Manage financial records, prepare tax returns, assist with audits, and provide high-quality financial advice to a diverse portfolio of clients.
Compensation
$80,000 plus super
Responsibilities
Prepare and analyze financial statements, balance sheets, and cash flow reports for clients in compliance with Australian Accounting Standards
Assist in the preparation and lodgement of Business Activity Statements (BAS), Installment Activity Statements (IAS), and annual income tax returns for individuals, partnerships, trusts, and companies
Provide support in conducting external audits, ensuring all financial data is accurate, complete, and compliant with relevant regulations
Deliver proactive financial advice and strategic recommendations to clients to help optimize their business operations and tax efficiency
Liaise with the Australian Taxation Office (ATO) and other regulatory bodies on behalf of clients
Requirements
Bachelor’s degree in Accounting, Finance, or a related business discipline
Manage a portfolio of new and existing business clients by building relationships and providing financial advice with a focus on client experience and risk management.
Compensation
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions.
Responsibilities
Acquire, manage, and retain a portfolio of 70 – 90 business clients with annual revenue of $1 - $5 million for your assigned branches
Deliver an outstanding experience to Chase business clients by providing comprehensive and customized business banking solutions tailored to the financial needs and circumstances of their businesses
Use knowledge of business, finance, banking, credit, and risk management to identify, recommend, and promote solutions that best serve the client and ensure the profitability of the portfolio
Regularly conduct in-person calls with prospects, centers of influence (COIs), and existing clients at their places of business
Identify and pursue potential new business clients, looking for ways to cultivate long-term, primary banking relationships
Requirements
Bachelor’s degree in Finance or related field or equivalent work experience
A senior leadership role supporting the Head of Compliance in overseeing and developing the compliance function, including Advisory, Monitoring, Financial Crime, and Complaints.
Responsibilities
Support and deputise for the Head of Compliance, providing leadership across all compliance teams.
Oversee the delivery of Compliance Advisory, Monitoring, Financial Crime and Complaints activities.
Provide expert regulatory guidance and challenge on business initiatives, regulatory change and customer outcomes.
Ensure effective compliance monitoring, issue management, remediation and governance reporting.
Support the firm's financial crime framework, including AML, sanctions, fraud and related risks.
The Wealth Planning Specialist provides financial advice to clients regarding retirement planning, investing, education savings, and life insurance while generating leads and performing financial needs analyses.
Responsibilities
Work closely with Area Managers and Relationship Managers to strategize and identify potential customers
Offering specialized financial guidance and advice to Relationship Managers
Assessing clients’ financial portfolios, risk appetite and completing financial needs analysis for sound advisory
Meet and follow-up with potential customers after appointment and attending to customer’s request on the policy until it turns into production
Review client insurance policies to identify insurance gap
Provide financial advice and solutions to personal and small business clients, managing mortgage portfolios and driving client engagement and business development within CIBC’s Imperial Service Banking team.
Responsibilities
Engage clients to understand priorities and recommend solutions
Build and deepen client relationships
Drive business development through networking and outreach
Introduce clients to mobile banking applications
Collaborate with banking centre teams to meet client needs
Requirements
Mutual Funds License (Canadian Securities Course or Investment Funds in Canada)
Provide financial advice to personal and small business clients, manage mortgage portfolios, and support client relationships at CIBC’s banking centres.
Responsibilities
Engage clients to understand priorities and advise on solutions
Recommend personalized financial plans
Manage mortgage client portfolios
Participate in marketing and outreach activities
Network to uncover business development opportunities
Manage and grow a large and complex portfolio of middle market companies in the Idaho Region, providing financial advice and recommending bank products and services.
Compensation
Base pay for this role usually falls within $125,000 to $180,000. Additional considerations regarding base pay levels are based on candidate qualifications. Your compensation expectations will be discussed with a U.S. Bank recruiter if you are contacted to discuss the role further.
Responsibilities
Prospects for and closes new business relationships while retaining and expanding existing customer relationships
Works closely with the portfolio management team to manage loan and portfolio credit quality
Provides financial advice to customers and recommends appropriate bank products and services
Identifies and capitalizes on cross-sell opportunities and makes appropriate referrals
Requirements
Master's degree, or equivalent work experience
Nice to have: Strong leadership and strategic management skills
Nice to have: Excellent verbal and written communication skills
Nice to have: Well-developed analytical, decision-making and problem-solving skills
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