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Added 4 mins ago
M
Fire Prevention Advisor (Conseiller(ère) en prévention incendie, Immeuble, aménagement et sécurité)
Maarut
Levis, QC
- Contract
Knowledge of the legal, regulatory and normative fire safety
Added 3 hours ago
B
Building Science Engineer
BPA
Montreal, QC
- Full-time
Act as a technical advisor or consultant in matters involving litigation, construction deficiencies, or latent defects.
Added 3 hours ago
C
Executive Director, Global Markets Trading & Financing - Business Management
CIBC
Toronto, ON
- Full-time
…Resource Management (FRM) businesses. You will act as a strategic advisor to business leadership and as the principal liaison between the front office and partners across CIBC to ensure…
Added 4 hours ago
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Director of Health, Safety & Environment
Clutch
Mississauga, ON
- Full-time
Reporting to the CEO, you will be the senior HSE authority for the business and a trusted advisor to the executive team. You will lead the implementation of a Safety Management System,…
Added 7 hours ago
Director of Health, Safety & Environment
Clutch Technologies Inc.
Mississauga, ON
Reporting to the CEO, you will be the senior HSE authority for the business and a trusted advisor to the executive team. You will lead the implementation of a Safety Management System,…
Added 8 hours ago
TW
Wealth Associate or Senior Wealth Associate
Thrive Wealth Management
Regina, SK
- Full-time
…you will be providing administrative and office support for Advisor(s) practices to enable them to achieve sales and service…
Added 8 hours ago
TW
Financial Advisor, Investments
Thrive Wealth Management
Saskatoon, SK
- Full-time
As a full-time Financial Advisor, Investments at Kensington Branch, Saskatoon, SK, you will be responsible for understanding the financial goals of your assigned portfolio of members and…
Added 8 hours ago
TW
Vice President, Internal Audit
Thrive Wealth Management
Regina, SK
- Full-time
Serve as a trusted advisor and internal audit subject‑matter expert by providing audit‑related advisory services without assuming management responsibility and communicating clearly on…
Added 8 hours ago
CC
Director, Indigenous & Stakeholder Relations
Compass Canada
ON · Mississauga, ON
- Full-time
Serve as a trusted advisor to internal teams on Indigenous engagement protocols and partnership best practices.
Added 8 hours ago
TW
Manager, Treasury Risk
Thrive Wealth Management
Regina, SK
- Full-time
…alignment with Conexus’ strategy, policies, risk appetite, and regulatory…
Added 8 hours ago
TW
Wealth Compliance Officer
Thrive Wealth Management
Regina, SK
- Full-time
…work closely with an experienced team of advisors to ensure regulatory and Aviso Wealth dealer requirements are met, strengthen compliance practices, and help foster a culture of…
Added 8 hours ago
TW
Wealth Associate or Senior Wealth Associate
Thrive Wealth Management
Regina, SK
- Full-time
…you will be providing administrative and office support for Advisor(s) practices to enable them to achieve sales and service goals. If you are passionate about customer service, wealth…
Added 11 hours ago
RT
Safety and Environment (HSE) Specialist
Rio Tinto
Vancouver, BC · Thunder Bay, ON
- Full-time
Reporting to the Senior Advisor HSES and working across the RTX Canada portfolio, you will:
Added 14 hours ago
NB
Advisor in the Counterparty Documentation Center
National Bank of Canada
Montreal, QC
- Full-time
A career as an Advisor in the Counterparty Documentation Center (CDC) at the National Bank of Canada means contributing directly to the success of Capital Markets Operations. In this role,…
Added 14 hours ago
NB
Wealth Associate
National Bank of Canada
London, ON
- Full-time
…Reporting to the regional manager, you will team up with a wealth advisor to offer an exceptional client experience. Collaboration and partnership will be key to your…
Added 14 hours ago
NB
Retirement Stategy Advisor
National Bank of Canada
Brossard, QC
- Full-time
A career as a retirement Strategy Advisor at National Bank means acting as an expert·in retirement planning and strategies for clients. With your expertise, you can help your clients during…
Added 16 hours ago
PC
Senior Occupational Health and Safety Project Manager
Pinchin Canada
Richmond, BC
- Full-time
…solutions to help clients manage workplace health risks and meet regulatory requirements. Working within a multidisciplinary environment, the team provides technical expertise, project…
Added 23 hours ago
NB
Senior Tax Advisor
National Bank of Canada
Toronto, ON
- Full-time
Act as a trusted advisor to internal and external partners on tax, accounting, and regulatory matters related to investment funds.
Added 1 day ago
CO
Emergency Planning Manager (FT, Permanent)
City of Dawson Creek
Dawson Creek, BC
- Full-time
…is responsible for the strategic leadership, administration, regulatory compliance, development, implementation, and continuous improvement of the City's Emergency Management and Business…
Added 1 day ago
W
HSE Specialist II
Worley
Edmonton, AB
- Full-time
The HSE Advisor facilitates the safe performance of work. The aim of this role is to utilize professional judgement in assessing risk, reviewing risk and work practices, and determining the…
Added 1 day ago
HT
VP, Accounting & Controllership (Husky)
Husky Technologies
Bolton, ON
- Full-time
Maintain a strong global control environment while ensuring compliance with IFRS, regulatory requirements, tax authorities, and corporate governance standards.
Added 1 day ago
DS
Manager, Maintenance & Renewal Services
Delta School District 37, British Columbia
Delta, BC
- Full-time
Ensure facilities and maintenance activities comply with applicable regulatory requirements, including:
Added 1 day ago
NB
Senior Advisor, Digital Assets
National Bank of Canada
Montreal, QC
- Full-time
A career as a Senior Advisor within the Strategy, Data and Performance team at National Bank means acting as a key contributor to the development and evolution of Digital Assets…
Added 1 day ago
AW
Training and Development Advisor
Agilus Work Solutions
AB · Edmonton, AB
- Contract
Drive Workforce Readiness Across Major Oil Sands Operations as a Training & Competency Assurance Advisor (FIFO)
Added 1 day ago
VF
Member Advisor (Orchard Plaza Branch)
Valley First
Kelowna, BC
- $46,900 to $50,200 USD / year
- Full-time
We are currently seeking a Member Advisor to join our team in Kelowna. The Orchard Plaza branch is open to support our members Monday through Saturday.

