs
• Support existing clients and seek new opportunities for client acquisition
• Heighten CIBC brand awareness in your community

Relationship Manager, Business Banking

Compliance

• Report to the Director, Regulatory Supervision
• Accountable for Tier 1 supervision within designated branches
• Provide subject matter leadership and expertise to branch staff
• Ensure adherence to industry regulations and business ethics standards
• Recommend strategies to assist employees in supervisory related queries
• Oversee trading and account supervision for various reports
• Review and approve new accounts and updates
• Manage compliance framework for the branch
• Create a culture of operational excellence

Senior Manager, Regulatory Supervision

Auditor

• Conduct risk-focused audits
• Advise business partners on internal controls
• Ensure compliance with CIBC policies, accounting standards, and regulatory requirements
• Develop and complete audit reports
• Assess the adequacy of controls
• Recommend solutions to address identified risks
• Collaborate with stakeholders and audit management
• Execute technology and integrated audits
• Develop testing strategies and draft audit findings

Senior Auditor, Technology

• Focus on business development for Specialty Deposits
• Responsible and accountable for new strategic relationship acquisition
• Drive new business through quality leads
• Serve as the point person in assessing prospective relationships with clients
• Maintain accurate pipeline forecasting in CRM
• Collaborate with commercial bankers and Portfolio Managers
• Provide guidance during credit events for new strategic relationships

Market Lead, Financial Institutions Group

Counselor

• Responsible for building and maintaining a portfolio of high-net-worth clients
• Apply extensive in-depth knowledge to present a broad array of products and services to clients
• Devise new methods to advise clients using strong analytic and inductive thinking
• Develop strong and effective working relationships with clients and third parties
• Proactively communicate with clients managing meetings, handling enquiries, and fulfilling expectations
• Monitor overall Portfolio and individual client situations for productivity and profitability
• Proactively approach business development activities to attract and win new business
• Manage assigned Associate Portfolio Manager or Portfolio Associate
• Support the Investment Counselor through the Investment Policy cycle

Private Investment Counsellor

Manager

• responsible for building, developing and leading a team of Relationship Managers, Business Advisors and/or Associate Business Advisors
• accountable for growing the portfolio of business banking clients
• proactively developing new business, credit and cash management opportunities in the community
• ensure we provide advice and the appropriate products and solutions to meet our clients' goals
• build a capable and motivated team through proactive talent management
• create a positive work environment
• ensure effective operations, processes, controls and compliance
• promote CIBC to build a strong reputation in the market resulting in superior client experiences and growth

Senior Manager, Business Banking

• Analyze and approve/decline/defer credit applications within the delegated authority
• Assess the risk of Business Banking credit applications
• Recommend/negotiate alternative options on declined credit applications
• Effectively communicate decisions and rationale to assist Relationship Managers
• Identify deteriorating accounts and take/recommend corrective action

Business Banking Credit Risk Manager

Administration

• responsible for contributing to the people management of a small support team.
• creating a positive work environment, leading and coaching support staff.
• developing employee capability and managing performance.
• accountable for effectively managing all administrative aspects of Wood Gundy branch operations.
• oversight of transactional banking functions.
• consistent demonstration of high levels of internal and external client service.
• adherence to compliance and audit requirements.
• maintenance of branch profitability.