Financial Consultant, Planning

7 days ago


Toronto, Ontario, Canada CIBC Full time $80,000 - $120,000 per year

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

The Contact Centre Performance Analytics team within Finance plays an integral role in supporting the Lending Contact Centre priorities through sales planning, measurement design, reports and analytic insights. The Financial Consultant, Planning & Reporting is responsible for providing support in the design, implementation and management of Contact Centre PMM/Scorecard and sales plan, providing performance measurement reporting and business insight to Call Centre Sales Operations leaders in supported lines of business.

At CIBC we enable the work environment most optimal for you to thrive in your role. Details on your work arrangement (proportion of on-site and remote work) will be discussed at the time of your interview.

How You'll Succeed

  • Scorecard planning and delivery - Responsible for coordinating scorecard, target setting, partnering with business, Lending Contact Centre Support, Finance and Frontline teams. Participate in the design, development and implementation of PMM/Scorecard for supported LOBs.
  • Sales Planning and Forecasting - Responsible for providing analysis and input on the performance of supported business units with respect to sales plans, actuals, forecasts and trends in lending including RESL and Unsecure lending.
  • Strategic Planning and Continuous Improvement - Recommend and assist in the development of new and enhanced reports, systems, policies and procedures to meet business requirements, changing circumstances and address existing inefficiencies

Who You Are

  • Values matter to you. You bring your real self to work and you live our values – trust, teamwork and accountability.
  • You love to learn. You're passionate about growing your knowledge, and you know that there is no limit to what you can achieve.
  • You're driven to succeed. You are motivated by accomplishing your goals and delivering your best to make an impact.
  • You act like an owner. You thrive when you're empowered to take the lead, go above and beyond, and deliver results.
  • You give meaning to data. You enjoy investigating complex problems, and making sense of information, critical thinking, problems solver. You're confident in your ability to communicate detailed information in an impactful way.

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

Mailbox.careers-
- 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.
- We may ask you to complete an attribute-based assessment and other skills tests (such as simulation, coding, French proficiency, MS Office). Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us.

Job Location

Toronto-81 Bay, 18th Floor

Employment Type

Regular

Weekly Hours

37.5

Skills

Communication, Data Analysis, Mortgage Lending



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