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Overview

Location(s):  Canada : Quebec : Westmount 

As a member of the Personal and Business Banking team, you’ll work in a fast-paced Banking Centre where you’ll make a meaningful difference in our clients’ lives. As a Financial Services Representative, you’ll foster key relationships with clients, understand their financial and personal goals, provide informative and tailored service, and recommend the right products and solutions that will help their financial success. You’re flexible to work our banking centre hours which may include evenings and weekends. To help deliver a great client experience, you’re flexible to work at multiple banking centres within a reasonable travel distance. 

At CIBC we enable the work environment most optimal for you to thrive in your role. To successfully perform the work, you’ll be on-site full-time

How you'll succeed

• Client engagement - Meet with clients to understand their personal and business priorities, advise them on solutions, and provide a forward-looking financial plan. Use your knowledge of cash management, credit, investment and wealth protection to help clients meet their goals.

• Relationship building - Engage in marketing and outreach activities to show clients you value them and their communities. Grow your network, deepen existing relationships, and work as one team to ensure clients are connected to the right people and opportunities.

• Leveraging technology - Become a technology expert. Share your knowledge by introducing clients to our mobile banking applications, helping them to better manage their banking needs.

Who you are

• 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.

• You’re goal oriented. You’re motivated by accomplishing your goals and delivering your best to make a difference.

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

• You’re passionate about people. You find meaning in relationships, and surround yourself with a diverse network of partners. You build trust through respect and authenticity.

• You love to learn. You’re passionate about growing your knowledge, and you know that there is no limit to what you can achieve.

• You’re a certified professional. You have current accreditation and good standing Mutual Funds License (Canadian Securities Course or Investment Funds In Canada).

• You can demonstrate 1 year experience in working with clients and achieving sales results. It’s an asset if you have prior banking experience in a similar capacity.

• 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 Mailbox.careers-carrieres@cibc.com

• 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

Westmount-Sherbrooke&Victoria

Employment Type

Regular

Weekly Hours

37.5

Skills

Accountability, Banking, Building Trust, Communication, Credit, Financial Products, Investments, Lending (Inactive), Relationship Building, Teamwork

Are you a visionary marketing leader with a passion for driving growth and innovation? BDC is looking for a dynamic and strategic Chief Marketing Officer (CMO) to join our Senior Management Committee (SMC) and lead our marketing efforts to new heights. As the CMO, you will play a pivotal role in establishing BDC's strategic positioning in the marketplace. You will have the opportunity to make a significant impact on Canadian entrepreneurs and other business community stakeholders.

Why BDC?

At BDC, we are committed to supporting Canadian entrepreneurs.  We’ve been working with business owners for more than 80 years. We know their challenges and we understand their needs. And we want them to grow and succeed. We offer a collaborative and inclusive work environment where your ideas and contributions are valued. Join us and be part of a team that is dedicated to empowering a nation of dreamers and doers to build a better tomorrow for all.

CHALLENGES TO BE MET

• Strategic Leadership: As a key member of BDC’s Senior Management Committee, you will help determine and achieve corporate and business strategies, plans, and investments to fulfill BDC’s mission and mandate.

• Marketing Vision: Lead the definition and implementation of the strategic vision and operational direction for BDC’s marketing plan, enhancing our position in niche markets and the broader business community.

• Innovative Campaigns: Create and lead all marketing strategies, overseeing the implementation of tactical plans that align with BDC’s corporate vision and mandate. Drive growth through advanced campaign automation and multichannel campaigns.

• Client Experience: Lead the evolution of BDC’s client experience (CX) vision and strategy, ensuring a seamless and positive experience across all client touchpoints.

• Market Intelligence and Lead Generation: Develop segmentation, competitive analysis, market intelligence, prospecting, and lead generation to support market activity levels nationally and regionally.

• Brand Positioning: Position BDC as a leading-edge organization by aligning and guiding our advertising, interactive programs, electronic and social media initiatives, and communications.

• Partnerships and Events: Lead the creation and planning of national advertising campaigns, regional deployment, and a comprehensive strategy for events, partnerships, and field marketing.

• People Leadership: Promote BDC’s people management strategy to attract, retain, and motivate top talent. Build a strong team of senior leaders to meet current and future resourcing needs.

WHAT WE ARE LOOKING FOR

• Educational Background: University degree in marketing; a graduate degree is an asset.

• Experience: At least 20 years of relevant experience, with 5 to 7 years in a senior management role.

• Experience in the financial services sector is a significant asset.

Skills and Competencies:

• Broad and deep understanding of marketing, financial services products, and financial instruments.