CIBC

Senior Financial Consultant, Reporting

Toronto, ON, Canada

Full-time

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Applications open in a new tab.

Job details

Job type: Full-time
Posting language: English
Posted: Oct 16, 2026

Original 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 part of the Finance team supporting the CIBC Global Asset Management business, the Senior Financial Consultant plays a key role in delivering timely, accurate, and insightful sales, assets under management (AUM), and performance reporting for CIBC Global Asset Management. CIBC Global Asset Management (GAM) manages over $200 billion in AUM across a broad suite of investment products, including Mutual Funds, Exchange Traded Funds (ETFs), and Alternative Investments.The CIBC GAM Finance team is responsible for the integrity, consistency, and timeliness of business reporting across the GAM organization. This role contributes to business decision-making by providing meaningful analytics on product, channel and competitor sales/AUM, modernizing reporting to provide senior business leaders with accurate and timely insights, and identifying opportunities for automation and process improvement.

The Senior Financial Consultant is responsible for the preparation, analysis, and enhancement of detailed sales and AUM reporting, dashboards, and other key business metrics across GAM’s investment product lineup.This role acts as a trusted partner to senior management and business leaders across Sales, Product, Finance, Operations, and Strategy, providing business insights, reporting solutions, and analytical support to inform decision-making. The successful candidate brings strong technical expertise in Excel, Power BI, and Alteryx, advanced analytical capability, knowledge of mutual funds and exchange traded funds (ETFs), strong business judgment, and a high degree of attention to detail.

