Portfolio Financial Consultant

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 the Portfolio Financial Consultant, you will report to the Director, Portfolio Initiatives & Execution and will be leading the timely delivery and accuracy of health and financial information with value-add insights on all CIBC Canadian Banking project investment funded by EPP (Enterprise Project Portfolio), by Partners and by Line of Business DOE (Direct Operating Expenses). You will be maintaining relationships with the Line of Business Executives and Leaders, Delivery Leads and respective delivery teams, business partners and technology teams, Strategic Growth Initiatives (SGI) Office, Enterprise Project Office (EPO) to ensure compliance on all aspects of the project investments governance.

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

• Project performance analytics and reporting – Responsible for the production of aggregate reporting of the Canadian Banking project portfolio, monitoring overall performance and highlighting/escalating areas of concern. Appropriate value added recommendations are brought to the respective escalation points promptly for executive level decision making and minimize risk and impact to the overall business strategic goals.

• Provide analytical insights – Provide insights on the portfolio management of financial and benefits. Reviewing trends and projections to accordingly provide analytical view of the data and recommendations. Recommend changes to business processes in order to enhance operational efficiency and effectiveness.

• Maintain Relationships – Partners and maintains ongoing open communication with transparency with primary stakeholders within the Canadian Banking business areas to ensure oversight and alignment on all for Canadian Banking programs, projects and initiatives information tracked and reported by the Canadian Banking PMO. Advocate/facilitate information gathering and sharing with the Business executives, leaders, owners and delivery managers, EPO, Enterprise Strategy Office, Canadian Banking Project and Business Finance, and Canadian Banking Executive and Leaders throughout the execution of Portfolio Management functions. Seek and foster cooperation at all times to timely achieve shared business goals and priorities

Who you are

• You can demonstrate experience. 5+ years of project management and/or financial reporting experience in the financial industry. You are comfortable communicating analytical insights to the audience including senior leaders. Ability to look at large amounts of data to extrapolate investment insights like trends, risks, potential gaps within the portfolio. Proficiency in reporting tools of Excel, Alteryx and Tableau along with strong knowledge of data management standards.

• You have a degree/diploma. In mathematics, statistics, finance, project management, computer science, and/or related field.

• You can demonstrate knowledge. Knowledge of Personal & Business Banking Products and Canadian Commercial and Wealth including systems and processes. You understand business end-to-end scenarios from a client, business user and product management view.

• You give meaning to data. You enjoy investigating complex problems and making sense of information. You communicate detailed information in a meaningful way.

• You're passionate about people. You find meaning in relationships and surround yourself with a diverse network of partners. You connect with others through respect and authenticity.

• You know that details matter. 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 [email protected]

• 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, 23rd Floor

Employment Type

Regular

Weekly Hours

37.5

Skills

Accounting, Analytical Thinking, Communication, Deposit Products, Expense Forecasting, Financial Reporting and Analysis, Lending Products, Market Analysis, Process Improvements