• Strategic capabilities to develop and implement strategies that increase value and deliver on organizational objectives.

• Deep understanding of the digital environment, data & analytics, and evolving tools and platforms used to improve operations and client experience.

• Ability to quickly gain credibility and influence senior management and Board members.

• Strong communication and collaboration skills with the ability to work with cross-functional teams across business lines and regions.

• Strong people leadership capabilities with the ability to lead transformations and manage a team of highly specialized professionals.

• Ability to operate well in an ambiguous and rapidly changing environment.

• Fully bilingual in French and English, both verbal and written.

This position’s duties require access to confidential information. As a condition of employment, the position therefore requires a "secret" security clearance. The selected candidate will therefore have to submit to an investigation by the Canadian Security Intelligence Service. Satisfactory results are a condition of employment.

We are looking for a highly organized and proactive Administrative Assistant to support our Chief Economist and the Vice-President of External Communications. This role requires a rigorous person with excellent coordination skills, including complex travel planning, and the ability to provide day-to-day administrative support in a bilingual and dynamic environment.

CHALLENGES TO BE MET

• Coordinate travel logistics (domestic and international): flights, accommodations, itineraries, expense reports.

• Manage calendars, organize meetings in different time zones, and prepare briefing documents.

• Support the preparation of presentations, reports and communications for internal and external audiences.

• Liaise with internal teams and external stakeholders to ensure smooth coordination.

• Process invoices, purchase orders and expense reports in accordance with internal policies.

• Provide ad hoc support to the Executive Assistant as required.

WHAT WE ARE LOOKING FOR

• Diploma of Collegial Studies (DEP or DEC) in office automation technology or related field.

• Minimum of 3 years of relevant experience in administrative support, ideally in a corporate or public affairs context.

• Demonstrated experience in managing complex travel and executive agendas.

• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).

• Excellent organizational, time management and prioritization skills.

• Excellent oral and written communication skills in French and English.

• Discretion, diplomacy and professionalism.

• Ability to work independently and adapt to changing priorities.

#INDHP

EspaceProprio is an independent subsidiary of the Desjardins Group, which works exclusively in the field of housing and ensures the integration, coordination and support of the various companies acquired by Desjardins, such as DuProprio, RénoAssistance and Confia.

#LBDP

#LI-Hybrid

When you join ScotiaMcLeod, you’ll be empowered to deliver Enriched Thinking®, a unique approach that incorporates your client’s thinking, as well as our thinking, to drive results. You’ll work with a team of specialists to deliver a client-centric approach to wealth management, enabling you to consider all the facets of your client’s life, family and business. With a focus on total wealth planning, and wealth specialists to help you deliver on this unique value proposition, you’ll be enabling clients to see not just the big picture, but all the little ones too.

As an Administrative Support Assistant, your role is to provide administrative support to one or more Advisors and their teams.  

IS THIS ROLE RIGHT FOR YOU

In the role you will:

1. Ensure a high level of non-trade client service by:

• Acting as receptionist by answering phones and greeting clients
• Arranging client meetings including venues, preparing printed materials and handling schedule changes
• Assisting with Advisor seminars by booking venues, scheduling guests, greeting clients, arranging for refreshments etc.
• Following up on client meetings and entering notes in contact management system
• Processing client requests, account transfers, deposits, withdrawals and payments, requests for tax receipts and account reporting
• Responding to client inquiries and issues in a timely, responsive manner and escalating to Advisor when appropriate

2. Provide administrative support by:

• Processing client account documentation
• Assisting in writing and processing clients’/prospects letters and proposals
• Ordering marketing materials
• Maintaining client files and information on the appropriate systems
• Opening new accounts and processing new account documentation
• Processing account transfer documentation and follow up to ensure receipt
• Following up on outstanding documentation for restricted accounts
• Ensuring all client interaction is accurately documented
• Gathering deferred sales charge (DSC) information
• Ensuring adherence of all regulatory rules as it relates to client accounts and related documentation
• Following up with clients on missing documentation required as per the industry regulatory requirements

3. Contribute to the effective functioning of the branch team by:

• Building effective working relationships across the team and with various business line and corporate function contacts
• Maintaining a high level of customer service
• Facilitating a culture of open and honest communication
• Actively participating and contributing to touch bases and team meetings
• Encouraging the generation of new ideas and approaches
• Actively sharing knowledge and experience to enhance the development of all team members
• Developing and executing a meaningful employee development plan

DO YOU HAVE THE SKILLS
We would love to work with you if you have:

• Excellent written and verbal communication skills
• Strong organizational skills
• Ability to take initiative and work independently
• Ability to meet deadlines
• Knowledge of Microsoft systems: Word, Excel and PowerPoint
• Secondary education

Working Conditions  

The role operates within a standard office environment.

