Teams at CIBC

Provide credit support to Commercial Banking Managers by preparing and maintaining credit files, servicing client transactional needs, ensuring AML/GRLR compliance, performing financial and risk analysis, and handling administrative tasks (travel, expense reporting, onboarding/offboarding) to maximize team productivity and client service.

Provide administrative and client-support services to a Wood Gundy Investment Advisor team, maintain compliance in client files, assist with marketing/outreach, prepare investment plans and proposals, respond to client requests, and help grow client relationships.

Provide mortgage advice, meet clients remotely or in-person, build referral networks, convert leads into mortgage clients, manage mortgage documentation and process, and collaborate with banking centre teams to deliver personalized mortgage solutions.