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Added 8 hours ago
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Senior Financial Advisor - Abitibi-Témiscamingue
CIBC
Val-d'Or, QC
- Full-time
…financial plans and providing exceptional client service. As a Senior Financial Advisor in the Imperial Service Team, you’ll expertly deliver on CIBC’s Imperial Service approach, taking…
Added 8 hours ago
C
Senior Financial Advisor - CIRO-MFD/AMF - Beloeil
CIBC
Beloeil, QC
- Full-time
…financial plans and providing exceptional client service. As a Senior Financial Advisor in the Imperial Service Team, you’ll expertly deliver on CIBC’s Imperial Service approach, taking…
Added 8 hours ago
B
Market Leader Financial Planning
BMO
Toronto, ON
- Full-time
Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the business/group.
Added 8 hours ago
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SENIOR BUSINESS ADVISOR, BUSINESS STRATEGY - Toronto
BDC
Toronto, ON
- Full-time
As a Senior Business Advisor, Strategy within BDC Advisory Services, you act as a senior strategic advisor to entrepreneurs and executive teams at pivotal moments of growth, transformation,…
Added 10 hours ago
AC
Senior Manager, Indirect Tax
ACCA Careers
Toronto, ON
- Full-time
Make an impact with our Indirect Tax team as a Senior Manager. This diverse team of professionals delivers customized tax strategies within a complex and dynamic regulatory framework. As a…
Added 10 hours ago
AC
Senior Manager, U.S. Corporate Tax
ACCA Careers
Toronto, ON
- Full-time
Make an impact with our U.S. Corporate Tax team as a Senior Manager. This diverse team of professionals delivers customized tax strategies within a complex and dynamic regulatory framework.…
Added 16 hours ago
SM
Audit Supervisor
Soren McAdam LLP
High Level, AB
- Full-time
Bachelor’s in Accounting required, Minimum of 4-5 years of public accounting experience
Added 16 hours ago
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Senior Group Manager, Finance
TD
Toronto, ON
- Full-time
Act as the primary finance advisor to senior business and Finance executives on strategic, operational, and financial matters.
Added 21 hours ago
MS
Senior Construction Project Manager
ML6 Search + Talent Advisory
Toronto, ON
- Full-time
Act as a key advisor to senior leadership on project risk, strategy, and portfolio-level decision-making across the development pipeline.
Added 21 hours ago
AA
Consultant
Alpha Agency
Toronto, ON
- Full-time
…alternatives and insurance industries, Alpha is truly a trusted advisor for complex change programmes. We now have over 1,180 consultants working with clients across North America, the UK,…
Added 22 hours ago
AC
Global Mobility Tax - Senior Manager
ACCA Careers
Calgary, AB
- Full-time
As a Senior Manager, you will work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. Your role is essential as a tax technical…
Added 22 hours ago
R
Senior Manager, Risk Management & Compliance
RBC
Halifax, NS · Toronto, ON
- Full-time
Act as a key risk analyst and advisor to all teams under Enterprise Platform Services in RBC Tech Infrastructure with respect to Network & Collaboration Services, Shared Platform Services,…
Added 23 hours ago
AC
Senior Accountant, Tax
ACCA Careers
Toronto, ON
- Full-time
Make an impact with our Tax team as a Senior Accountant. This diverse team of professionals delivers customized tax strategies within a complex and dynamic regulatory framework. As a…
Added 1 day ago
M
Senior Field Supervision Manager
Manulife
Burlington, ON · Toronto, ON · Waterloo, ON · Montreal, QC
- Full-time
Senior Managers support both high-value and high-risk advisor offices through onsite visits and partners closely with the Regional Field Supervision Officer and Line 2 Compliance to ensure…
Added 1 day ago
NB
Senior advisor Digital Assets
National Bank of Canada
Montreal, QC
- Full-time
A career as a Senior Digital Assets Advisor in the Capital Markets Operations team at National Bank means acting as a strategic expert in digital assets. In this role, you will help shape…
Added 1 day ago
NB
Senior Financial Planning Advisor
National Bank of Canada
Montreal, QC
- Full-time
a Senior Financial Planner within the Financial Planning Team at National
Added 1 day ago
T
Senior Audit Group Manager, Financial Crimes COE(1011)
TD
Toronto, ON
- Full-time
Act as the lead audit advisor by providing guidance on emerging trends and issues to the senior leadership team to bring about meaningful improvements
Added 1 day ago
T
Senior Manager, Audit Stakeholder Communications (900)
TD
Toronto, ON
- Full-time
The Senior Manager, Audit Stakeholder Communications will oversee the execution of the Audit Division's global communications strategy, to drive impactful, timely and efficient…
Added 1 day ago
T
Senior Group Manager, Audit - Cybersecurity (ATH 1099)
TD
Toronto, ON
- Full-time
Act as lead audit advisor to management and respective teams for area of specialization. Report on emerging trends, identifying issues and opportunities and recommending action to senior…
Added 1 day ago
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Sr Manager, Compensation - Technology & Operations
BMO
Toronto, ON
- Full-time
Provides strategic input into business decisions as a trusted advisor.
Added 1 day ago
T
Senior Audit Manager, Quality Control Financial Crimes Audit (1140)
TD
Toronto, ON
- Full-time
Acts as lead audit advisor to management and respective teams for area of specialization. Reports on emerging trends, identifying issues and opportunities and recommending action to senior…
Added 1 day ago
C
Sr. Team Leader, Wealth Client Services
CIBC
Toronto, ON
- Full-time
Working in close partnership with the Manager of Private Banking Operations, the Senior Leader, Wealth Client Services ensures that the ongoing operation of the Private Wealth Management…
Added 1 day ago
M
Senior Accountant, Assurance and Accounting - Private Enterprise & Public Sector Audit
MNP
Vancouver, BC
- Full-time
Make an impact with our Assurance & Accounting team as a Senior Accountant. This diverse team of professionals are dedicated to exceeding clients’ unique needs within a rapidly evolving…
Added 1 day ago
M
Senior Accountant, Assurance and Accounting - Private Enterprise Services
MNP
Vancouver, BC
- Full-time
Make an impact with our Assurance & Accounting team as a Senior Accountant. This diverse team of professionals are dedicated to exceeding clients’ unique needs within a rapidly evolving…
Added 1 day ago
RB
Senior Manager, Risk Management & Compliance
Royal Bank of Canada
Halifax, NS · Toronto, ON
- Full-time
Act as a key risk analyst and advisor to all teams under Enterprise Platform Services in RBC Tech Infrastructure with respect to Network & Collaboration Services, Shared Platform Services,…