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

Reporting and analytics - Prepare and deliver accurate, timely, and consolidated daily, weekly, monthly, quarterly, and annual sales and AUM reporting across mutual funds, ETFs, and alternative investments. Analyze channel, advisor, product, and sales trends to identify risks, opportunities, and key performance drivers.
Dashboard modernization - Design, build, enhance, and maintain Power BI dashboards and key performance indicator (KPI) reporting that improve visibility into business performance. Transition legacy Excel-based reporting into interactive, self-serve reporting environments that better support stakeholder needs.
Data management and controls - Source, extract, cleanse, and transform data from multiple systems to support reliable reporting and analysis. Implement and maintain appropriate validation processes and internal controls to ensure data accuracy, completeness, consistency, and alignment with reporting standards.
Business partnership - Respond to ad hoc reporting and analytical requests from senior leaders and business partners across Sales, Product, Finance, Strategy, and Operations. Translate business needs into practical reporting solutions, actionable insights, and process improvements.
Process improvement and automation - Use Alteryx and related tools to automate recurring reporting, improve efficiency, and strengthen controls. Identify reporting gaps, recommend enhancements, and support the design, testing, and implementation of new reports, dashboards, and processes.
Project and stakeholder support - Partner with business users, project managers, developers, vendors, and other stakeholders to gather and document requirements, current and future state processes, use cases, and test plans. Coordinate and support user acceptance testing for reporting enhancements and new solutions.

Who you are

You give meaning to data. You enjoy investigating complex problems and making sense of information. You communicate detailed information in a meaningful way.
You can demonstrate experience in analytics, business intelligence, management reporting, dashboard development, and data transformation using Excel, Power BI, and Alteryx. It’s an asset if you have experience with sales, AUM, product, and advisor-level reporting in asset management, wealth management, or financial services.
You know that details matter. You notice things that others don't. Your critical thinking skills help to inform your decision making.
You're motivated by collective success. You build strong partnerships across teams and work effectively with leaders, business partners, technology teams, and vendors to deliver high-quality reporting solutions.
You have a degree in Business, Finance, Accounting, or a related discipline.
You’re a certified professional. You have current accreditation and good standing in a Certified Professional Accountant (CPA) designation or equivalent professional accounting credential. It’s an asset if you bring additional experience in investment industry reporting standards and data sources.
You live your values. You bring high standards, genuine care to your relationships, and want to grow with an employer that shares your values and brings out your best.

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-141 Bay, 20th Floor

Employment Type

Regular

Weekly Hours

37.5

Skills

Analytical Thinking, Creativity, Financial Advising, Financial Reporting and Analysis, Process Improvements, Project Support, Regulatory Requirements, Risk Assessments

Apply About employer

More about this job

Responsibilities

Prepare, analyze, and enhance sales, assets under management, and performance reporting across mutual funds, ETFs, and alternative investments, including dashboards and business metrics. Partner with senior leaders and cross-functional teams to deliver actionable insights, automate and improve reporting processes, and support reporting projects and user acceptance testing.

Requirements

Requires a degree in Business, Finance, Accounting, or a related discipline, along with a current CPA designation in good standing or an equivalent professional accounting credential. Candidates should have strong Excel, Power BI, and Alteryx skills, advanced analytical and reporting capabilities, attention to detail, and the ability to collaborate with business and technology stakeholders; asset management or investment reporting experience is an asset.

Skills

Financial Reporting
Financial Analysis
Business Intelligence
Dashboard Development
Data Transformation
Excel
Power BI
Alteryx
Analytical Thinking
Data Management
Process Automation
Process Improvement
Stakeholder Management
Project Support
Risk Assessment
Investment Industry Reporting

Benefits

Competitive Salary
Incentive Pay
Banking Benefits
Benefits Program
Defined Benefit Pension Plan
Employee Share Purchase Plan
Vacation
Wellbeing Support
Employee Recognition Program
Paid Personal Development Day

Visa sponsorship

Not detected in the job text

Keywords

CIBC Global Asset Management
Mutual Funds
Exchange-Traded Funds
Alternative Investments
Assets Under Management
Sales Reporting
Performance Reporting
Financial Reporting
Business Intelligence
Excel
Power BI
Alteryx
Dashboards
Key Performance Indicators
Data Extraction
Data Cleansing
Data Transformation
Data Validation
Internal Controls
Reporting Automation
Process Improvement
Channel Analysis
Advisor-Level Reporting
Product Analysis
User Acceptance Testing
Requirements Gathering
CPA
Investment Industry Reporting Standards

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