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Added 3 mins ago
C
Business Advisor - Bilingual
CIBC
Quebec, QC
- Full-time
As a Business Advisor you will join our Business Client Advice Centre (BCAC) reporting to the Team Leader, Business Banking. You’ll provide new, existing and prospective clients with an…
Added 3 mins ago
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Sr. Consultant, Business Effectiveness
CIBC
Toronto, ON
- Full-time
…You'll manage and enhance scorecards for roles such as Mortgage Advisor, Area Sales Manager, and Regional Director, while providing analysis related to targets, commissions, and channel…
Added 3 mins ago
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Insolvency Advisor, Personal Debt Solutions
BDO
Mississauga, ON
- Full-time
Our Mississauga office are seeking an Insolvency Advisor to join the Personal Debt Solutions team. This is a new position that requires a regular in-office presence. This is a replacement…
Added 3 hours ago
NB
Advisor, AAF Group and CDC
National Bank of Canada
Montreal, QC
- Full-time
A career as an Advisor within the AAF Group and CDC team at National Bank means acting as a specialist in operational governance, process coordination, and Capital Markets account…
Added 3 hours ago
NB
Associate
National Bank of Canada
Sorel-Tracy, QC
- 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 3 hours ago
NB
Banking Advisor D
National Bank of Canada
Montreal, QC
- Full-time
A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and…
Added 3 hours ago
NB
Banking Advisor
National Bank of Canada
Montreal, QC
- Full-time
A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and…
Added 7 hours ago
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Customer Service Advisor
VMCH
Mulgrave, NS
- Full-time
As a Customer Service Advisor, you’ll be one of the first points of contact for VMCH, supporting current and prospective customers across aged care, disability services and retirement…
Added 12 hours ago
FO
Senior Director, Enterprise Technology Services
Federation of Canadian Municipalities
Ottawa, ON · Hybrid - Ottawa
- Full-time
…operational excellence, and sustainable growth. As a trusted advisor and strategic business partner, the Senior Director works closely with leaders across FCM and its programs to understand…
Added 12 hours ago
FO
Data Advisor
Federation of Canadian Municipalities
Ottawa, ON · Hybrid - Ottawa
- Full-time
The Data Advisor will be part of a small and effective cross-sectoral team within Green Municipal Fund (GMF) Programs. Our team provides support in the areas of program design, program…
Added 12 hours ago
FO
Government Relations Lead
Federation of Canadian Municipalities
Ottawa, ON · Hybrid - Ottawa
- Full-time
Serve as a trusted advisor to senior leadership, providing analysis, political intelligence, options, and recommendations on merging issues, stakeholder dynamics, government priorities, and…
Added 12 hours ago
FO
Director, Business Development and Network Engagement
Federation of Canadian Municipalities
Ottawa, ON · Hybrid - Ottawa
- Full-time
The Director supervises the Business Development Advisor and provides leadership for FCM's business development function. Working closely with the Advisor, the Director provides strategic…
Added 18 hours ago
NB
Banking Advisor
National Bank of Canada
Bathurst, NB
- Full-time
A career as a Banking Advisor at National Bank is a versatile and varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your…
Added 18 hours ago
NB
Wealth Associate
National Bank of Canada
Quebec, QC
- 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 18 hours ago
NB
Treasury Manager
National Bank of Canada
Coquitlam, BC
- Full-time
A career as a Treasury Manager at National Bank means acting as a treasury product specialist and trusted advisor for Commercial Banking clients.
Added 1 day ago
NB
Banking Advisor
National Bank of Canada
Sainte-Agathe-des-Monts, QC
- Full-time
A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and…
Added 1 day ago
WW
Industry Advisor-Manufacturing & Distribution
World Wide Technology
Toronto, ON · Greater Toronto Area, Canada
- Full-time
…Vertical Business Development organization in the role of Industry Advisor, Manufacturing & Distribution. WWT provides Digital Transformation solutions for our Manufacturing & Distribution…
Added 2 days ago
PC
310 Certified Technician
Parsons Corporation
Markham, ON
- Full-time
4+ years of practical experience in an automotive service or advisor role is an asset
Added 2 days ago
NB
Banking Advisor
National Bank of Canada
Sturgeon Falls, ON
- Full-time
A career as a Banking Advisor at National Bank is a versatile and varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your…
Added 2 days 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 2 days ago
NB
VIVCI - CONSEILLER BANCAIRE
National Bank of Canada
Montreal, QC
- Full-time
A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and…
Added 2 days ago
NB
VIVCI - CONSEILLER BANCAIRE
National Bank of Canada
Montreal, QC
- Full-time
A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and…
Added 2 days ago
NB
Banking Advisor
National Bank of Canada
Montreal, QC
- Full-time
A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and…
Added 2 days ago
NB
Wealth Associate
National Bank of Canada
Ottawa, 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 2 days ago
NB
BANKING ADVISOR
National Bank of Canada
Montreal, QC
- Full-time
A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and…

CIBC

Senior Financial Consultant, Reporting

Toronto, ON, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Oct 30, 2026
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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