Portfolio Systems Analyst, Croesus Support

Canadian Imperial Bank of Commerce; Toronto; Hybrid; CAD 100,000 - 125,000; Full time

Job summary

A leading Canadian bank is seeking a talented individual for their Support team in Toronto. You will ensure high-quality data management for financial advisors and collaborate on application improvements. The ideal candidate has a background in business or IT, advanced Excel skills, and knowledge of financial instruments. This role offers competitive compensation and a supportive work culture.

Benefits

Competitive salary

Incentive pay

Employee share plan

Paid development day

Qualifications

• Bachelor's degree or diploma in business or IT systems; equivalent experience accepted.
• Demonstrate advanced computer skills, especially in Excel.
• Working knowledge of financial concepts, calculations, and instruments.

Responsibilities

• Provide application support to CIBC Wood Gundy branch staff.
• Support implementation of application fixes and improvements.
• Serve as a Subject Matter Expert (SME) for Croesus applications.

Skills

Accountability

Applications Support

Business Support

Collaboration

Computer Literacy

Financial Instruments

Portfolio Management Systems

Stocks

ETFs

Fixed Income

Mutual Funds

Investigating

Customer Service

Communication

Data Analysis

Education

Bachelor's degree or diploma in business or IT systems

Canadian Securities Course (CSC)

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

As a member of the Croesus Support team, you will collaborate with team members, internal partners, and external vendors to support day-to-day functions and activities related to the Croesus Advisor and Croesus Xpert portfolio management systems. You will have the opportunity to be a Subject Matter Expert (SME), ensuring high-quality data for our advisors, branch staff, and head office team members to provide objective advice and effective reporting. You will coordinate the resolution of issues requiring intervention by the business and/or technology division.

At CIBC, we enable a flexible work environment. You can perform all activities remotely and will only be required on-site occasionally.

How You’ll Succeed

• Support & Collaboration: Provide caring application support to CIBC Wood Gundy branch staff, head office, and partners in CIBC Investor Services Inc. Investigate complex inquiries and collaborate with Wealth Management Technology and other support teams. Ensure issues are tracked and resolved efficiently, working with Operations and Wealth360 business consultants to deliver seamless support.

• Application Improvements: Support the implementation of application fixes and improvements in conjunction with business consultants and senior managers. Assist with testing to ensure user satisfaction.

• Be a Subject Matter Expert: Serve as a SME for Croesus Advisor and Croesus Xpert applications and participate in training and development sessions as needed.

Who You Are

• Education & Experience: Bachelor's degree or diploma in business or IT systems (or equivalent experience). Certified professional with completed Canadian Securities Course (CSC) and/or brokerage industry experience.

• Digital Savvy: Demonstrate advanced computer skills, especially in Excel.

• Financial Knowledge: Working knowledge of financial concepts, calculations, and instruments such as stocks, options, bonds, mutual funds, ETFs, etc.

• Communication Skills: Effectively convey complex information in writing and verbally, interacting comfortably with stakeholders. Influence outcomes and build relationships.

• Attention to Detail: Motivated to analyze deeply, identify problems, and perform detailed work.

• Values: Live CIBC’s values of trust, teamwork, and accountability, bringing your authentic self to work.

What CIBC Offers

We prioritize your goals and potential, offering a competitive salary, incentive pay, benefits, pension, employee share plan, and recognition programs. Our spaces and tools foster innovation, and we support your growth through initiatives like Purpose Day, a paid day off for personal development.

*Subject to plan terms and conditions

Additional Information

• CIBC is committed to inclusivity and provides accessible candidate experiences. Contact [e-mail] for accommodations.

• You must be legally eligible to work at the specified location(s) and have a valid work or study permit if applicable.

• We may ask you to complete assessments and skills tests to better understand your capabilities and to provide you with more information about us.

Job Location

Toronto - 81 Bay, 11th Floor

Employment Type

Regular

Weekly Hours

37.5

Skills

Accountability, Applications Support, Business Support, Collaboration, Computer Literacy, Financial Instruments, Portfolio Management Systems, Stocks, ETFs, Fixed Income, Mutual Funds, Investigating, Customer Service, Communication, Data Analysis, and more.