Pursuant to a language needs assessment conducted by Scotiabank, the successful candidate will be required to be able to communicate in English and French as they will be required to work closely with other groups from head office who operate primarily in English, and they will serve and English-speaking clientele.

#SWM

EspaceProprio is an independent subsidiary of the Desjardins Group, which works exclusively in the field of housing and ensures the integration, coordination and support of the various companies acquired by Desjardins, such as DuProprio, RénoAssistance and Confia.

#LBDP

#LI-Hybrid

BDC will be migrating its business units over the coming months to its next-generation cloud data platform, which also includes several Microsoft Power BI components.

In this context, BDC is seeking a brilliant and motivated Data Visualization Specialist, with strong expertise in Microsoft Power BI—both in development and administration—and excellent data visualization skills.

So, if you're passionate about using data and analytics to drive strategic decision-making in support of Canadian entrepreneurs, this role is for you!

As a data visualization Solution Engineer reporting to the Data Visualization team, you will play a key leadership role in transforming datasets into meaningful insights through compelling visuals for end users.

Success in this role depends on your ability to design, develop, and evolve impactful data visualization products (dashboards, scorecards, semantic models, etc.), define and promote best practices in data visualization, and build capabilities that enable a community of analytical users to effectively create their own data visualization products.

CHALLENGES AHEAD

• Governance of Visualization Solutions: Oversee the production and evolution of data visualization solutions by facilitating the promotion process, creating and managing templates, and ensuring the high quality of solutions before deployment.

• Architecture Support: Assist the architecture team in designing and evolving solutions, and in integrating with other service platforms (data catalog, data quality, etc.).

• Design Leadership: Lead design sessions, provide guidance and mentorship, and promote user-centric and role-based design approaches.

• Development of Composite Solutions: Design, build, implement, and support composite data visualization applications and automated workflows.

• Production Analytics Management: Manage production analytics solutions with an asset management mindset, including content management, security implementation, administrative configuration, and coordination with other teams and vendors.

• Business Collaboration: Work with business units to gather requirements by focusing on desired outcomes and working backwards, while proactively communicating and collaborating with internal stakeholders.

• CI/CD Implementation: Implement and manage CI/CD pipelines using Azure DevOps to automate deployments and product testing.

• Source Control & Collaboration: Promote the use of Git and Azure DevOps for source code management and collaboration within the Microsoft Power BI ecosystem.

• Power BI Administration: Perform administrative tasks on the Microsoft Power BI platform, including capacity, availability, performance, security, and license management.

• Platform Auditing & Compliance: Audit platform content and manage the obsolescence and compliance of its components and products (reports, datasets, code, design, security, etc.).

• Training & Mentorship: Train and mentor junior members of analytics teams on best practices in data visualization and CI/CD pipeline management.

WHAT WE ARE LOOKING FOR

• Bachelor's or Master's degree in computer science, information systems, mathematics, or a related field.

• 6+ years of relevant experience with the Microsoft PowerBI platform (or Tableau) in terms of platform management and development of data visualization solutions (datasets, dashboards...).

• Practical experience in data integration and transformation in cloud environments (Databricks, Azure) and on-premises (SQL servers, Informatica).

• Practical experience using Git with Azure DevOps (3+ years) for CI/CD pipeline management (Pipelines as Code with YAML).

• Practical experience using and administering data visualization platform such as Power BI, Tableau, etc.

• Proficiency in Microsoft development languages DAX, TSQL, Powershell, Python, R, etc.

• Experience in data analysis and understanding of different types of data models (3NF, Multidimensional...).

• Ability to understand the flow and mechanics of data and systems within BDC, their characteristics, and limitations.

• Solid understanding of the capabilities and limitations of various data analysis techniques, from basic modeling to machine learning, to choose the right method for the analysis at hand.

• Excellent analytical and conceptual thinking skills.

• Ability to influence stakeholders and work closely with them to determine acceptable solutions.

• Excellent planning, organization, teamwork, documentation, and time management skills.

• Interpersonal skills, fostering collaboration, and building cross-functional relationships.

• Results-oriented, strongly focused on ownership and accountability.

• 5+ years of experience working in or with Lean and Agile software delivery teams (Safe, Scrum...).

• Bilingualism (French and English) written and spoken.

• Experience in financial services or the banking sector is an asset.

#INDHP