Customer Service Representative

Full Time | Downtown Toronto Central Bay Street, ONTARIO | 4 months | Deadline: 29 Mar 2019
This position has expired. Do not apply!

Job Summary

Full Time

$110,833 Average salary of similar jobs | Check Salary...

Job Description

Portfolio Systems Analyst
Requisition ID
: 19004916
Position Type: Regular
Position Status: Full Time
: Brokerage
Work Location
: Canada-Ontario-Toronto-800 Bay Street 4th Floor
Unposting Date
: Mar 29, 2019, 11:59:00 PM


We’re on a mission to build the relationship-focused bank of the future and we’re looking for the passionate collaborators, innovators, advisors, and leaders who can get us there. Our distinct culture is built on a shared commitment to do what’s right for our clients, our people, and our communities, and we strive for excellence in everything we do. Because life at CIBC is not only what you do, but how you do it.
To learn more about CIBC, please visit
What You’ll Be Doing
The Portfolio Systems Analyst (PSA) will work within a matrix to support the day-to-day functions and activities of the Croesus portfolio management system.  They will work with the team Supervisor to improve the overall efficiency and effectiveness of the department.  The incumbent will work in conjunction with the Croesus Project team under the Senior Manager and will assist with documentation and procedures as required.
The PSA Team supports the Croesus portfolio management system that is used by Wood Gundy Investment Advisors,  branch staff, and ISI.  The role is to provide assistance, guidance and knowledge to resolve difficult and complex problems.
How You’ll Succeed

  • Investigate and Resolve Client Issues - Provide guidance and assistance to the team towards the resolution of difficult and complex problems. Identify problems, extract information and perform detailed analysis. Assist with any issues or situations requiring intervention by either the business and/or technology division and ensure issues are tracked and managed until resolved.

  • Project Support – Perform pre/post implementation testing of application fixes/enhancements to ensure resolution and user satisfaction following Croesus (Vendor) bundle releases. Assist with projects, initiatives and act as a testing resource as required. Assume a SME role on the Croesus portfolio system and participate as SME when required during training and development sessions .

  • Administration Support – Prepare and maintain documentation on procedures/processes for the PSA manual. Review and provide statistical reporting to the Supervisor. Develop and maintain communication opportunities with other Operations departments to assure data is accurate (e.g. BFS, CID, Re-organization, RRSP, Entitlements, ICS, Training and Development etc).  Monitor and develop methods to improve and enhance SLA measurements. Identify, correct issues related to Broadridge data, resolve portfolio management issues and assist the Supervisor with capacity planning.


Who You Are
  • You have a post -secondary degree/diploma in business and/or information technology systems (or equivalent work experience ).
  • You are a certified professional. Completion of Canadian Securities Course ( CSC) or experience in the Brokerage industry.
  • You have knowledge of CIBC WG branch structure .
  • You have advanced computer skills with an excellent working knowledge of Excel.
  • You have knowledge of financial markets including Stock, Option, Fixed Income and Mutual Funds.
  • You have working knowledge of financial product concepts and calculations (bond amortization, accrued income, expected income, yields ).
  • It’s an asset if: you are bilingual in French and English.

What CIBC Offers
At CIBC, our people are our grea test asset. You’ll become part of a diverse community that acknowledges everyone’s unique talents, and empowers teams to do what’s right for the client, and to do it well. As part of our team, you will:

  • Thrive: Benefit from an open and approachable culture that provides the flexibility and support you need to integrate your life at work and at home

  • Connect : Work in a place where the right technology and infrastructure fosters innovation, collaboration and creativity

  • Develop: Grow your skills and career through our best-in-class onboarding experience, ongoing learning opportunities, individual development planning, and comprehensive product training

  • Prosper: Share in our collective success with a competitive salary, incentive pay, banking benefits, health benefits program, and employee share purchase plan

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 during the application or interview process, please contact

  • You need to be legally eligible to work in Canada at the location(s) specified above and, where applicable, must have a valid work or study permit.

  • This is a full-time role with a schedule of 37.5 hours each week, you may be required occasionally work outside of business hours.

Similar Jobs

  • What is the opportunity? RBC Dominion Securities Vaughan Branch is looking for an Associate to join their team. You will support an established and growing Investment Advisor's Discretionary...

  • What is the opportunity? Do you thrive in working in an interactive team environment? Are you a quick learner of systems? Do you have strong written and spoken communication skills? As an...

  • Position Title Merchandising Associate Closing Date 7/26/2019 Job Description If you have a passion for customer service and thrive in a high energy, performance driven environment, we have an...

  • Position Title Merchandising Associate Closing Date 7/25/2019 Job Description If you have a passion for customer service and thrive in a high energy, performance driven environment, we have an...

  • What is the opportunity? As the Planning Manager, you will manage all aspects of the IT budgetary process (development, maintenance and NIE) and drive the annual work plan across multiple IT teams...

  • BDO is a firm built on a foundation of positive relationships with our people and our clients. Each day, we rely on our professionals to provide exceptional service, and help our clients by...

Similar Jobs