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
The successful candidate will provide research guidance to CIBC Wood Gundy Investment Advisors on a variety of investment funds with a primary focus on mutual funds including liquid alternatives. You will contribute to a number of publications including the firm’s Recommended Mutual Fund Report, model portfolios, and writing investment ideas reports for the Investments Strategy Group. You will also aid in approving structured notes, guaranteed investment certificates (GICs) and high interest savings accounts (HISAs) for sale at CIBC Wood Gundy.
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
- Fund Manager Research- Conduct due diligence on mutual fund managers for the purpose of adding new funds to CIBC Wood Gundy’s approved list and making recommendations to advisors. Perform research and support the Executive Director, Investments in creating the Recommended Mutual Fund Report. As a key contributor to the business unit, this job has the authority to recommend changes to business processes in order to enhance operational efficiency and effectiveness. Prepare monthly product reporting and ad hoc report requests.
- Product Knowledge & Business Acumen- Monitor performance of the funds on the Recommended Mutual Fund Report and make recommendations for additions or removals. Strong contributor to maintaining paper-based model portfolios. Provide key support for regulatory requirements including Client Focused Reforms. Prepare and continue to update competitive surveys and industry trend analysis. As an employee of CIBC, the incumbent must comply with all applicable CIBC and Line of Business policies, standards, guidelines and controls. This person is responsible for and accountable for ensuring that the review and approval process of new investment products is in compliance with the New Product Review Committee Manual. Must be willing to complete industry and internal courses.
- Collaboration- Provide head office recommendations and support Mutual Funds for a sales force of more than 800 advisors. This job requires the person to actively participate in the New Product Review Working Team, a cross functional team consisting of representatives from Legal, Compliance, Operations, Structured Products and line of business representatives. Coordinate launch of new investment products with business partners including: review and execution of legal agreements, operations, technology and communications. Assist in the management of fund company relationships and partnerships by attending industry events and presentations. Manage special projects for the Investment Funds Team. Answer product inquiries from Investment Advisors. Handle escalated inquiries from general product hotline or other internal departments.
Who You Are
- You have experience and strong knowledge of mutual funds and the industry (familiar with National Instruments 81-102 and 81-105). Experience with ETFs and alternatives is also beneficial. Broad knowledge of investment products and strategy with a minimum 5 years financial service experience. Strong analytical and problem solving skills. Proficient with computer software applications such as spreadsheet, word processing and presentation programs. Knowledge and understanding of Morningstar Advisor and Bloomberg. Working experience with Morningstar Direct is very beneficial. Must have strong Microsoft Excel skills.
- You have a Undergraduate degree Undergraduate degree with a major/specialization in Business, Finance, Statistics, Mathematics, or Engineering.
- You’re a certified professional. CSC and CFA are considered strong assets.
- You have proactive problem solving skills with the ability to work independently to resolve complex queries in a timely and accurate fashion. Your strong analytical and project management skills will help you to answer the teams inquiries and solve problems efficiently.
- Values matter to you. You bring your real self to work and you live our 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.
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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.
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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.
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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
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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 [email protected]
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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.
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We may ask you to complete an attribute-based assessment and other skills tests (such as simulation, coding, French proficiency, MS Office). 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, 12th Floor
Employment Type
Regular
Weekly Hours
37.5
Skills
Analytical Thinking, Financial Analysis, Group Problem Solving, Investment Products, Large Group Presentations, Researching, Research Reporting, Wealth Management
What We Do
CIBC is here to help all our clients reach their goals.
We know the importance of reliable financial products and services, and we’re dedicated to providing them in a way that lets you bank however you want, whenever you want.
With innovative tools designed around your priorities and a team fully focused on your success, you’ll get the insights you need to get even closer to achieving your goals.
This culture of innovation and shared values of trust, teamwork and accountability are why we’ve been named a top employer in Canada. They’re also why a career at CIBC is more than a job—it’s an opportunity to grow and work alongside some of the brightest in Canada.
La Banque CIBC est là pour aider tous nos clients à atteindre leurs objectifs.
Nous connaissons l'importance de produits et services financiers fiables, et nous nous engageons à les fournir d'une manière qui vous permette d'effectuer vos opérations bancaires comme vous le souhaitez, quand vous le souhaitez.
Avec des outils innovants conçus autour de vos priorités et une équipe entièrement centrée sur votre réussite, vous obtiendrez les informations dont vous avez besoin pour vous rapprocher encore plus de vos objectifs.
Cette culture de l'innovation et les valeurs partagées de confiance, de travail d'équipe et de responsabilité sont la raison pour laquelle nous avons été nommés l'un des meilleurs employeurs au Canada. C'est aussi pourquoi une carrière à la Banque CIBC est plus qu'un emploi : c'est une occasion de grandir et de travailler aux côtés de certaines des personnes plus brillantes au Canada
