Consultant, Reporting & Fulfillment, Investor’s Edge

at  CIBC

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
You’ll primarily be supporting the Client Strategy, Marketing, Product and Sales teams at Investor’s Edge (IE), the self-directed investing platform of CIBC. You will collaborate with sales, marketing, product, business insights and operation teams to identify and address business needs by leveraging data and analytics. This includes supporting marketing offers and the charging of annual fees. This role requires a background in research, data analysis and data-driven decision making skills. It is the launching pad for a career, with an opportunity to learn about and support many areas of the online brokerage business.
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

• Analytical Thinking - You’ll have access to a variety of data sources from web analytics, sales, transactions, demographic & qualitative. Through strong analytical skills you will identify important trends, insights and suggestions to increase sales or enhance the client experience. Prior experience extracting and analyzing data using SQL, Python, or another data package, and presenting your insights in Excel, Tableau, Power BI or similar tools are good to have. Excel duties could include financial modelling, reporting on marketing campaign and calculating NPVs of campaigns or initiatives.
• Time Management - Manage multiple concurrent objectives, project, groups and activities, while prioritizing and allocating time effectively.
• Collaborative Working - By working with the different teams across CIBC Investor’s Edge, you will help identify and/or action key opportunities to improve client experience and sales.
• Data Management – Working directly with internal team and multiple stakeholders to pull requested reports and data.
• Project Management – Experience in articulating business requirements to Project and/or Technology partners, to automate repetitive tasks and source required data.

Who You Are

• You have degree or diploma in engineering, business, STEM or related field.
• You demonstrate 2+ years’ experience working in the financial services industry or in the Canadian online brokerage industry using SQL, Excel, Tableau, Adobe Analytics (required).
• You act like an owner. You thrive when you’re empowered to take initiative, go above and beyond, and deliver results.
• You understand that success is in the details. You notice things that others don’t. Your critical thinking skills help to inform your decision making.
• You embrace and advocate for change. You continuously evolve your thinking and the way you work in order to deliver your best.
• 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.

• 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

• 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 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, 16th Floor
Employment Type
Regular
Weekly Hours
37.5
Skills
Analytical Thinking, Business Effectiveness, Communication, Detail-Oriented, Microsoft Excel, Microsoft Power Business Intelligence (BI), Process Improvements, Relationship Management, Structured Query Language (SQL), Teamwor

Please refer the Job description for details