Senior Specialist, Operations Management-Bilingual

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Montréal, QC, CAN
In-Office
Senior level
Fintech • Payments • Financial Services
The Role
Leads operational reporting and analysis, develops dashboards and complex data models, manages Schwab and Fidelity access, audits client statement market values, and supports record retention and business continuity. The role drives process improvement, data integrity, compliance, and cross-functional solution delivery while mentoring junior analysts. French and English fluency are required, with hybrid work involving one to three onsite days per week.
Summary Generated by Built In

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 part of the Operations Management Reporting Team, you’ll play a key role in supporting CIBC’s operational excellence by delivering high-quality reporting and insightful analysis to drive business decisions. As a Senior Analyst, Operations Management, you’ll lead the development and enhancement of operational reports, build and maintain complex data models, and create strategic recommendations to optimize business processes. In this role, you’ll also be responsible for maintaining user access for Schwab and Fidelity websites, auditing market values for client statements, supporting record retention and business continuity processes, and creating firm-specific assets within the accounting system. You’ll collaborate with cross-functional partners to understand business needs, design solutions, and direct initiatives that improve efficiency and effectiveness across the organization. Your expertise will help ensure data integrity, support compliance requirements, and provide leadership on best practices in data management and reporting. You’ll also mentor junior analysts and contribute to a culture of continuous improvement.

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

  • Lead Reporting & Analysis – Design, build, and maintain advanced operational reports and dashboards, ensuring accuracy and actionable insights for business stakeholders.

  • User Access Management – Maintain user access for Schwab and Fidelity websites, ensuring security and compliance with internal policies.

  • Audit & Reconciliation – Audit market values for client statements to ensure accuracy and integrity of client reporting.

  • Process & Data Management – Support record retention and business continuity processes, and create firm-specific assets within the accounting system.

  • Drive Process Improvement – Identify and recommend opportunities to streamline and automate reporting and operational processes, increasing efficiency and reducing manual effort.

  • Collaborate Across Teams – Partner with business units, IT, and other stakeholders to gather requirements, align on objectives, and deliver solutions that meet evolving business needs.

  • Mentor & Share Knowledge – Provide guidance and support to junior analysts, fostering skill development and knowledge sharing within the team.

Who You Are

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

  • You know that details matter. You notice things that others don't. Your critical thinking skills help to inform your decision making.

  • You're motivated by collective success. You know that teamwork can transform a good idea into a great one, and you build strong relationships across the organization.

  • You're digitally savvy. You seek out innovative solutions and embrace evolving technologies. You can easily adapt to new tools and trends.

  • You love to learn. You're passionate about growing your knowledge and have a strong sense of curiosity.

  • You can demonstrate experience in data analysis, reporting tools (such as Excel, SQL, or BI platforms), operational systems, and process improvement methodologies. Experience with website access management and accounting systems is an asset.

  • You have a degree or diploma in Business, Finance, Data Analytics, or a related field.

  • Values matter to you. You bring your real self to work and you live our values - trust, teamwork, and accountability. 

  • You're fluent in French and English to serve our clients in the community. 

#LI-TA

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]

  • 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

Mont-1155 Rene Levesque O-12e

Employment Type

Regular

Weekly Hours

37.5

Skills

Analytical Thinking, Business Operations, Customer Service, Operations Management, Operations Support, Prioritization, Process Improvements, Technical Knowledge

Skills Required

  • Experience in data analysis, reporting tools such as Excel, SQL, or BI platforms, operational systems, and process improvement methodologies
  • Degree or diploma in Business, Finance, Data Analytics, or a related field
  • Fluency in French and English
  • Experience with website access management and accounting systems

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The Company
HQ: Toronto, Ontario
43,351 Employees

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

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