Specialist, Regulatory Reporting

Were building a relationship-oriented bank for the modern world. We need talented passionate professionals who are dedicated to doing whats 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

What youll be doing

Reporting to the Senior Manager Regulatory Reporting youll play a key role in the production and delivery of regulatory documents for mutual funds and exchange traded funds. Your responsibilities will span the development production and delivery of key regulatory deliverables such as prospectuses fund facts ETF facts financial statements management reports of fund performance quarterly portfolio disclosures and annual reminders. Youll collaborate closely with internal partners across Fund Valuations Product Development Total Investment Solutions Business Management Legal Compliance Taxation and Client Services as well as external vendors. Youll ensure all materials adhere to legal and regulatory requirements are delivered on time and maintain a focus on improving the client experience. Youll also manage project costs timelines and translation needs and help ensure documents are accessible and error-free. This role involves working with tight and sometimes unpredictable deadlines and may occasionally require extended hours including evenings weekends or work outside of standard business hours.

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.

The expected annualized base salary range for this role is $66090 to $85550.

The base salary is determined by a variety of factors including the candidates 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 youll succeed

• Collaboration - Work closely with peers and senior partners across multiple teams to ensure the successful delivery of regulatory reporting requirements including prospectuses fund facts financial statements management reports of fund performance quarterly portfolio disclosures and annual reminders.
• Partnerships - Develop productive relationships with new external vendors and strengthen existing partnerships to enhance project outcomes.
• Regulatory Compliance - Adhere to all legal and regulatory requirements to manage business risk ensuring all regulatory materials meet form requirements and are delivered on schedule.
• Client Experience - Maintain a client-focused mindset leveraging resources and expertise to improve the user-friendliness of completed projects through copy edits or design changes.
• Project Management - Plan and manage project timelines coordinate translation resources track costs and ensure stakeholder sign-off and timely distribution of all deliverables.
• Development production and delivery of the teams deliverables: Collaborate with peers and senior partners in Fund Valuations Product Development Total Investment Solutions Business Management Legal Compliance Taxation Client Services and other teams. Develop productive partnerships with new external vendors maintain and improve partnerships with existing vendors. Adhere to legal/regulatory requirements to manage CAM business risk by ensuring all required regulatory materials meet form requirements and are delivered on time. Maintain a focus on the client experience; leverage resources and expertise to improve the user-friendliness of completed projects whether through copy edits or design changes. Create draft disclosure documents for partner review; ensure all comments and feedback received are thoroughly investigated and edits are accurately incorporated. Manage and track project costs to ensure minimal waste and most cost-effective pricing.
• Manage the end-to-end process particularly including projects and timelines. Examples of specific task responsibilities include: Project planning and timeline development to ensure that projects are completed by applicable deadlines to provide partners with reasonable advance notice of upcoming projects and to ensure that translation resources are available when needed. Possesses advanced analytical writing and critical thinking skills along with excellent interpersonal and communication abilities. Copywriting to ensure documents are as user-friendly as practical and to adapt language used in other projects or contexts as needed. Translation to meet CIBCs obligation to provide documents in both official languages and to ensure translated text is in line with CIBC standards and consistent with other similar projects. Review to prevent typographical and formatting errors in the finished documents and to ensure that changes provided have been implemented correctly. Stakeholder sign-off to ensure that all affected parties have received a chance to comment on projects while in development and that their comments and approval have been retained for audit purposes. To ensure timely and compliant distribution financial statements management reports on fund performance consent letters and annual reminder letters are printed and delivered to unitholders in accordance with their stated preferences regulatory requirements and established deadlines. Project notification to ensure that management and other interested parties are kept informed of the status of projects throughout their lifecycles. Web posting to ensure that all materials are maintained online for internal (head/back office and/or retail branch as appropriate) and/or external audiences as appropriate. Accessibility to meet CIBCs obligation to provide accessible documents. Post-mortem reporting to determine changes in approach or planning on future projects. The incumbent may be asked to lead or participate in any of the above processes and may be asked to directly leverage project team members and other resources required to achieve the above. This role involves working with tight and sometimes unpredictable deadlines and may occasionally require extended hours including evenings weekends or work outside of standard business hours.
• Miscellaneous Regulatory projects. Accrual Invoicing may be asked to participate in or lead projects beyond the scope of the position or to take on stretch assignments. Other tasks that may be assigned by the Director and other team members.

Who you are

• Youre goal oriented. Youre motivated by accomplishing your goals and delivering your best to make a difference.
• You have compliance and regulatory experience. You can demonstrate your knowledge of regulatory standards including but not limited to NI 81-101 NI 81-106 and NI 41-101.
• You love to learn. Youre passionate about growing your knowledge and have a strong sense of curiosity.
• You embrace and advocate for change. You continuously evolve your thinking and the way you work to deliver your best.
• You know that details matter. Your critical thinking and attention to detail inform your decision making and help you notice things others might miss.
• You possess intermediate or advanced proficiency in Microsoft Excel. Your technical skills support your effectiveness in this role.
• You demonstrate outstanding cooperation. You work collaboratively with team members to achieve shared goals.
• You look beyond the moment. You understand the impact of your work today and tomorrow and seek new opportunities to define whats possible.
• Values matter to you. You bring your real self to work and you live our values - trust teamwork and accountability.

#LI-TA

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

• CIBC is committed to clarity in our hiring process. All roles posted are opportunities were 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-161 Bay St. 11th

Employment Type

Regular

Weekly Hours

37.5

Skills

Business Monitoring Communication Conflict Resolution Customer Queries Ensure Compliance Policy Procedures Prioritization Writing

Required Experience:

IC

Experience: years
Vacancy: 1
Monthly Salary Salary: 66090 - 85550