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Added 9 mins ago
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CIBC

Specialist, Client Services

Toronto, ON, Canada

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

Apply About employer

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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

Apply About employer

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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