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
The Wealth Management Operations team supports and optimizes the administration of financial products and services, ensuring efficient transaction processing, compliance, and exceptional client service across wealth management platforms. As the Senior Processor, you are accountable for providing professional, timely and efficient service to Wood Gundy branch (client) and ISI requests through the processing of complex and often multi-product financial and non-financial transactions within WMO Client Operations. The Senior Processor will be required to research and investigate administrative requests while applying the appropriate rules and regulations to ensure transactions are processed with consistency and accuracy. You will work with colleagues and management to improve the quality of client service delivered to our clients, provide guidance to more junior staff as required and seek opportunities to streamline processes.
At CIBC we enable the work environment most optimal for you to thrive in your role. To successfully perform the work, details on your work arrangement (proportion of on-site and remote work) will be discussed at the time of your interview.
How You’ll Succeed
- Investigative – Demonstrate strong investigative skills by efficiently processing administrative requests across multiple channels to ensure timely customer satisfaction.
- Technical – Apply mutual fund expertise and Excel proficiency to settle financial transactions and process adjustment requests using Wealthware, Fundserv, and Broadridge.
- Reconciliatory – Utilize keen attention to detail to reconcile client transactions, positions, and cash with fund company records, identifying and resolving discrepancies.
- Organizational – Prioritize tasks effectively to meet service level agreements for various lines of business.
- Transactional – Manage deposits, withdrawals, exchanges, transfers, and adjustments for financial transactions with accuracy and efficiency.
- Collaborative – Work closely with internal and external partners to address recurring issues, implement service improvements, and support regulatory and audit reviews.
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 understand that success is in the details . You notice things that others don't. Your critical thinking skills help to inform your decision making.
- You embrace and champion change. You'll continuously evolve your thinking and the way you work in order to deliver your best.
- You give meaning to data. You enjoy investigating complex problems, and making sense of information. You're confident in your ability to communicate detailed information in an impactful way.
- 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 [email protected]
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.
