Financial Advisor responsible for building and managing client portfolios, providing financial advice, and driving business development within CIBC’s banking centres.
Responsibilities
Build and grow a dedicated client portfolio through relationship management
Deliver financial advice and solutions across banking, investments, lending and estate planning
Cultivate new client relationships and generate opportunities
Participate in community involvement and marketing activities
Build and grow a dedicated client portfolio through relationship management, financial services support, and exceptional client service, acting as a single point of contact for clients to help them plan for today’s needs and tomorrow’s goals.
Responsibilities
Deliver tailored advice and solutions in all areas of financial planning including day-to-day banking, investments, lending and estate planning
Cultivate network to establish new client relationships
Create sales plans to convert leads into new clients
Attend local events and participate in marketing and outreach activities
Requirements
CIRO-MFD certification
AMF licensing (Quebec)
Successful completion of Canadian Investment Funds Course (CIFC) or the Canadian Securities Course (CSC)
Support the delivery of client materials and client servicing activities while helping ensure service standards, policies, and procedures are applied consistently for institutional clients.
Responsibilities
Coordinate the preparation and completion of client deliverables, including account administration, client reporting, servicing presentations, and due diligence questionnaires
Support Institutional Client Relations Managers in responding to client and consultant inquiries and in building strong, trusted relationships
Communicate directly with external stakeholders, including English and French speaking clients and consultants
Develop and enhance high-quality institutional client materials, including asset class presentations, market commentaries, and ad hoc deliverables
Oversee and support Analysts in preparing KYC and AML packages, responding to compliance-related requests, and responding to audit inquiries
Requirements
Degree/diploma in Commerce, Business Administration, Economics or a related field
Nice to have: Institutional client servicing
Nice to have: Supporting consultant relations
Nice to have: Client portfolio management activities
Senior Payroll Analyst responsible for timely and accurate processing of salaried and hourly payrolls across the United States and Canada, ensuring compliance, financial accuracy, and operational excellence.
Locations (2)
United States
Canada
Responsibilities
Process weekly, bi-weekly, and monthly payrolls for U.S. and Canada
Manage bonus, stock, and executive payrolls
Handle tax and cash funding activities
Perform general ledger processing and adjustments
Reconcile employee and employer accounts
Requirements
4-year college degree minimum
Nice to have: Automation of payroll processes
Nice to have: System upgrades and enhancements
Nice to have: Project management for payroll initiatives
Provide support to senior leadership in pension, investment, and treasury functions, delivering financial analysis, reporting, and stakeholder engagement.
Locations (2)
Tiverton, Ontario, Canada
Toronto, Ontario, Canada
Compensation
offers a competitive compensation package
Responsibilities
Provide support to the Senior Director and Executive Vice President Finance in carrying out the accountabilities of the pension, investment fund and treasury management functions
Provide advice, guidance and support to line managers and senior management in carrying out their financial control accountabilities
Administer the pension plan, investment fund and operating business’s cash flow requirements and processes
Develop and administer the pension plan, investment fund and treasury performance monitoring process
Provide advice, guidance and support to the line manager organizations as a specialist in portfolio management, investment concepts, hedging, liquidity management
Lead the department that supports Clarity’s commercial and go-to-market teams, building and improving processes, tools, and operating practices to enable business growth.
Responsibilities
Lead operations and go-to-market system teams
Plan, procure, maintain, optimize, and oversee the sales technology stack
Work with product and data leaders to set data quality standards
Establish and manage operational cadence for sales organization
Strategize and lead high-performing lead generation research team
Requirements
Nice to have: Experience within a fintech or marketplace environment
Nice to have: Operational workflows and data management
Nice to have: Advanced business intelligence and data visualization tools (Omni, Tableau, Looker, Power BI)
Nice to have: Understanding of financial services regulations and compliance
Nice to have: B2B sales environment with complex sales cycles
Responsible for specimen collection, phlebotomy, ECG, special test collections, data entry, and client relationship management in a laboratory setting.
Locations (4)
Stratford, Ontario, Canada
Listowel, Ontario, Canada
Clinton, Ontario, Canada
St. Mary's, Ontario, Canada
Compensation
LifeLabs’ compensation programs are commensurate based on the role, skill, effort, responsibility and working conditions, irrespective of gender, race, ethnicity, beliefs, age or any other personal characteristics. Pay programs are communicated regularly in an accessible and transparent manner.
Responsibilities
Greet and request required information from patients
As a Lab Patient Technician you will be responsible for the specimen collection process, from greeting patients through to preparation of specimens for transportation.
Compensation
LifeLabs’ compensation programs are commensurate based on the role, skill, effort, responsibility and working conditions, irrespective of gender, race, ethnicity, beliefs, age or any other personal characteristics.
Responsibilities
Greet and request required information from patients, explain the specimen collection process, and ensure patients have followed necessary test protocol prior to specimen collection.
Perform phlebotomies, connect/disconnect holter monitors, and perform ECG tracings.
Perform special test collections, such as medical/legal drug screens, paternity tests, and clinical trials, and complete related documentation.
Maintain client relationships, including responding to inquiries and following up on requests.
Complete data entry of required patient demographics, requisition information, and other information related to processing test results.
Requirements
Graduate of an approved Laboratory Assistant program or equivalent
Responsible for specimen collection, patient interaction, phlebotomy, ECG, holter monitor handling, data entry, and specimen preparation for transportation.
Compensation
LifeLabs’ compensation programs are commensurate based on the role, skill, effort, responsibility and working conditions, irrespective of gender, race, ethnicity, beliefs, age or any other personal characteristics. Pay programs are communicated regularly in an accessible and transparent manner.
Responsibilities
Greet and request required information from patients, explain the specimen collection process, and ensure patients have followed necessary test protocol prior to specimen collection.
Perform phlebotomies, connect/disconnect holter monitors, and perform ECG tracings.
Perform special test collections, such as medical/legal drug screens, paternity tests, and clinical trials, and complete related documentation.
Maintain client relationships, including responding to inquiries and following up on requests.
Complete data entry of required patient demographics, requisition information, and other information related to processing test results.
Requirements
Graduate of an approved Laboratory Assistant program or equivalent
Nice to have: Phlebotomy experience is an asset
Nice to have: ECG training or experience is an asset
Employee Group Benefits: Competitive coverage for employees and their families to support their overall health and wellness needs, including Extended Health Care, Dental Care, and Life Insurance
Retirement Savings Plan
Vacation and Wellness Days
Employee Wellness and Giving Programs
Professional development and membership reimbursement
Employee Group Benefits: Competitive coverage for employees and their families to support their overall health and wellness needs, including Extended Health Care, Dental Care, and Life Insurance.
Retirement Savings Plan
Vacation and Wellness Days
Employee Wellness and Giving Programs
Professional development and membership reimbursement