Senior Portfolio Systems Analyst (12-month Secondment)

CIBC; Toronto; Hybrid; CAD 66,000 - 86,000; Full time

Job summary

CIBC is seeking a Wealth360 Application Support professional to join the Wealth360 Project Delivery & Support team. You will collaborate with internal partners and external vendors to support the Wealth360 application for Wood Gundy branches and head office staff.

Responsibilities include investigating complex inquiries, logging calls and emails, coordinating issue resolution, and delivering solutions that enhance client experience.

Qualifications

• Bachelor's degree/diploma in business and/or IT systems (or equivalent).
• Investment Representative (IR) with CIRO-ID in good standing; RR licensing is a plus.
• Strong communication and client service orientation.

Responsibilities

• Support the Wealth360 application for Wood Gundy branches and head office staff.
• Investigate complex inquiries and coordinate issue resolution.
• Log calls and emails, and track issues to completion.
• Serve as primary contact for Wood Gundy branches and head office users.
• Assist with documenting processes and provide management reporting.

Skills

Excel

PowerPoint

Power BI

Active Listening

Analytical Thinking

Client Service

Interpersonal Communication

Investigating

Operational Efficiency

Work Collaboratively

Education

Bachelor's degree / Diploma in business or IT systems

Tools

CIRO-ID Certification

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 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.

At CIBC, we enable the work environment most optimal for you to thrive in your role. At the present time, this role provides the opportunity to conduct all work activities remotely via CIBC’s Agent@Home program, and will only require you to be on-site on an occasional basis. The expectation is that you must be able to attend your primary CIBC location within two hours upon request. Please note, however, that this work arrangement is subject to change based on business needs.

Agent@Home 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. (Internet connection must be connected to modem through hard cable (not wireless) with a minimum download speed of 15mbps and upload speed of 10mbps)
• 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.

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

2027-09-30

Job Location

Toronto-81 Bay, 11th Floor

Employment Type

Regular

Weekly Hours

37.5

Skills

Active Listening, Analytical Thinking, Call Center Operations, Client Service, Customer Experience (CX), Financial Acumen, Interpersonal Communication, Investigating, Operational Efficiency, Work Collaboratively