Business Assistant, Client Experience

CIBC; Toronto; On-site; CAD 52,000 - 60,000; Full time

Job summary

CIBC in Toronto is seeking a Business Assistant, Client Experience to provide administrative and analytical support to Institutional Asset Management teams. You’ll help coordinate events, prepare memos, reports, presentations, and client-facing materials while assisting with invoices and database maintenance.

You will work on-site full-time, contribute to continuous improvement initiatives, and help ensure efficient operations and a high-quality client experience across the team.

Qualifications

• Degree/diploma in Commerce, Business Administration, Economics, Mathematics, or related field; CSC asset.
• Experience with Word, PowerPoint and Excel; quick learner of new software; knowledge of Bloomberg, FactSet, Morningstar Direct, Databricks and Power BI is a plus.
• Organized, client-focused, able to work independently; familiarity with monday.com and Salesforce is an asset.
• Attention to detail and strong critical thinking.
• You value teamwork, learning, and living our shared values.

Responsibilities

• Provide day-to-day administrative and analytical support to Institutional Asset Management teams.
• Coordinate events and prepare memos, reports, presentations, and client materials.
• Assist with invoice processing, expense tracking, and administrative projects.
• Maintain investment databases and due diligence content; assist with Loopio responses.
• Contribute to continuous improvement initiatives to streamline operations and client experience.

Skills

Analytical thinking

Client service

Communication

Office administration

Analytical support

Education

Degree in Commerce / Business Administration / Economics / Mathematics

Canadian Securities Course (CSC)

Tools

Bloomberg

FactSet

Morningstar Direct

Databricks

Power BI

monday.com

Salesforce

Job description

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 Institutional Client Experience team supports the delivery of a high-quality experience for institutional clients through strong coordination, operational excellence, and thoughtful communication. As a Business Assistant, Client Experience, you’ll provide day-to-day administrative and analytical support to the Institutional Asset Management teams across a range of business activities. You’ll help coordinate events, while also supporting the preparation of memos, reports, presentations, and other client-facing materials. In this role, you’ll contribute to administrative projects and processes, support invoice and expense processing, and assist with maintaining key investment databases and due diligence content. You’ll also work with partners across the team on continuous improvement initiatives that streamline operations and enhance the client experience.

At CIBC we enable the work environment most optimal for you to thrive in your role. To successfully perform the work, you’ll be on-site full-time.

The expected annualized base salary range for this role is $51,500 to $60,200.

The 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 roleincludes participation in an annual discretionary incentive orbonus 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

• Administrative Coordination and Support - Support the Institutional Asset Management teams with meeting coordination and event logistics. Aid in invoice processing, tracking team deliverables in Monday.com, and supporting administrative projects to support an efficient operating environment.
• Documentation and reporting – Assist with preparing and formatting memos, reports, presentations, and other business materials with a high level of accuracy, professionalism, and attention to detail.
• Client material support - Assist in the creation and maintenance of asset class materials, including client presentations, pitchbooks, and market commentaries, to support business development and client engagement efforts, as needed to support the team.
• Data and database maintenance – Aid the team, from time to time, in maintaining investment databases such as eVestment, investment strategy profiles, and due diligence questionnaire responses in Loopio to ensure information is current, accurate, and accessible.
• Continuous improvement - Participate in initiatives that improve team processes, streamline workflows, and strengthen the overall institutional client experience.

Who you are

• You have a degree/diploma in Commerce, Business Administration, Economics, Mathematics, or a related field. Completion of the Canadian Securities Course (CSC) is an asset.
• You can demonstrate experience in Microsoft Word, PowerPoint, and Excel, and learning new software quickly. Knowledge of market data or analytics tools such as Bloomberg, FactSet, Morningstar Direct, Databricks, and Power BI is an asset.
• You are organized, client-focused, and act independently. You independently manage multiple priorities and consistently stay on top of deliverables and service delivery standards. It’s an asset if you are familiar with monday.com and Salesforce.
• You know that details matter. You notice things that others don’t. Your critical thinking skills help to inform your decision making.
• You’re motivated by collective success. You know that teamwork can transform a good idea into a great one. You know that an inclusive team that enjoys working together can bring a vision to life.
• You love to learn. You’re passionate about growing your knowledge. You have a strong sense of curiosity.
• You live your values. You bring high standards, genuine care to your relationships, and want to grow with an employer that shares your values and brings out your best.

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 work to recognize you in meaningful, personalized ways including a competitive compensation, a banking benefit*, wellbeing support and additional offers such as employee and family assistance programs 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.

*Subject to 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 [e-mail]
• 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.

Expected End Date

2027-10-29

Job Location

Toronto-141 Bay, 18th Floor

Employment Type

Temporary (Fixed Term)

Weekly Hours

37.5

Skills

Analytical Support, Analytical Thinking, Client Service, Communication, Office Administration