We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients.
At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute.
To learn more about CIBC, please visit CIBC.com
What You’ll Be Doing
Wealth Management Operations supports the delivery of exceptional client experiences by ensuring the accurate, efficient, and compliant processing of wealth management transactions and services. As the Specialist you will be responsible for working in the Retail Money Movement Team. You will ensure money moves as needed and the appropriate GLs are updated. You will be responsible to delivery efficient operational support, accurately processing service inquiries and requests while upholding compliance with internal controls and procedures. The role uses judgement regarding priorities and approaches to obtain complete and accurate information of client issues, provide clients with detailed explanations of recommendations and verify their understanding of the issues. You'll demonstrates strong technical and system knowledge to review and analyze data to ensure quality assurance of transactions and maintain customer satisfaction. In addition, the role assists in the management of day-to-day operation and overall efficiency of the unit, while seeking opportunities to streamline existing processes and procedures.
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
Technical Proficiency: Utilize advanced Excel skills (including v-look-up and pivot tables) and system knowledge to accurately review, analyze, and process client transactions, ensuring quality and efficiency in all operational activities.
Attention to Detail: Demonstrate a high level of accuracy when handling service inquiries, data analysis, and transaction processing, upholding compliance with internal controls and procedures to minimize errors.
Collaboration and Initiative: Work effectively as part of a team while independently managing priorities. Proactively support the Senior Specialist, contribute to the unit’s operational efficiency, and identify opportunities to streamline processes.
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 engage with your heart and mind. You care about people and understand different perspectives. You listen and learn from the experiences of others.
You act like an owner. You thrive when you're empowered to take the lead, go above and beyond, and deliver results.
Your influence makes an impact. You know that relationships and networks are essential to success. You inspire outcomes by making yourself heard.
You look beyond the moment. You make decisions and take actions that will make a difference today and tomorrow. You proactively seek new opportunities to define what's possible.
Values matter to you. You bring your real self to work and you live our values - trust, teamwork, and accountability.
What CIBC Offers
At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck.
We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, defined benefit pension plan*, an employee share purchase plan, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.
Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.
We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.
*Subject to plan and program terms and conditions
What you need to know
CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact Mailbox.careers-carrieres@cibc.com
CIBC is committed to clarity in our hiring process. All roles posted are opportunities we’re actively recruiting for, unless stated otherwise.
You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.
We may ask you to complete an attribute-based assessment and other skills test (such as simulation, coding, French proficiency).
We use artificial intelligence tools during the recruitment process. 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, 27th FloorEmployment Type
RegularWeekly Hours
37.5Skills
Analytical Thinking, Business, Business Operations, Customer Service, Microsoft Excel, Operations Support, Prioritization, Process Improvements, Quality Assurance (QA), Regulatory Compliance, Technical Knowledge