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9 Days AgoSaved
In-Office
Whitehorse, YT, CAN
Senior level
Senior level
Fintech • Payments • Financial Services
Manage and grow a portfolio of clients by providing personalized investment advice, comprehensive financial planning, lending and credit solutions, and exceptional service. Develop new business through networking, referrals, community involvement, and local market outreach. Build trusted client relationships, use financial planning tools, meet sales goals, and work flexible hours across multiple banking centres.
9 Days AgoSaved
In-Office
London, Greater London, England, GBR
Mid level
Mid level
Fintech • Payments • Financial Services
Leads accounting-focused business initiatives and analytics for CIBC’s London Wholesale Bank and Treasury businesses. Serves as a finance liaison to business, technology, risk, operations, and senior management partners; oversees reporting, P&L analysis, reconciliations, controls, production issue resolution, and month- and quarter-end activities. Supports new initiatives, process improvements, governance, and team training while ensuring accurate and timely financial reporting.
Top Skills: Artificial Intelligence (Ai) TechnologiesExcel
9 Days AgoSaved
In-Office
Toronto, ON, CAN
Senior level
Senior level
Fintech • Payments • Financial Services
Own the AI product portfolio by prioritizing use-case backlogs, defining product requirements and success criteria, maintaining roadmaps, and driving reusable AI assets across banking lines of business. The role translates business opportunities into product decisions, communicates portfolio capabilities and plans to stakeholders, and partners with leadership on ROI, capacity, and strategic priorities. Success requires strong product management experience, technical fluency in AI and analytics, stakeholder leadership, and financial services operations knowledge.
Top Skills: Ai AgentsArtificial IntelligenceData ScienceGenerative AiMachine LearningProduct Analytics
Reposted 9 Days AgoSaved
In-Office
Montréal, QC, CAN
Mid level
Mid level
Fintech • Payments • Financial Services
The Financial Planning Specialist develops financial strategies and plans for clients, provides expertise on various financial planning aspects, and supports Investment Advisors in client relationships and market activities.
9 Days AgoSaved
In-Office or Remote
5 Locations
Entry level
Entry level
Fintech • Payments • Financial Services
Provides credit administration and client support for commercial banking managers and portfolios. Prepares and maintains credit files, coordinates transactions and paperwork, addresses client requests, supports credit-related needs, and ensures compliance with AML and GRLR procedures. The role requires banking product knowledge, critical thinking, organization, communication, customer engagement, and investigation skills.
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9 Days AgoSaved
In-Office
Chicago, IL, USA
120K-135K Annually
Entry level
120K-135K Annually
Entry level
Fintech • Payments • Financial Services
Leads U.S. program and project financial reporting, budgeting, forecasting, variance analysis, and portfolio-level performance insights. Oversees financial metric validation, business case alignment, Power BI dashboard development, and executive reporting. Partners with Finance, project leaders, sponsors, and stakeholders to improve reporting standards, processes, controls, and decision-making. Supports strategic initiatives, cost optimization, operational metrics, and cross-functional coordination.
Top Skills: MS OfficePower Bi Desktop
9 Days AgoSaved
In-Office
Toronto, ON, CAN
Entry level
Entry level
Fintech • Payments • Financial Services
Own the Secure Analytics Access product portfolio, including vision, roadmap, backlog, lifecycle, onboarding standards, service operations, support processes, cost transparency, and chargeback mechanisms. Partner with security, architecture, engineering, analytics, operations, and business teams to enable secure, governed analytics adoption. Translate user and security requirements into scalable capabilities, establish operating models, remove impediments, and drive continuous improvement across enterprise analytics services.
Top Skills: AlteryxConfluenceData PipelinesDatabricksJIRAMachine LearningMicrosoft Power PlatformPower BISASTableauThoughtspot
Reposted 12 Days AgoSaved
In-Office
Houston, TX, USA
175K-225K Annually
Senior level
175K-225K Annually
Senior level
Fintech • Payments • Financial Services
As a Relationship Manager, you will manage high-net-worth client portfolios, drive profitability and ensure compliance while expanding your client base through networking and exceptional service.
Top Skills: Financial AnalysisInvestment ProductsPortfolio ManagementWealth Management
Reposted 12 Days AgoSaved
In-Office
Toronto, ON, CAN
Senior level
Senior level
Fintech • Payments • Financial Services
Lead and execute complex internal audits across Wealth Management, including risk assessment, control identification, audit testing, issue evaluation, and reporting. Contribute to annual audit planning, assess control design and effectiveness, identify significant weaknesses, and provide independent opinions. Coach audit team members and lead assignments while building strong relationships with business partners. The role requires expertise in auditing, accounting, Wealth Management, and Canadian regulatory requirements.
Reposted 12 Days AgoSaved
In-Office
Castlegar, BC, CAN
Junior
Junior
Fintech • Payments • Financial Services
Build and grow a client portfolio through relationship management, financial advice, and exceptional client service. Provide needs-based solutions across banking, investments, lending and estate planning, generate leads and referrals, participate in community outreach, and work flexible banking centre hours on-site, possibly across multiple branches.
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