Senior Portfolio Systems Analyst

About CIBC

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 Senior Portfolio Systems Analyst

As a member of the Croesus Project Delivery & Support team, you will collaborate with internal partners and external vendors to support the Croesus Advisor and Xpert applications, providing dedicated support to CIBC Wood Gundy branch and head office staff. Your responsibilities include investigating complex inquiries, coordinating issue resolution, logging call 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, and CIBC Investor Services Inc., 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 Wealth360 Support, My Client Support, Brokerage Application Support, WG Salesforce Support, as well as our partners in Wealth Management Technology (WMT) 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 (e.g., Wealth360, My Client, Brokerage Applications, and Salesforce) as business needs require.

Work Arrangement

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. Please note, however, that this work arrangement is subject to change based on business needs, and the expectation is that you would be able to attend your primary CIBC location within two hours upon request.

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.

Salary and Compensation

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 your 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're driven to succeed, motivated by accomplishing goals and making an impact.
• Your influence makes an impact through strong relationships and networks.
• You're driven by collective success, fostering an inclusive team environment.
• You're detail-oriented, able to dig deep to identify problems and perform analysis.
• 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, having completed the Canadian Securities Course (CSC) and/or have experience in the brokerage industry.
• You are an effective communicator, conveying complex information clearly, verbally and in writing.
• Values matter to you, living CIBC's 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 aspire to give you a career, rather than just a paycheck. We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, defined benefit pension plan*, an employee share purchase plan, a vacation offering, wellbeing support, 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. We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development. Subject to plan and 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. 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.

Job Location

Toronto-81 Bay, 11th Floor

Employment Type

Regular

Weekly Hours

37.5

Key skills/competency

• Croesus Advisor
• Croesus Xpert
• Systems Support
• Financial Instruments
• Issue Resolution
• Client Experience
• Excel
• Power BI
• Wealth Management Technology
• Brokerage Industry