CIBC

Specialist, Client Services

Toronto, ON, Canada

The expected annualized base salary range for this role is $56,500 to $70,700. · Full-time

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Job details

Pay: The expected annualized base salary range for this role is $56,500 to $70,700.
Job type: Full-time
Apply by: Oct 15, 2026
Posting language: English
Posted: Oct 1, 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 a member of the Croesus Support team, you will work closely with team members, internal partners, and external vendors to support the day-to-day functions and activities related to the Croesus Advisor and Croesus Xpert portfolio management systems. You will assist frontline users at Wood Gundy branches by analyzing and resolving routine to moderately complex issues, escalating more complex matters to senior team members as needed.

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

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.

The expected annualized base salary range for this role is $56,500 to $70,700.

The base salary is determined by a variety of factors, including the candidate’s 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 strong computer skills, including excellent working knowledge of Excel and PowerPoint, and solid knowledge of Power BI. You are eager to learn and adapt to new tools and systems as needed.
Financial Acumen- You possess strong foundational knowledge of financial instruments such as stocks, mutual funds, and fixed income, along with related concepts and calculations such as projected income, yields, and performance. You are eager to continue building on this knowledge.
Organized & Detail Oriented- You use systems and tools to stay organized, pay close attention to detail, and follow established processes to ensure accuracy. You are enthusiastic about exploring and making the most of CIBC's technological offerings. Your critical thinking skills inform your decision-making.
Process Improvement- You contribute ideas and observations to help enhance team efficiency and client experience.

Who You Are

You have a post-secondary diploma or degree in business, finance, or information technology (or equivalent work experience). You have a strong interest in financial services. Current accreditation and are in good standing as an Investment Representative (IR) with Canadian Investment Regulatory Organization - Investment Dealer (CIRO-ID)and/or experience in the brokerage industry is an asset, but not required.
You're driven to succeed. You are motivated by accomplishing your goals and delivering your best work to make a meaningful impact.
You thrive in a team environment. You believe in the power of collaboration and enjoy working with others to achieve shared success.
You're detail-oriented. You take pride in your accuracy, are diligent in following up on tasks, and have a knack for spotting things others might miss.
You're resourceful and adaptable. You embrace learning new systems and processes, and you're comfortable adapting to change.
You're a strong communicator. You can convey information clearly and concisely, both in writing and verbally, and you're comfortable interacting with a range of stakeholders.

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

Skills

Accountability, Active Listening, Adaptability, Analytical Thinking, Client Service, Client Services, Collaboration, Communication, Critical Thinking, Customer Experience (CX), Customer Service, File Maintenance, Interpersonal Communication, Leveraging Technology, Microsoft Excel, Personal Initiative, Problem Solving, Process Improvements, Teamwork

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More about this job

Responsibilities

You will support the day-to-day functions of the Croesus Advisor and Croesus Xpert portfolio management systems by assisting frontline users with routine to moderately complex issues. Additionally, you will collaborate with internal partners and external vendors to ensure efficient team operations and client experience.

Requirements

Candidates must have a post-secondary diploma or degree in business, finance, or information technology, along with strong foundational knowledge of financial instruments. Proficiency in Microsoft Office tools and the ability to work independently in a distraction-free home environment are required.

Skills

Client service
Financial instruments
Portfolio management
Excel
PowerPoint
Power BI
Critical thinking
Problem solving
Communication
Collaboration
Detail oriented
Process improvement
Financial acumen
Technical support
Adaptability

Benefits

Competitive salary
Incentive pay
Banking benefits
Benefits program
Defined benefit pension plan
Employee share purchase plan
Vacation offering
Wellbeing support
MomentMakers recognition program
Purpose Day

Visa sponsorship

Not detected in the job text

Keywords

Croesus Advisor
Croesus Xpert
Portfolio management
Financial instruments
Stocks
Mutual funds
Fixed income
Excel
PowerPoint
Power BI
CIRO-ID
Investment Representative
Brokerage
Agent@Home
Client services
Technical support
Financial services
Data analysis
Process improvement
Remote work

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