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 an Associate, you'll report to the Director of Client Services & Data Management (CSDM), and be responsible for executing comprehensive client data analysis, business analysis, project support, data remediation, and reporting within Capital Markets. Your primary focus will be on advancing assigned business initiatives and ensuring project success through effective business analysis activities. You'll support the broader CSDM group, advocating for our requirements across all projects and initiatives, both regulatory and discretionary. Acting as a liaison between project stakeholders, you will serve as the point of contact for subject matter expertise and requirement management processes, actively participating in all phases of the project lifecycle. Your objective will be to ensure that changes introduced by Regulators, CIBC Enterprise, CIBC Capital Markets businesses, and CSDM are meticulously planned for smooth and successful implementation across all stakeholder groups.
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.
How You’ll Succeed
Business Analysis: You'll work closely with Technology Partners and other stakeholders to guide the formulation of business requirements and facilitate solution discussions that meet project needs. You will participate in Scrum teams to deliver products using Agile methodologies, leading sprint planning and refinement sessions for various work streams while creating and assigning user stories. Additionally, you will assist the CSDM team with all assigned change initiatives that may impact the group, which includes project planning, impact assessment, and executing user acceptance testing (UAT) as well as business acceptance testing (BAT). You will track testing results and provide regular updates to CSDM stakeholders in a timely manner.
Communication & Change Management: You'll conduct comprehensive walkthroughs with stakeholders, including Client Services, Front Office, Legal, Regulatory Operations, and Corporate Banking, while collaborating closely with technology partners and internal operations teams. You'll serve as a subject matter expert on client and account data, client onboarding, and AML/KYC applications and procedures. Additionally, you will assess the effectiveness of training programs by gathering ongoing feedback on procedures, manuals, and job aids. You'll also play a key role in delivering training and communication primarily to CSDM team members regarding project-driven changes, ensuring that all stakeholders are well-informed and equipped to adapt to new processes.
Relationship Management: You'll manage relationships with internal CSDM stakeholders, peers in Technology, and partners across Front Office, Legal, Compliance, and Operations. You'll provide leadership and guidance to team members, ensuring that their data-related mandates are effectively fulfilled. You'll spearhead change initiatives and implement the necessary solutions, processes, and procedures to enhance the client data and reporting function. Additionally, you will support the manager in liaising with individuals across various Lines of Business, including senior management, to gather and validate information, document changes, and provide timely updates on project activities.
Client Data Analytics: You'll plan and collaborate with a diverse team to develop flexible and innovative solutions that address client data remediation and enhance future data quality. Working closely with partners, you will guide the formulation of requirements and solution design to effectively meet project needs. You'll support end-to-end project implementation while serving as a subject matter expert in client data and relevant regulations. Your focus will be on fostering collaboration and supporting both individuals and cross-functional teams to resolve organizational, operational, and process challenges. Additionally, you will act as an escalation contact for queries and issues from internal stakeholders regarding remediation activities, providing timely and professional resolutions to their concerns.
Project Management: You'll engage directly with stakeholders to gain a comprehensive understanding of their current and future reporting requirements. You'll provide valuable input on key performance indicators to enhance team performance and monitoring, while developing the necessary tools to effectively deliver this information to stakeholders. Additionally, you will support various initiatives and projects as assigned by the Director and Executive Director. You'll play a crucial role in end-to-end project implementation, serving as a subject matter expert within CSDM.
Data and Reporting: You'll gain a thorough understanding of the CIBC Capital Markets client onboarding process and workflow to construct comprehensive end-to-end client lifecycle reporting. You'll document the processes and procedures necessary for generating metrics and reports as required. Timely escalation of any issues to your manager will be essential. Additionally, you will serve as an escalation contact for queries, concerns, and issues from internal stakeholders regarding project activities, providing professional and prompt resolutions.
Who You Are
You can demonstrate 5+ years of work experience within Capital Markets or the financial industry, in the area(s) of Client Onboarding, Change Management and Client Data Analysis.
You have a degree/diploma in business, finance, data analytics, math, statistics or operations research.
You can demonstrate experience in Capital Markets business and product knowledge with regards to the client onboarding lifecycle.
You embrace and advocate for change. You have a proven track record of effective execution and achieving results. You're adaptable, flexible and willing to work in a dynamic environment.
You give meaning to data. You enjoy investigating complex problems and making sense of information. You possess excellent research, analysis and documentation skills to collect, validate and consolidate the required data/information into appropriate formats.
You’re digitally savvy. You know how to leverage technology to drive results and efficiencies. You must have strong technical skills and experience working with MS Excel, Alteryx, Power BI, SQL / database management, SharePoint.
You are passionate about people. You bring strong relationship management skills with a focus on customer service. You are able to communicate effectively at all levels of the organization, including clients and relationship managers to deliver high quality and timely deliverables.
You’re goal oriented. You have the ability to understand, monitor, update, or enhance existing business or work process.
You engage with your heart and mind. You care about people and respect different perspectives. You possess excellent verbal and written communication, problem solving and analytical thinking skills.
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 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 Mailbox.careers-carrieres@cibc.com
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 tests (such as simulation, coding, French proficiency, MS Office). 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
2026-02-13Job Location
Toronto-161 Bay St., 9thEmployment Type
Temporary (Fixed Term)Weekly Hours
37.5Skills
Analytical Thinking, Auditing, Business Effectiveness, Capital Markets, Client Onboarding, Client Service, Customer Experience (CX), Detail-Oriented, Strategic Initiative, Teamwork