Client Portfolio Manager, CIBC Managed Solutions

Job title: Client Portfolio Manager, CIBC Managed Solutions

Job description: We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients.

At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute.

To learn more about CIBC, please visit

What you’ll be doing

As the Client Portfolio Manager (CPM), CIBC Managed Solutions, you will be working closely with the Chief Investment Officer (CIO), Total Investment Solutions, and hold responsibility for the commercialization of CIBC Asset Management (CAM)’s managed solutions business, effectively developing and maintaining advisor and client relationships to deliver a highly saleable and scalable suite of managed solutions to CIBC clients. You’ll have a proven track record producing and communicating thought leadership and is comfortable delivering through multiple media sources. You’ll act as one of the subject matter experts in the field, providing Imperial Service and Wood Gundy advisors with confidence in CIBC Asset Management (CAM) managed solutions. You’ll possess a deep understanding of CIBC and bank competitor managed solution products, performance, and fee structures, and confidently position CIBC strategies as best-in-class. You’ll report to the Managing Director & Head of the Institutional team.

At CIBC we enable the work environment most optimal for you to thrive in your role. You’ll have the flexibility to manage your work activities within a hybrid work arrangement where you’ll spend 1-3 days per week on-site, while other days will be remote. Client interaction and travel will be required.

How you’ll succeed

Strong cultural alignment – Conduct as a partner to the investment professionals of CAM and seeking to contribute to the overall business as well as to the functional responsibilities.

Collaboration – You will contribute to CAM’s professional, collaborative, and entrepreneurial culture by working collaboratively with all of the members of CAM to ensure that it is able to distinguish itself through the provision of distinctive, world-class investor service and communication. You’ll cooperate with a variety of colleagues across the firm and enterprise, such as: CAM Total Investment Solutions Team; CAM Client Portfolio Manager Team; CAM Investment Teams; CIBC Wealth Marketing, Digital & Communications Team; CAM Asset Specialist Team; CAM National Sales Team; CAM Product & Solutions Team

Team work – Embrace a continuous improvement approach to the business and proactively seek improvements in both the particular market and service approach across the entire business. Willingly take on the “hands on” work required given the comparatively flat nature of the organization. Be accustomed to working in a matrixed environment where knowledge, talent and resources reside in multiple locations.

Who you are

Your influence makes a difference. You know that relationships and networks are essential to success. You inspire outcomes by sharing your expertise. You demonstrate a deep understanding of managed solutions and can act as a subject matter expert on all total portfolio solutions. You have a deep knowledge and understanding of Canadian bank managed solutions strategies, markets and investments.

You’re a certified professional. It’s an asset if you are a CFA charter holder.

You have a degree/diploma in Finance. A minimum of 10 years’ experience in an advisor-facing investment management role is preferred. Portfolio Management experience is a plus.

You are a master communicator. Exceptional written and verbal communicator in English and (or French) with presentation skills – constantly communicating on behalf of CAM across various media, in-person and through written materials.

You’re fluent in English. It’s an asset if you’re fluent in French.

Values matter to you. You bring your real self to work, and you live our values – trust, teamwork, and accountability.

What CIBC Offers

At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck.

We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, defined benefit pension plan*, an employee share purchase plan, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.

Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.

We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.

*Subject to plan and program terms and conditions

What you need to know

CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact

You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.

Job Location Toronto-161 Bay St., 22nd

Employment Type Regular

Weekly Hours 37.5

Skills Active Listening, Analytical Thinking, Client Relationship Management, Customer Experience (CX), Interpersonal Communication, Operational Efficiency, People Management, Work Collaboratively

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