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Senior Manager, Investment Products and Strategic Initiatives (18 Month Secondment)

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CIBC

Jul 5, 2024

Applications are closed

  • Job
    Full-time
    Senior Level
  • Banking & Finance
  • Toronto

Requirements

  • Collaboration – Working with internal product manufacturers including Asset Management and Capital Markets to ensure product shelf offering is sufficient and competitive, this work is carried out through new investment product review and approval process as well as periodical product shelf review.
  • Problem Solving – Acting as a consultant, project manager and lead on any strategic business initiatives which would impact distribution across different advisory platforms. This includes but is not limited to reviewing and approving customized products and trade exceptions and creating and managing the long-term strategy as it pertains to product shelf management.
  • Critical thinking – Apply critical thinking, creativity, and sound judgment to determine the best possible outcomes by utilizing data to support strategic decision making.
  • Relationship Management – You build strong relationships internally and externally. You understand the views of various stakeholders and facilitate problem solving to find the best solution for our clients, employees, and stakeholders.
  • Who you are
  • You have a minimum of 5 years of financial service experience. You have a strong knowledge of mutual funds and the industry, and a broad knowledge of investment products. An understanding of Morningstar Advisor, Morningstar Direct and Bloomberg is an asset.
  • You have a Undergraduate degree with a major/specialization in Business, Finance, Statistics, Mathematics, or Engineering
  • You’re a certified professional. CSC mandatory, CFA and/or CAIA considered a strong asset
  • Values matter to you. You bring your real self to work, and you live our values – trust, teamwork, and accountability.

Responsibilities

  • As the Senior Manager, Investment Products and Strategic Initiatives, you will support a multitude of functions including investment product research, delivering strategic initiatives and leveraging data and insights to make strategic recommendations to enhance the CIBC Imperial Investor Service platform, supporting our Imperial Service and Private Banking clients.
  • You will support the team to manage the Product Review committee mandate and conduct periodic industry and product specific analysis on Mutual Funds, Structured Notes and Market Linked GICs to ensure the CIBC Imperial Investor Service product shelf meets our mass affluent client needs. In addition, you will be heavily involved in the process of building and maintaining business intelligence/reporting capability (both regular and ad hoc) for the CIBC Imperial Investor Service business. You will also take a lead role in representing the business on various strategic business initiatives.

FAQs

What is the primary purpose of the Senior Manager, Investment Products and Strategic Initiatives role at CIBC?

The primary purpose of this role is to support various functions including investment product research, delivering strategic initiatives, and leveraging data and insights to enhance the CIBC Imperial Investor Service platform for Imperial Service and Private Banking clients.

What kind of experience is required for this position?

A minimum of 5 years of financial service experience is required, along with a strong knowledge of mutual funds and investment products. Familiarity with tools such as Morningstar Advisor, Morningstar Direct, and Bloomberg is considered an asset.

What educational background is preferred for applicants?

Applicants should have an undergraduate degree with a major or specialization in Business, Finance, Statistics, Mathematics, or Engineering.

Are there any professional certifications required for this role?

Yes, the Canadian Securities Course (CSC) is mandatory, while certifications such as Chartered Financial Analyst (CFA) and/or Chartered Alternative Investment Analyst (CAIA) are considered strong assets.

What types of analysis will the Senior Manager conduct?

The Senior Manager will conduct periodic industry and product-specific analysis on Mutual Funds, Structured Notes, and Market Linked GICs to ensure that the product shelf meets the needs of mass affluent clients.

How does CIBC’s work environment support employees in this role?

CIBC offers a hybrid work arrangement that allows flexibility in managing work activities, with employees expected to spend 1-3 days per week on-site and the remaining days remote.

What skills are highlighted as important for success in this position?

Important skills include collaboration, problem solving, critical thinking, and relationship management.

What benefits does CIBC provide to its employees?

CIBC recognizes employees through competitive compensation, banking benefits, wellbeing support, employee and family assistance programs, and a social recognition program called MomentMakers.

What is the expected end date for this secondment role?

The expected end date for this role is January 30, 2026.

Where is this position located?

The job is located at CIBC’s office in Toronto at 81 Bay, 24th Floor.

What is the employment type for this role?

The employment type is temporary (fixed term).

What is the weekly working hour expectation for this position?

The weekly hours for this position are set at 37.5 hours.

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CIBC

Ambitions Made Real

Finance
Industry
10,001+
Employees
1961
Founded Year

Mission & Purpose

The Canadian Imperial Bank of Commerce (CIBC) is a major financial institution that provides a wide range of banking and financial services. CIBC's ultimate mission is to be a leading, innovative financial institution that helps clients achieve their financial goals. The bank's purpose is rooted in delivering trusted advice and exceptional service to individuals, businesses, and communities. CIBC is committed to fostering economic growth, supporting financial well-being, and contributing to the overall prosperity of its clients and the regions it serves. With a focus on integrity and customer satisfaction, CIBC plays a vital role in the Canadian and international financial landscape, offering solutions that span banking, wealth management, and capital markets to meet the diverse needs of its stakeholders.

Benefits

  • Financial health

    Rewards and resources to support your short and long-term financial goals. At a glance: 50% employee share matching plan, Employee Banking Offer including free banking services, credit cards and more, Defined Benefit Pension Plan that provides you with a secure retirement for life

  • Mental health

    Resources to support your mental health and increase your resiliency. At a glance: Mental health therapy covered at 100% and $5,000 per person per year, Online and in-person counselling, Shareable mental health video library, Mindfulness education and practice tools