Senior Portfolio Systems Analyst (12-month Secondment)

CIBC•Toronto, ON

2d•CA$66,090 - CA$85,550•Remote

About The Position

As a member of the Wealth360 Project Delivery & Support team, you will collaborate with internal partners and external vendors to support the Wealth360 application, providing dedicated support to CIBC Wood Gundy branch and head office staff. Your responsibilities include investigating complex inquiries, coordinating issue resolution, logging calls and email inquiries, and tracking issues to completion. You will leverage your communication and interpersonal skills to serve as the primary contact for Wood Gundy branches, head office users, taking ownership of incoming calls and emails to ensure timely resolutions. You will work collaboratively with colleagues and stakeholders, sharing information for escalation purposes and delivering solutions that enhance the client experience. In addition, you will share responsibility amongst the team for various recurring operational processes, prepare and maintain team documentation, provide statistical reporting to management, and guide new team members. You will collaborate with our Wealth Application Support partners such as My Client Support, Brokerage Application Support, WG Salesforce Support, and Wealth360 Support, as well as our partners in Wealth Management Technology and Operations, to help ensure as seamless an experience as possible for our advisory teams across various applications. You will also work closely with business consultants and senior management to support application fixes and improvements, communicate changes to users, and serve as a subject matter expert during training and development sessions. You may also be called upon to provide cross-coverage and support for other Wealth Application Support teams Wealth360 Support, Salesforce, My Client, and Brokerage Applications as business needs require.

Requirements

Advanced computer skills with an excellent working knowledge of Excel, PowerPoint & Power BI
Knowledge of financial instruments such as stocks, options, fixed income, mutual funds, closed-end funds, structured notes, and ETFs
Working knowledge of financial concepts and calculations such as bond amortization, accrued income, projected income, yields, performance, etc.
Bachelor's degree/diploma in business and/or information technology systems (or equivalent work experience)
Certified professional or equivalent work experience
Current accreditation and in good standing as an Investment Representative (IR) with Canadian Investment Regulatory Organization - Investment Dealer (CIRO-ID)
Ability to work independently in a room or office with a door that closes it off from noises and distractions
Wired Internet connection, capable of continuously supporting excellent call quality and high-speed response rate (minimum download speed of 15mbps and upload speed of 10mbps, connected via hard cable)
Must be able to attend primary CIBC location within two hours upon request

Nice To Haves

Registered Representative (RR) licensing
Financial Services industry experience
Brokerage industry experience

Responsibilities

Investigating complex inquiries
Coordinating issue resolution
Logging calls and email inquiries
Tracking issues to completion
Serving as the primary contact for Wood Gundy branches and head office users
Taking ownership of incoming calls and emails to ensure timely resolutions
Sharing information for escalation purposes
Delivering solutions that enhance the client experience
Sharing responsibility for recurring operational processes
Preparing and maintaining team documentation
Providing statistical reporting to management
Guiding new team members
Collaborating with Wealth Application Support partners
Supporting application fixes and improvements
Communicating changes to users
Serving as a subject matter expert during training and development sessions
Providing cross-coverage and support for other Wealth Application Support teams as business needs require