Senior Portfolio Systems Analyst (12-month Secondment)

Nous bâtissons une banque axée sur les relations pour un monde moderne. Nous recrutons des professionnels talentueux et passionnés qui ont à cœur de faire ce qu’il faut pour nos clients.

À la Banque CIBC, nous misons sur vos forces et vos ambitions pour vous donner le pouvoir d’agir. Les membres de notre équipe disposent de ce dont ils ont besoin pour apporter une contribution significative et être valorisés, à la fois pour ce qu’ils sont et ce qu’ils font.

Pour en savoir plus sur la Banque CIBC, visitez le site .

What You’ll Be Doing

As a member of the Wealth360 Project Delivery & Support team, you will collaborate with internal partners and external vendors to support the Wealth360 application, providing dedicated support to CIBC Wood Gundy branch and head office staff. Your responsibilities include investigating complex inquiries, coordinating issue resolution, logging calls and email inquiries, and tracking issues to completion.

You will leverage your communication and interpersonal skills to serve as the primary contact for Wood Gundy branches, head office users, taking ownership of incoming calls and emails to ensure timely resolutions. You will work collaboratively with colleagues and stakeholders, sharing information for escalation purposes and delivering solutions that enhance the client experience.

In addition, you will share responsibility amongst the team for various recurring operational processes, prepare and maintain team documentation, provide statistical reporting to management, and guide new team members. You will collaborate with our Wealth Application Support partners such as My Client Support, Brokerage Application Support, WG Salesforce Support, and Wealth360 Support, as well as our partners in Wealth Management Technology and Operations, to help ensure as seamless an experience as possible for our advisory teams across various applications.

You will also work closely with business consultants and senior management to support application fixes and improvements, communicate changes to users, and serve as a subject matter expert during training and development sessions.

You may also be called upon to provide cross-coverage and support for other Wealth Application Support teams Wealth360 Support, Salesforce, My Client, and Brokerage Applications as business needs require.

< Program Requirements

• Ability to work independently in a room or office with a door that closes it off from noises and distractions.
• Wired Internet connection, capable of continuously supporting excellent call quality and high-speed response rate. .
• Satellite internet providers are prohibited due to the impact on call quality and the stability of service.

The expected annualized base salary range for this role is $66,090 to $85,550. This base salary is determined by a variety of factors, including the candidate’s skills, experience, and job-related knowledge, as well as geographic location and specific business needs. Our compensation philosophy supports ongoing growth and development, enabling progression within the salary range as team members advance in their roles.

In addition to base pay, compensation for this role includes participation in an annual discretionary incentive or bonus program.

We are committed to providing fair, equitable, and competitive compensation opportunities for all employees and we encourage open conversations about compensation throughout the recruitment process.

How You’ll Succeed

• Leveraging Technology - You have advanced computer skills with an excellent working knowledge of Excel, PowerPoint & Power BI.
• Financial Acumen - You have knowledge of financial instruments such as stocks, options, fixed income, mutual funds, closed-end funds, structured notes, and ETFs. You have working knowledge of financial concepts and calculations such as bond amortization, accrued income, projected income, yields, performance, etc.
• Organized & Detail Oriented - You understand the power of using systems to stay on top of things, and are enthusiastic about exploring and making the most of CIBC's technological offerings. You notice things that others don't. Your critical thinking skills help to inform your decision making.

Who You Are

• You have a bachelor's degree/diploma in business and/or information technology systems (or equivalent work experience).
• You are a certified professional or have equivalent work experience. You have current accreditation and are in good standing as an Investment Representative (IR) with Canadian Investment Regulatory Organization - Investment Dealer (CIRO-ID). It is an asset if you have Registered Representative (RR) licensing and/or you have Financial Services and/or Brokerage industry experience.
• You're driven to succeed. You are motivated by accomplishing your goals and delivering your best to make an impact.
• Your influence makes an impact. You know that relationships and networks are essential to success. You inspire outcomes by making yourself heard.
• You're driven by collective success. You understand the power of an inclusive team that enjoys working together to bring a shared vision to life.
• You're detail-oriented. You're motivated to dig deep to identify problems, extract information, and perform detailed analysis.
• You are an effective communicator. You can convey complex information clearly and concisely, both in writing and verbally, and you are comfortable interacting with a wide range of stakeholders.
• Values matter to you. You bring your real self to work, and you live our values - trust, teamwork, and accountability.

Ce que la Banque CIBC vous offre

À la Banque CIBC, vos objectifs sont une priorité. En fonction de vos forces et de vos ambitions, nous nous efforçons de créer des occasions qui vous permettront d’exploiter votre potentiel.

• Nous nous efforçons de vous récompenser de façon personnalisée et pertinente, notamment en vous offrant une rémunération concurrentielle, des avantages bancaires*, du soutien pour votre bien-être et d’autres offres, comme des programmes d’aide aux employés et à leur famille et Créateur de moments, notre programme social de reconnaissance basé sur des points.

• Grâce à nos espaces et à nos outils technologiques, il devient facile de réunir les grands esprits pour créer des solutions novatrices qui améliorent les choses pour nos clients.

*Sous réserve des modalités du programme

Ce que vous devez savoir

• La Banque CIBC s’est engagée à créer un milieu de travail intégrateur où tous les membres de l’équipe et les clients se sentent à leur place. Nous recherchons des candidats dotés d’un large éventail de compétences et offrons une expérience accessible aux candidats. Si vous avez besoin d’une solution d’adaptation, écrivez à .

• La Banque CIBC s’engage à faire preuve de clarté dans le cadre de son processus d’embauche. Tous les affichages visent à pouvoir des postes pour lesquels nous recrutons activement, à moins d’avis contraire.

• Vous devez être légalement admissible à travailler au Canada dans les lieux précisés ci-dessus et, s’il y a lieu, détenir un permis de travail ou d’études valide.

• Nous pourrions vous demander de remplir une évaluation fondée sur les attributs et d’autres tests de compétences (comme la simulation, la programmation, la maîtrise du français)

• Nous utilisons des outils d’intelligence artificielle pendant le processus de recrutement. Notre objectif pour le processus de demande est d’en apprendre davantage sur vous et sur tout ce que vous avez à offrir, et de vous donner l’occasion d’en apprendre davantage sur nous.

Date de fin prévue

2027-09-30

Lieu de travail

Toronto-141 Bay, 11th Floor

Ces renseignements peuvent changer en fonction des besoins de l’entreprise.

Type d’emploi

Temporaire (Fixed Term)

Heures de travail hebdomadaires

37.5

Compétences

Acuité financière, Communication interpersonnelle, Écoute thérapeutique, Efficacité opérationnelle, Expérience client (CX), Investigating, Opérations de centre d'appels, Pensée analytique, Service client, Travailler de manière collaborative