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 Billing Coordinator within the CIBC Asset Management Operations team, you will be responsible for the quarterly invoicing of the CIBC Private Investment Counsel clients, various monthly tasks as well as reporting to different business partners. You will be accountable for providing professional, timely and efficient support to Client Servicing Managers, the Finance department and Private Wealth partners. In addition, you will be required to act as backup support for other members within the Operations team when required, such as billing functions for the CIBC Asset Management Institutional clients, the administration for processes surrounding equity, fixed income, currency and derivative products held within our accounts, data transmission, asset mix reporting, special projects, and other various tasks.
At CIBC we enable the work environment most optimal for you to thrive in your role. Details on your work arrangement (proportion of on-site and remote work) will be discussed at the time of your interview.
This is a 12-month contract.
How you’ll succeed
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Collaborative & Strong Communicator - Work collaboratively with Wealth Management Operations employees as well as CAM business partners on projects, initiatives and process enhancements. Comfortable with phone conversations and phone etiquette as well as in person meetings.
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Client-Focused - Develop strong relationships with business partners to build sustained confidence in our ability to provide excellent service and improve the overall client experience.
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System Savvy - Able to navigate many varied systems and is technically savvy. Examples of systems used in this role: SS&C, CCDB, Billing application, and REVPORT.
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Knowledge of products - Familiar with financial instruments and markets: equities, fixed Income, derivatives, etc.
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Multi-Tasker - experienced with multi-tasking and working in fast-paced, often-changing environment. Experience working in a team where processes and procedures are changing and updating.
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Detail Oriented - Complete all necessary activities related to the WM Operations including project and process documentation.
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Analytical - Troubleshoot and resolve operational issues and analyze the impacts initiatives and projects may have on internal processes.
Who You Are
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You put our clients first. You engage with purpose to find the right solutions. You go the extra mile, because it's the right thing to do.
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You give meaning to data. You enjoy investigating complex problems, and making sense of information. You're confident in your ability to communicate detailed information in an impactful way.
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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.
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You act like an owner. You thrive when you're empowered to take the lead, go above and beyond, and deliver results.
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Values matter to you. You bring your real self to work and you live our values – trust, teamwork and accountability.
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You're fluent in French and English to serve our clients in the community.
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.
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We work to recognize you in meaningful, personalized ways including a competitive compensation, a banking benefit*, wellbeing support and additional offers such as employee and family assistance programs 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.
*Subject to 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.
Expected End Date
2025-12-31
Job Location
Mont-1155 Rene Levesque O-12e
Employment Type
Temporary (Fixed Term)
Weekly Hours
37.5
Skills
Analytical Thinking, Customer Service, Operations Management, Prioritization, Quality Assurance (QA), Technical Knowledge
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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