Join CIBC as a Portfolio Systems Analyst focused on the Wealth360 platform. This remote chance enhances your career while supporting financial advisors and improving client interactions.
As a member of the Wealth360 Project Delivery & Support team, you will partner with various stakeholders to address inquiries and ensure optimal application functionality. This role emphasizes collaboration and requires solid analytical abilities to investigate issues and coordinate timely resolutions, ultimately improving the service experience.
Key Responsibilities:
• Investigate detailed inquiries from internal partners
• Coordinate issue resolutions across multiple teams
• Maintain and prepare team documentation and reporting




• Provide training support to current staff members
• Collaborate with Wealth Management Technology for improvement
Requirements:
• Degree or diploma in business or information technology
• Current Investment Representative certification required
• Proficiency in Excel, PowerPoint, and Power BI
• Understanding of financial instruments and analytics
• Effective communication and organizational skills
Utilize your expertise to elevate client service standards at CIBC while working remotely.
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📌 Portfolio Systems Analyst Remote At Cibc Toronto (Canada)
🏢 CIBC
📍 Canada