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
 

Client Services and Data Management has the mandate to onboard direct clients, funds, shared clients and broker counterparties for the Capital Markets lines of business as well as to manage a robust and effective client lifecycle process for Capital Markets clients.  The CS&DM team is responsible for end-to-end client onboarding activities within the above specified space, which consists of client data and information collection through research and interaction with numerous stakeholders including, Front Office, Legal Documentation, Credit, Operations and clients.  Accurate client data is captured, validated, stored and maintained throughout the client’s lifecycle with CIBC Capital Markets, together with supporting documentation, to meet various regulations and reporting needs. 

  

As a Director of Client Management Services, you’ll execute and/or facilitates the end-to-end client onboarding activities for direct clients, new and existing funds, shared clients and brokers as well as performs regular and ad-hoc activities to ensure a consistent client lifecycle data management environment. You may be required to participate in and support Capital Markets strategic initiatives under the leadership of the Executive Director and/or Head of Client Services & Data Management.    

At CIBC we enable the work environment most optimal for you to thrive in your role. You’ll have the flexibility to manage your work activities within a hybrid work arrangement where you’ll spend 1-3 days per week on-site, while other days will be remote.

How You’ll Succeed

Client Onboarding Coordination: You’ll collaborate with Front Office, Operations, and Client Services to ensure a seamless client and product onboarding experience, including completing AML risk reviews. You’ll need to apply your understanding of the CIBC Capital Markets client onboarding process and workflow in order to support the needs of front office and clients with relationships ranging from Sales/Trading, Loans and Advisory Services. You’ll ensure client onboarding procedures are followed and reflect new regulatory requirements, policy changes, and procedural changes as they evolve and are introduced into the operations of the team.

Stakeholder Management: You’ll effectively manage relationships with Senior Management as well as Legal, Compliance, Technology and Operations stakeholders. When required, you’ll coordinate onboarding activities across various departments such as Legal, Compliance and Credit to facilitate smooth operations. Part of your position will  include partnering with external vendors on risk review cases and ensure that they are advancing with the expected pace, addressing challenges and finding solutions as required. Acting as the first point of contact, you’ll assist front office and provide overall status and process updates on client and product onboarding and AML risk review requests. On behalf of the Front Office, you’ll coordinate onboarding activities as required by Legal, Compliance, EAML, Operations, Trade Control, Client File Admin, Client Services, Credit, and others as required.

Team Management & Development: You’ll provide leadership and guidance to junior team members to ensure overall team competency remains at a high level through cross training of relevant skills and industry knowledge.  Ensure the team is operating at high performance level meeting all informal/formal SLA (service level agreements) and expectations. Part of this position includes managing individual and team email inbox in a timely manner while addressing the inquiries and requests professionally

Projects & Process Improvement: You’ll participate in project assignments and application testing activities to support various system enhancements on GEO (Global Entity Onboarding), CDR (Client Data Repository), and CORA (Client Onboarding and Regulatory Application) but not limited to these internal CIBC applications. Participate in ad-hoc and planned project testing and implementations against CDM applications as needed during off hours. When opportunities present you’ll advocate for automation and enhancements to current processes and procedures that support operational efficiencies and contribute to a client centric operating model and environment. If there are inconsistencies found in client and product data you will find a suitable solution with the objective of remediating these discrepancies or gaps within CDM applications. 

Who You are

You have a university degree, and a background in finance and accounting is an asset.

You can demonstrate a minimum of 7-10+ years of experience in the area(s) of Client Onboarding, AML Client Due Diligence, Trade Control/Trade Desk Support or Operations preferably in the Capital Markets line of business.

You have experience with Capital Markets clientele, business and product knowledge to easily understand and support the client onboarding lifecycle across Sales/Trading, Lending and Advisory services globally.  Familiarity with Institutional clients: Asset Managers, Insurance Companies, Pensions, Sovereign Wealth Funds, etc.  Knowledge of Retail, Commercial and Wealth business and their clients within CIBC or other Banks is an asset.

You have knowledge of applicable foreign and domestic jurisdictional and company-specific regulations, policies and guidelines affecting business practices. In particular knowledge of AML/KYC, Taxation, Operations, miscellaneous trade reporting requirements (Dodd Frank, EMIR, MiFID, CAT NMS, IIROC, etc.) requirements is considered a key asset

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 bring a strong sense of accountability and ownership over client experience and end-to-end onboarding processes.

Your influence makes a difference. You know that relationships and networks are essential to success. You inspire outcomes by sharing your expertise. You are able to diffuse complaints and negotiate compromises. You have the ability to influence decisions and gain a consensus with multiple stakeholders where needed.

You act like an owner. You thrive when you're empowered to take initiative, go above and beyond, and deliver results. You deliver results in a fast paced and demanding environment.

You're digitally savvy. You seek out innovative solutions and embrace evolving technologies. You can easily adapt to new tools and trends. Experience with data management is an asset.

You are a caring and accountable leader. You're passionate about developing and coaching to bring out the best in people. You have led diverse, high performing teams.

You give meaning to data. You enjoy investigating complex problems and making sense of information. You communicate detailed information in a meaningful way. You have strong research, analysis and documentation skills to collect, validate and consolidate the required data/information into appropriate formats.

*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

2026-02-02

Job Location

Toronto-161 Bay St., 9th

Employment Type

Temporary (Fixed Term)

Weekly Hours

37.5

Skills

Business Effectiveness, Business Processes, Capital Markets, Critical Thinking, Customer Experience (CX), Customer Service, Leadership, Long Term Planning, Strategic Objectives, Waterfall Model